North of South Capital’s Transportadora de Gas del Sur TGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.7M	Buy	863,044 +222,045	+35%	+$6.87M	1.89%	13
2026 Q1	$22.2M	Buy	+640,999	New	+$19.7M	1.99%	11
2025 Q3	–	Sell	-37,000	Closed	-$958K	–	25
2025 Q2	$958K	Buy	37,000 +12,000	+48%	+$329K	0.1%	18
2025 Q1	$662K	Buy	+25,000	New	+$694K	0.07%	18

Other funds holding TGS

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

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

Fundamenta Capital Montevideo $172M AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VCM

Vennlight Capital Management Weston, Connecticut $149M AUM 53.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VAS

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return

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

North of South Capital increased its Transportadora de Gas del Sur (TGS) stake by 35% in Q2 2026, buying an estimated $6.87M and bringing the position to 863,044 shares worth $25.7M. The position accounts for 1.89% of the portfolio, ranked #13.

North of South Capital first reported a position in TGS in Q1 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold TGS as of Q2 2026.

North of South Capital held 863,044 shares of Transportadora de Gas del Sur worth $25.7M as of Q2 2026.
North of South Capital bought 222,045 Transportadora de Gas del Sur shares in Q2 2026, an estimated $6.87M.
Transportadora de Gas del Sur made up 1.89% of North of South Capital's portfolio in Q2 2026, its #13 holding.
North of South Capital first reported a position in Transportadora de Gas del Sur in Q1 2025 and has held it in 4 quarters since.
88 funds tracked by Wall St. Rank held Transportadora de Gas del Sur as of Q2 2026.

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