SPX Gestao de Recursos Ltda
Top Portfolio Positions
63 positions ·
$862,278,405 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STNE |
StoneCo Ltd.
Technology
|
7,728,014 | $109,119,557 | 12.65% | |
| VALE |
Vale S.A.
Basic Materials
|
5,539,608 | $88,135,163 | 10.22% | |
| VINP |
Vinci Compass Investments Ltd.
Financial Services
|
4,672,173 | $49,291,425 | 5.72% | |
| ARCO |
Arcos Dorados Holdings Inc.
Consumer Cyclical
|
5,949,286 | $49,081,609 | 5.69% | |
| NVDA |
Nvidia Corp
Technology
|
263,200 | $45,902,080 | 5.32% | |
| LTM |
Latam Airlines Group S.A.
Industrials
|
881,976 | $43,604,893 | 5.06% | |
| BBD |
Bank Bradesco
Financial Services
|
11,051,974 | $40,339,705 | 4.68% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
2,569,755 | $36,927,379 | 4.28% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
1,732,842 | $35,956,471 | 4.17% | |
| TGS |
Gas Transporter Of The South Inc
Energy
|
1,025,136 | $35,479,956 | 4.11% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EMBJ
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,964,169 | 353,289 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $0 | 0 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,974,347 | 231,172 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $11,302,838 | 198,609 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,438,616 | 139,364 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $36,643 | 999 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $17,075,162 | 661,828 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $25,283,810 | 949,092 | Shares | Sole | 2024-08-23 | |
| 2023-12-31 | $34,598,510 | 1,875,258 | Shares | Sole | 2024-08-26 | |
| 2023-09-30 | $33,331,011 | 2,429,374 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $32,528,659 | 2,104,053 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $34,886,319 | 2,131,113 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $34,306,996 | 3,138,792 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $19,348,417 | 2,249,816 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $35,504,353 | 4,043,776 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $47,763,855 | 3,787,776 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $69,096,703 | 3,892,772 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $59,474,687 | 3,498,511 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $43,263,322 | 2,857,551 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $16,621,715 | 1,660,511 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $15,861,634 | 2,329,168 | Shares | Sole | 2021-02-03 | |
| 2020-03-31 | $7,098,657 | 959,278 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||