North of South Capital’s Controladora Vuela Compania de Aviacion VLRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,996,297	Closed	-$35.5M	–	32
2025 Q4	$35.5M	Sell	3,996,297 -1,085,436	-21%	-$7.88M	3.19%	12
2025 Q3	$36.5M	Buy	5,081,733 +117,323	+2%	+$676K	3.51%	12
2025 Q2	$23.6M	Buy	4,964,410 +53,304	+1%	+$239K	2.48%	11
2025 Q1	$25.6M	Sell	4,911,106 -27,474	-0.6%	-$197K	2.86%	11
2024 Q4	$36.7M	Sell	4,938,580 -434,064	-8%	-$3.25M	4.46%	10
2024 Q3	$34M	Buy	5,372,644 +1,211,813	+29%	+$7.39M	5.16%	8
2024 Q2	$26.5M	Buy	+4,160,831	New	+$32M	6.85%	6

Other funds holding VLRS

Indigo Partners Phoenix, Arizona $267M AUM 9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

TCM

Thomist Capital Management Houston, Texas $371M AUM 77.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North of South Capital's VLRS Position: Q1 2026 in Review

North of South Capital sold out of Controladora Vuela Compania de Aviacion (VLRS) in Q1 2026, closing a stake of 3,996,297 shares — an estimated $35.5M sold.

North of South Capital first reported a position in VLRS in Q2 2024 and held it in 7 quarters. The position peaked at $36.7M in Q4 2024. 90 funds tracked by Wall St. Rank hold VLRS as of Q1 2026.

North of South Capital reported no remaining Controladora Vuela Compania de Aviacion position as of Q1 2026 after selling out during the quarter.
North of South Capital sold 3,996,297 Controladora Vuela Compania de Aviacion shares in Q1 2026, an estimated $35.5M.
North of South Capital first reported a position in Controladora Vuela Compania de Aviacion in Q2 2024 and held it in 7 quarters.
North of South Capital's Controladora Vuela Compania de Aviacion position peaked at $36.7M in Q4 2024.
90 funds tracked by Wall St. Rank held Controladora Vuela Compania de Aviacion as of Q1 2026.

Based on North of South Capital's 13F filing for Q1 2026, filed 20 Apr 2026.