13F Portfolios

Kontiki Capital Management (HK) Ltd. — H WORLD GROUP LTD HTHT: Quarterly 13F Position History

Kontiki Capital Management (HK) Ltd. has reported H WORLD GROUP LTD (HTHT) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 3,535,388 shares ($177.8M market value, 12.47% of the equity book). Quarter-over-quarter share count change: 168,400 (-4.5%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 3,535,388 168,400 -4.5% $177.8M 12.47% $50.29
Q4 2025 3,703,788 +1,228,617 +49.6% $174.3M 10.13% $47.05
Q3 2025 2,475,171 $96.8M 5.15% $39.11

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Kontiki Capital Management (HK) Ltd. first disclose a HTHT position in 13F-HR filings?

Kontiki Capital Management (HK) Ltd. first reported H WORLD GROUP LTD (HTHT) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was Kontiki Capital Management (HK) Ltd.'s most recent quarter-over-quarter share-count change in HTHT?

Between Q4 2025 and Q1 2026, Kontiki Capital Management (HK) Ltd. reduced its HTHT position by 168,400 shares (-4.5%), leaving 3,535,388 shares at a market value of $177.8M.

Does the implied price-per-share represent Kontiki Capital Management (HK) Ltd.'s cost basis in HTHT?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.