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Portfolio (Quarterly) Guide ↗

Crocodile Capital Partners GmbH

· CIK 0001956498
13F Portfolio $140M AUM 12 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 Added 2 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UBS UBS GROUP AG Financial Services 1,170,000.0 $49.6M 35.45% +100K +9.3% $42.35 +11.6%
2 AMR ALPHA METALLURGICAL RESOUR I Energy 244,119.0 $41.0M 29.34% +39K +19.0% $167.95 +2.6%
3 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 227,226.0 $12.0M 8.62% +40K +21.4% $52.99 +58.2%
4 AMZN AMAZON COM INC Consumer Cyclical 44,000.0 $11.5M 8.26% -6K -12.0% $262.30 +2.4%
5 CRESUD S A C I F Y A 972,380.0 $9.7M 6.93% +205K +26.8% $9.96
6 B BARRICK MNG CORP Basic Materials 10,000.0 $9.1M 6.54% -200K -95.2% $914.55 -95.5%
7 BNTX BIONTECH SE Healthcare 29,586.0 $2.8M 2.02% $95.20 -4.5%
8 LOMA LOMA NEGRA C I A S A MTN 14 Basic Materials 99,736.0 $1.3M 0.92% $12.95 -12.8%
9 TGS TRANSPORTADORA DE GAS DEL SU Energy 25,000.0 $777K 0.56% $31.09 -7.9%
10 BBAR BANCO BBVA ARGENTINA S A Financial Services 40,000.0 $723K 0.52% $18.07 -10.0%
11 IRSA INVERSIONES Y REP S A 39,107.0 $647K 0.46% $16.54
12 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 10,000.0 $539K 0.39% $53.94 -18.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.6%
Energy 32.3%
Consumer Cyclical 8.9%
Basic Materials 8.1%
Healthcare 2.2%