Dumac, Inc. Portfolio Holdings by Sector

Dumac, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Shell Companies \| Financial Services RRAC 1 stocks	$11,330 42.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT DESP 2 stocks	$6,275 23.74% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs INDA 1 stocks	$5,912 22.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials ZTO 1 stocks	$2,008 7.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical ARCO 1 stocks	$547 2.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services IHS 1 stocks	$358 1.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology KKS.F 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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