Alua Capital Management LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.5T
Holdings
18
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FCNCAFIRST CTZNS BANCSHARES INC N | 279,907 | $186.3B | 12.74% | |
| 2 | IBNICICI BANK LIMITED | 9,826,907 | $186.1B | 12.73% | |
| 3 | HLFHERBALIFE NUTRITION LTD | 5,353,223 | $162.5B | 11.12% | |
| 4 | CVNACARVANA CO | 974,673 | $116.3B | 7.95% | |
| 5 | NYTNEW YORK TIMES CO | 2,288,953 | $104.9B | 7.18% | |
| 6 | BBWIBATH & BODY WORKS INC | 2,067,864 | $98.8B | 6.76% | |
| 7 | APGAPI GROUP CORP | 4,045,471 | $85.1B | 5.82% | |
| 8 | SESEA LTD | 692,290 | $82.9B | 5.67% | |
| 9 | TLVGRUPO TELEVISA S A B | 6,923,168 | $81.0B | 5.54% | |
| 10 | CDLXCARDLYTICS INC | 1,338,359 | $73.6B | 5.03% | |
| 11 | SCHWSCHWAB CHARLES CORP | 859,300 | $72.4B | 4.96% | |
| 12 | OXYOCCIDENTAL PETE CORP | 893,200 | $50.7B | 3.47% | |
| 13 | HDBHDFC BANK LTD | 664,634 | $40.8B | 2.79% | |
| 14 | LPLALPL FINL HLDGS INC | 205,225 | $37.5B | 2.56% | |
| 15 | ROSTROSS STORES INC | 287,200 | $26.0B | 1.78% | |
| 16 | HESHESS CORP | 212,300 | $22.7B | 1.55% | |
| 17 | —CAREMAX INC | 2,727,524 | $20.4B | 1.39% | |
| 18 | —RIBBIT LEAP LTD | 1,400,000 | $13.9B | 0.95% |