Filed: 11/4/2025ACC: 0001697721-25-000008
📋 What this filing means
SEAFARER CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $350.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$350.63M
Total AUM (reported)
44.17M
Total Shares
Allocation by class
SPONSORED ADR$204.38M58.3%
CLASS A$73.56M21.0%
COM$72.69M20.7%
Portfolio Concentration
Top 3$221.29M63.1%
4–10$129.34M36.9%
Top 3 weight
63.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 44.17M
Sole
Full voting authority
44.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
Itau Unibanco H Spon PRF
SOLEShares10.59M
TypeSH
Market value$77.74M
22.17%
Sole
10.59M
Shared
0.00
None
0.00
BAP US
SOLEShares273K
TypeSH
Market value$72.69M
20.73%
Sole
273K
Shared
0.00
None
0.00
XP Inc.
SOLEShares3.77M
TypeSH
Market value$70.86M
20.21%
Sole
3.77M
Shared
0.00
None
0.00
Ambev - SA
SOLEShares28.07M
TypeSH
Market value$62.59M
17.85%
Sole
28.07M
Shared
0.00
None
0.00
Anheuser Busch Inbev SA NV
SOLEShares1.03M
TypeSH
Market value$61.64M
17.58%
Sole
1.03M
Shared
0.00
None
0.00
ARCOS DORADOS HOLDINGS
SOLEShares400K
TypeSH
Market value$2.70M
0.77%
Sole
400K
Shared
0.00
None
0.00
COCA-COLA FEMSA SAB-SP ADR
SOLEShares29K
TypeSH
Market value$2.41M
0.69%
Sole
29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Itau Unibanco H Spon PRFSOLE | SPONSORED ADR | 10.59M | SH | $77.74M 22.17% | 10.59M | 0.00 | 0.00 |
BAP USSOLE | COM | 273K | SH | $72.69M 20.73% | 273K | 0.00 | 0.00 |
XP Inc.SOLE | Class A | 3.77M | SH | $70.86M 20.21% | 3.77M | 0.00 | 0.00 |
Ambev - SASOLE | SPONSORED ADR | 28.07M | SH | $62.59M 17.85% | 28.07M | 0.00 | 0.00 |
Anheuser Busch Inbev SA NVSOLE | SPONSORED ADR | 1.03M | SH | $61.64M 17.58% | 1.03M | 0.00 | 0.00 |
ARCOS DORADOS HOLDINGSSOLE | Class A | 400K | SH | $2.70M 0.77% | 400K | 0.00 | 0.00 |
COCA-COLA FEMSA SAB-SP ADRSOLE | SPONSORED ADR | 29K | SH | $2.41M 0.69% | 29K | 0.00 | 0.00 |