He calculado los cambios en las posiciones del Internacional.
Las principales apuestas han sido: doblar en Golar, en Mosaic, Hyundai Motor ... y ¡Consol!.. Según mis cálculos también ampliaron en Drilling Offshore... Por el otro lado, ha reducido en Barrick, Newmont, Eurocash y Sol, lógico ya que son las que mejor lo han hecho y han recogido beneficios. De los patos gordos, parece que han salido por han ido liquidando Tullow y Transocean.
| Azvalor Internacional | Peso en el FI (30/04/2020) | Peso en el FI (31/12/2019) | Cotización 31/12/2019 | Cotización 31/03/2020 | Compra/Venta Posición
| CAMECO CORP | 8,87% | 6,67% | 11,54 | 10,73 | -27%
| BARRICK GOLD CORPORATION | 7,45% | 7,43% | 24,12 | 25,86 | -54%
| BUENAVENTURA-INV | 7,08% | 9,24% | 15,1 | 7,29 | 6%
| SOL SPA | 6,24% | 4,32% | 10,54 | 9,83 | -21%
| EURONAV NV | 3,40% | 1,67% | 10,98 | 10,42 | 9%
| FREEPORT-MCMORAN INC | 3,33% | 2,95% | 13,12 | 6,75 | 40%
| Golar LNG Ltd | 3,09% | 1,57% | 14,22 | 7,88 | 118%
| NEWMONT MINIG CORP | 3,06% | 3,74% | 43,45 | 45,28 | -61%
| GRUPO MEXICO SAB DE CV | 3,05% | 2,72% | 51,86 | 43,74 | -31%
| TENARIS | 2,89% | 2,62% | 22,64 | 12,05 | 30%
| SCHLUMBERGER LIMITED | 2,87% | 1,54% | 40,17 | 40,2 | -7%
| NATIONAL OILWELL | 2,84% | 3,53% | 25,05 | 9,83 | 60%
| MOSAIC CO/THE | 2,82% | 1,08% | 21,64 | 10,82 | 240%
| AGNICO EAGLE MINES LTD | 2,51% | 2,48% | 79,98 | 56,18 | -20%
| PAN AMERICAN SILVER CORP | 2,27% | 1,77% | 23,69 | 14,33 | 25%
| CABOT OIL & GAS CORP | 2,27% | 1,29% | 17,41 | 17,19 | -11%
| EUROCASH SA | 2,12% | 4,99% | 21,9 | 17 | -71%
| CONSOL ENERGY INC | 2,02% | 4,39% | 14,51 | 3,69 | 182%
| PETROFAC LTD | 2,00% | 2,29% | 382,9 | 195,6 | 10%
| GALP | 1,70% | 0,75% | 14,8 | 9,82 | 94%
| HYUNDAI MOTOR | 1,67% | 0,34% | 118.000,00 | 85.400,00 | 272%
| SUZANO PAPEL E CELULOSE SA | 1,60% | 0,62% | 40,79 | 35,79 | 52%
| DHT HOLDINGS INC | 1,54% | 0,28% | 8,28 | 7,67 | 202%
| EPSILON ENERGY | 1,52% | 1,04% | 3,3 | 2,67 | -4%
| HUDSON'S BAY CO | 1,52% | 1,28% | 9,88 | | -356%
| DRILLING CO OF 1972 A/S/THE | 1,47% | 0,26% | 447,8 | 129,7 | 2158%
| YELLOW CAKE PLC LONDON | 1,40% | 0,88% | 201 | 187,8 | -13%
| INTERNATIONAL SEAWAYS INC | 1,25% | 0,56% | 29,76 | 23,89 | 47%
| DIAMOND OFFSHORE DRILLING INC | 1,00% | 2,90% | 7,19 | 1,83 | 110%
| URANIUM PARTICIPATION CORP | 1,00% | 0,62% | 4,08 | 3,9 | -15%
| TERANGA GOLD | 0,99% | 0,26% | 7,02 | 6,91 | 94%
| TULLOW OIL | 0,95% | 3,32% | 64 | 10,73 | -671%
| LUNDIN MINING CORP | 0,94% | 0,28% | 7,76 | 5,29 | 176%
| TRANSOCEAN LTD | 0,93% | 3,17% | 6,93 | 1,16 | -678%
| STOLT-NIELSEN LTD | 0,80% | 0,71% | 11,32 | 6,53 | 18%
| GOLD FIELDS | 0,77% | | | #N/A | #N/A
| ENSCO ROWAN PLC | 0,73% | 2,84% | 6,76 | 0,45 | -186%
| GENCO SHIPPING & TRADING LTD | 0,63% | 0,57% | 10,37 | 6,42 | 4%
| NEXGEN ENERGY LTD | 0,55% | 0,51% | 1,67 | 1,08 | -5%
| AFRICA ENERGY CORP | 0,53% | 0,59% | 0,27 | 0,18 | -24%
| MANDALAY RESOURCES | 0,45% | 0,40% | 1,08 | 0,72 | -5%
| INDEPENDENT OIL & GAS PLC | 0,39% | 0,27% | 15,63 | 13,25 | -11%
| FRANKLIN RESOURCES INC | 0,39% | 1,37% | 25,61 | 16,69 | -75%
| ELECNOR SA | 0,32% | 0,02% | 10,95 | 7,3 | 1257%
| CHEVRON CORPORATION | 0,30% | | | #N/A | #N/A
| LOOKERS PLC | 0,27% | 0,54% | 55 | 16 | 97%
| GEOPARK HOLDINGS LTD | 0,27% | 0,46% | 22,01 | 7,07 | 79%
| SONAE CAPITAL | 0,26% | 0,10% | 0,75 | 0,4 | 206%
| NEW GOLD | 0,20% | 0,22% | 1,15 | 0,73 | -17%
| VERTU MOTORS PLC | 0,13% | 0,14% | 37,6 | 20,65 | 4%
| URANIUM ROYALTY CORP CAD | 0,12% | 0,08% | 1,17 | 0,88 | 8%
| 2020 BULKERS LTD | 0,09% | 0,11% | 8,54 | 6,5 | -42%
| BDRILLo, Borr Drilling | 0,08% | 0,50% | 9,05 | 0,48 | -148%
| TUBACEX | 0,07% | 0,01% | 2,83 | 1,28 | 975%
| MARIE BRIZARD | 0,01% | 0,01% | 1,6 | 1,13 | -22%
| SERCO GRP | 0,00% | 0,01% | 161,9 | 122,9 | -100%
| VICAT | 0,00% | 0,06% | 40,35 | 23,1 | -100%
| FINANCIERE DE L´ODET | 0,00% | 0,06% | 782 | 536 | -100%
| DANIELI | 0,00% | 0,12% | 10,32 | 6,47 | -100%
| AP.MOLLER-MAERSK A.S. | 0,00% | 0,23% | 9.656,00 | 6.092,00 | -100%
| KOSMOS ENERGY LT | 0,00% | 0,70% | 5,7 | 0,9 | -100%
| SANDSTORM GOLD | 0,00% | 0,23% | 9,69 | 7,05 | -100%
| TSAKOS ENERGY NAVIGATION LTD | 0,00% | 0,68% | 4,36 | 3,26 | -100%
| HYUNDAI MOTOR | 0,00% | 0,88% | 118.000,00 | 85.400,00 | -100%
| EQT CORPORATION | 0,00% | 0,84% | 10,9 | 7,07 | -100%
| RANGE RESOURCES | 0,00% | 1,01% | 4,85 | 2,28 | -100%
| SPROTT INC | 0,00% | 1,10% | 2,98 | 2,29 | -100%