SEC 13F Intelligence

Managers / Q1 2024

Newfoundland Capital Management

CIK 0001697752 · RUA DR. RENATO PAES DE BARROS, 778, CONJUNTO 11, SAO PAULO, D5, 04530-001 · 551151803311

Reported Value
$9M
Q1 2024
Positions
3
Filings on Record
23
2019–present window
Filed
May 10, 2024
original filing

Summary

Newfoundland Capital Management reported $9M in U.S.-listed holdings across 3 positions for Q1 2024.

The portfolio is heavily concentrated: Vasta Platform alone accounts for 96.2% of reported value.

Compared with Q4 2023, the fund opened 2 new positions and exited 4.

Portfolio Metrics

Turnover
+3.5%
vs prior filed quarter
Largest Position
+96.2%
Vasta Platform
New / Exited
2 / 4
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
Q1 ’19: $601MQ1 ’19Q2 ’19: $403MQ3 ’19: $586MQ4 ’19: $598MQ4 ’19Q1 ’20: $462MQ2 ’20: $576MQ3 ’20: $810MQ3 ’20Q4 ’20: $86MQ1 ’21: $303MQ2 ’21: $1.6BQ2 ’21Q3 ’21: $587MQ4 ’21: $283MQ1 ’22: $341MQ1 ’22Q2 ’22: $353MQ3 ’22: $363MQ4 ’22: $16MQ4 ’22Q1 ’23: $17MQ2 ’23: $13MQ3 ’23: $20MQ3 ’23Q4 ’23: $11MQ1 ’24: $9Mfilingsflow.com

Portfolio Composition

By security type
Other: 96.2%Common Stock: 1.9%ADR: 1.9%
  • Other · 96.2% · $9M
  • Common Stock · 1.9% · $178,950
  • ADR · 1.9% · $177,560

Quarter-over-Quarter Changes full breakdown →

vs Q4 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NUNU HLDGS LTDNEW+15.0K15.0K+$178,950$178,950
COMPANHIA PARANAENSE DE ENERNEW+23.0K23.0K+$177,560$177,560
PBRPETROLEO BRASILEIRO SA PETROSOLD OUT64.8K0$1M$0
EWZISHARES INCSOLD OUT8.1K0$283,106$0
DLOCAL LTDSOLD OUT12.0K0$212,280$0
ALMACENES EXITO S ASOLD OUT24.1K0$172,611$0
VASTA PLATFORM LTDADDED+145.0K2.26M$315,255$9M

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

Holdings — Q1 2024

3 positions
#IssuerClass% PortfolioValueShares
1VASTA PLATFORM LTDCL A96.24%$9M2.26M
2NUNU HLDGS LTDhistory →ORD SHS CL A1.89%$178,95015.0K
3COMPANHIA PARANAENSE DE ENERSPON ADS1.87%$177,56023.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2024$9M3May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$11M6Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$20M9Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$13M4Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$17M6May 16, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022$16M2Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$363M33Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$353M39Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$341M29May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$283M47Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$587M48Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.6B40Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$303M44May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$86M35Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$810M75Nov 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$576M69Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$462M60May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$598M56Jan 23, 202013F-HRchanges · EDGAR ↗
Q3 2019$586M68Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019REVEALED$403M54Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$601M42May 15, 201913F-HRchanges · EDGAR ↗

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 ↗.