North of South Capital LLP quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, North of South Capital LLP opened 1 positions, added to 0, reduced 3, sold out of 1 and left 1 unchanged. The largest increase in value was YUMC (+$62,795,978); the largest decrease was PAAS (-$36,068,784).
- MUX: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 50,000; Shares 2026-06-30 50,000.
Two Form 13F-HR filings compared (SEC CIK 2033334): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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