SEC 13F Intelligence

Managers / Q1 2019 · view latest →

Blue Rock Advisors, LLC

CIK 0001666551 · 445 EAST LAKE STREET, SUITE 120, WAYZATA, MN, 55391 · 9522298700

Reported Value
$1M
Q1 2019
Positions
3
Filings on Record
18
2019–present window
Filed
May 14, 2019
original filing

Summary

Blue Rock Advisors, LLC reported $1M in U.S.-listed holdings across 3 positions for Q1 2019.

The portfolio is heavily concentrated: Atlantica Yield alone accounts for 54.7% of reported value.

Portfolio Metrics

Largest Position
+54.7%
Atlantica Yield

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
Q1 ’19: $1MQ1 ’19Q2 ’19: $1MQ3 ’19: $876,000Q3 ’19Q4 ’19: $785,000Q1 ’20: $210,000Q1 ’20Q3 ’20: $116MQ4 ’20: $64MQ4 ’20Q1 ’21: $47MQ2 ’21: $60MQ2 ’21Q3 ’21: $42MQ1 ’22: $276,000Q1 ’22Q2 ’22: $280,000Q3 ’22: $133,000Q3 ’22Q2 ’23: $38Mfilingsflow.com

Portfolio Composition

By security type
Other: 54.7%ADR: 45.3%
  • Other · 54.7% · $700,000
  • ADR · 45.3% · $579,000

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
ATLANTICA YIELD PLCNEW+36.0K36.0K+$700,000$700,000
CEPUCENTRAL PUERTO S ANEW+59.3K59.3K+$545,000$545,000
SBSCOMPANHIA DE SANEAMENTO BASINEW+3.2K3.2K+$34,000$34,000

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

Holdings — Q1 2019

3 positions
#IssuerClass% PortfolioValueShares
1ATLANTICA YIELD PLCSHS54.73%$700,00036.0K
2CEPUCENTRAL PUERTO S Ahistory →SPONSORED ADR42.61%$545,00059.3K
3SBSCOMPANHIA DE SANEAMENTO BASIhistory →SPONSORED ADR2.66%$34,0003.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2023Under review1Feb 14, 202413F-HRchanges · EDGAR ↗
Q2 2023$38M24Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review23May 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$133,0001Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$280,0001Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$276,0001May 11, 202213F-HRchanges · EDGAR ↗
Q4 2021Under review1Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$42M26Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$60M29Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$47M36May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$64M30Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$116M86Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020Under review44Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$210,0002May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$785,0003Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$876,0003Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1M3Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1M3May 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 9 additional managers.

  • Ghost Tree Capital, LLC028-16059
  • Interval Partners, LP028-16003
  • Kayak Investment Partners, LLC028-17756
  • Gillson Capital, LP028-17871
  • Lucha Capital Management, LP028-17855
  • Prosight Management, LP028-18450
  • Deep Basin Capital, L.P.028-19192
  • Sandbar Asset Management, LLP028-19184
  • Centenus Global Management, LP028-18445

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 ↗.