SEC 13F Intelligence

Cape Ann Asset Management Ltd / BMA

Cape Ann Asset Management Ltd’s Banco Macro S A Position

Does Cape Ann Asset Management Ltd own Banco Macro S A (BMA)? Yes — 470.9K shares worth $36M (+8.27% of its 13F portfolio) as of Q1 2026, up from 465.0K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
470.9K
% of Portfolio
+8.27%
Quarters Held
6
currently held

Position History BMA

Reported value by quarter
Q4 ’24: $20MQ4 ’24Q1 ’25: $15MQ1 ’25Q2 ’25: $19MQ2 ’25Q3 ’25: $20MQ3 ’25Q4 ’25: $42MQ4 ’25Q1 ’26: $36MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026470.9K$36M+8.27%
Q4 2025465.0K$42M+11.40%
Q3 2025461.2K$20M+6.57%
Q2 2025277.5K$19M+8.35%
Q1 2025201.0K$15M+9.32%
Q4 2024208.8K$20M+12.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cape Ann Asset Management Ltd’s full portfolio or all institutional holders of BMA.