SEC 13F Intelligence

Managers / Q4 2023 · view latest →

COMPASS GROUP LLC

CIK 0001317627 · 590 MADISON AVENUE, 33RD FLOOR, NEW YORK, NY, 10022 · (646) 421-2747

Reported Value
$252M
Q4 2023
Positions
16
Filings on Record
28
2019–present window
Filed
Feb 14, 2024
original filing

Summary

Compass Group LLC reported $252M in U.S.-listed holdings across 16 positions for Q4 2023.

The portfolio is heavily concentrated: Vitru alone accounts for 29.8% of reported value.

Compared with Q3 2023, the fund opened 1 new position and exited 1.

Portfolio Metrics

Turnover
+20.4%
vs prior filed quarter
Top-10 Concentration
+97.8%
share of reported value
Largest Position
+29.8%
Vitru
New / Exited
1 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $179MQ4 ’18Q1 ’19: $195MQ2 ’19: $234MQ3 ’19: $308MQ4 ’19: $429MQ4 ’19Q1 ’20: $226MQ2 ’20: $323MQ3 ’20: $332MQ4 ’20: $410MQ4 ’20Q1 ’21: $442MQ2 ’21: $413MQ3 ’21: $301MQ4 ’21: $259MQ4 ’21Q1 ’22: $284MQ2 ’22: $207MQ3 ’22: $254MQ4 ’22: $303MQ4 ’22Q1 ’23: $299MQ2 ’23: $239MQ3 ’23: $253MQ4 ’23: $252MQ4 ’23Q1 ’24: $231MQ2 ’24: $134MQ3 ’24: $20MQ4 ’24: $18MQ4 ’24Q1 ’25: $18MQ2 ’25: $21MQ3 ’25: $3Mfilingsflow.com

Portfolio Composition

By security type
Other: 48.7%Common Stock: 27.1%ADR: 24.2%
  • Other · 48.7% · $123M
  • Common Stock · 27.1% · $68M
  • ADR · 24.2% · $61M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
YPFYPF SOCIEDAD ANONIMANEW+263.0K263.0K+$5M$5M
MELIMercadoLibre IncADDED+7.7K8.4K+$12M$13M
XPXP IncADDED+641.2K1.24M+$19M$32M
PROCAPS GROUP SASOLD OUT2.5K0$9,169$0
NUNU HLDGS LTDADDED+773.2K2.07M+$8M$17M
BVNCOMPANIA DE MINAS BUENAVENTUADDED+60.0K164.4K+$2M$3M
SQMSociedad Quimica y Minera deADDED+63.7K262.2K+$4M$16M
BAPCredicorp LtdADDED+7.5K37.5K+$2M$6M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

16 positions
#IssuerClass% PortfolioValueShares
1Vitru LtdCOM29.78%$75M4.77M
2PBRPETROLEO BRASILEIRO SA PETROhistory →SPONSORED ADR14.72%$37M2.33M
3XPXP Inchistory →CL A12.81%$32M1.24M
4Geopark LtdUSD SHS11.25%$28M3.31M
5Vasta Platform LtdCL A6.93%$17M3.94M
6NUNU HLDGS LTDhistory →ORD SHS CL A6.85%$17M2.07M
7SQMSociedad Quimica y Minera dehistory →SPON ADR SER B6.26%$16M262.2K
8MELIMercadoLibre Inchistory →COM5.20%$13M8.4K
9BAPCredicorp Ltdhistory →COM2.23%$6M37.5K
10YPFYPF SOCIEDAD ANONIMAhistory →SPON ADR CL D1.79%$5M263.0K
11BVNCOMPANIA DE MINAS BUENAVENTUSPONSORED ADR0.99%$3M164.4K
12INTERCORP FINL SVCS INCSHS0.54%$1M61.7K
13VTMXVESTA REAL ESTATE CORPADS0.24%$594,30015.0K
14CPACCEMENTOS PACASMAYO S A ASPONSORED ADR0.20%$503,61798.0K
15Afya LtdCL A COM0.19%$491,53922.4K
16EMBJEMBRAER S.A.SPONSORED ADS0.02%$51,1992.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$3M3Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$21M8Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$18M8May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$18M11Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$20M10Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$134M16Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$231M19May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$252M16Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$253M16Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$239M13Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$299M15May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$303M13Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$254M14Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$207M15Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$284M19May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$259M20Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$301M19Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$413M19Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$442M18May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$410M16Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$332M15Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$323M16Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$226M15May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$429M19Feb 12, 202013F-HRchanges · EDGAR ↗
Q3 2019$308M16Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$234M17Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$195M15May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$179M12Feb 6, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Ninety One UK Ltd028-12634

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.