North of South Capital’s Loma Negra LOMA Stock Holding History

North of South Capital’s Portfolio LOMA Stock Details LOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	108,237 -55,329	-34%	-$630K	0.09%	24
2026 Q1	$1.81M	Buy	163,566 +43,566	+36%	+$487K	0.16%	21
2025 Q4	$1.55M	Buy	+120,000	New	+$1.28M	0.14%	18

Other funds holding LOMA

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

North of South Capital's LOMA Position: Q2 2026 in Review

North of South Capital reduced its Loma Negra (LOMA) stake by 34% in Q2 2026, selling an estimated $630K and leaving 108,237 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #24.

North of South Capital first reported a position in LOMA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.81M in Q1 2026. 57 funds tracked by Wall St. Rank hold LOMA as of Q2 2026.

North of South Capital held 108,237 shares of Loma Negra worth $1.24M as of Q2 2026.
North of South Capital sold 55,329 Loma Negra shares in Q2 2026, an estimated $630K.
Loma Negra made up 0.09% of North of South Capital's portfolio in Q2 2026, its #24 holding.
North of South Capital first reported a position in Loma Negra in Q4 2025 and has held it in 3 quarters since.
North of South Capital's Loma Negra position peaked at $1.81M in Q1 2026.
57 funds tracked by Wall St. Rank held Loma Negra as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.