Institutions / VR Advisory Services Ltd

VR Advisory Services Ltd

CIK 1348145 · Institution · as of Mar 31, 2026
Portfolio value
$844.93M
Positions
40
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$844.93M+33.7%
$844.93M$738.37M$631.82MQ4 '25Q1 '26

Positions

40+8.1%
403937Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 40 →
CompanyClassValueShares% of portfolio
Ypf Sociedad AnonimaYPFADR$149.36M3,231,39617.7%
Joint Stock Co Kaspi.kzKSPIADR$79.80M1,077,3699.4%
Grupo Aeromexico, S.A.B. de C.V.AEROADR$72.68M5,187,4238.6%
AerCap Holdings N.V.—$52.79M384,7936.2%
Coterra Energy Inc.—$47.82M1,360,8085.7%
Irsa Investments & Representations IncIRSADR$43.28M2,670,0875.1%
D-MARKET Electronic Services & Trading—$43.16M16,472,8215.1%
Core Scientific, Inc./tx—$36.10M2,412,9544.3%
ProPetro Holding Corp.—$35.52M2,464,9134.2%
Life Time Group Holdings, Inc.—$31.78M1,179,5943.8%
Telephone and Data Systems Inc—$30.77M730,9043.6%
Vista Energy, S.A.B. de C.V.VISTADR$27.82M368,6523.3%
USA TODAY Co., Inc.—$25.95M3,681,4833.1%
Lululemon Athletica Inc—$22.77M148,7022.7%
Pampa Energy Inc.PAMADR$20.54M232,1382.4%
Veon Ltd—$18.23M393,6472.2%
Okeanis Eco Tankers Corp.—$17.39M343,7292.1%
Kyivstar Group Ltd—$16.86M1,666,2762.0%
Nu Hldgs Ltd—$14.37M1,000,0001.7%
CF Industries Holdings Inc—$10.49M80,7801.2%
Par Pacific Holdings, Inc.—$9.40M150,0001.1%
Cresud Inc—$8.81M692,8301.0%
Micron Technology Inc—$7.77M23,0000.9%
GeoPark Ltd—$7.05M742,4780.8%
Gas Transporter of the South IncTGSADR$6.75M195,1150.8%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewCoterra Energy Inc.
Common stock
$47.82M+1.4M
1,360,808
5.66% of portfolio
medium
Q1 2026
as of
NewUSA TODAY Co., Inc.
Common stock
$25.95M+3.7M
3,681,483
3.07% of portfolio
medium
Q1 2026
as of
AddAerCap Holdings N.V.
Common stock
$25.35M+185K
+92.40%
384,793
6.25% of portfolio
medium
Q1 2026
as of
AddProPetro Holding Corp.
Common stock
$23.02M+1.6M
+184.25%
2,464,913
4.20% of portfolio
medium
Q1 2026
as of
NewG5331N101
Common stock
$16.86M+1.7M
1,666,276
2.00% of portfolio
medium
Q1 2026
as of
NewG6683N103
Common stock
$14.37M+1.0M
1,000,000
1.70% of portfolio
medium
Q1 2026
as of
Add91822M502
Common stock
$13.59M+293K
+292.99%
393,647
2.16% of portfolio
medium
Q1 2026
as of
AddLife Time Group Holdings, Inc.
Common stock
$12.50M+464K
+64.81%
1,179,594
3.76% of portfolio
medium
Q1 2026
as of
NewCF Industries Holdings Inc
Common stock
$10.49M+81K
80,780
1.24% of portfolio
medium
Q1 2026
as of
NewPar Pacific Holdings, Inc.
Common stock
$9.40M+150K
150,000
1.11% of portfolio
medium