SPX GESTAO DE RECURSOS LTDA
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARCO | 7.55M | $55.43M |
 | STNE | 5.24M | $77.45M |
 | GGB | 4.89M | $18.06M |
 | PBR | 4.89M | $57.92M |
 | VINP | 4.00M | $52.17M |
 | BBD | 3.44M | $11.45M |
 | EVEX | 2.85M | $11.35M |
 | ELPC | 918K | $8.73M |
 | UGP | 583K | $2.20M |
 | BP | 523K | $18.17M |
 | GRND | 402K | $5.44M |
 | VALE | 395K | $5.15M |
 | SBS | 348K | $8.30M |
 | LTM | 328K | $17.74M |
 | CEPT | 305K | $3.43M |
 | CTLP | 299K | $3.17M |
 | JBS | 208K | $3.00M |
 | AFYA | 177K | $2.73M |
 | BABA | 150K | $21.99M |
 | PGY | 120K | $2.51M |
Arcos Dorados Holdings Inc.
ARCO
Shares Held
7.55M
Value
$55.43M
StoneCo Ltd.
STNE
Shares Held
5.24M
Value
$77.45M
Gerdau S.A.
GGB
Shares Held
4.89M
Value
$18.06M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
4.89M
Value
$57.92M
Vinci Compass Investments Ltd.
VINP
Shares Held
4.00M
Value
$52.17M
Banco Bradesco S.A.
BBD
Shares Held
3.44M
Value
$11.45M
Eve Holding, Inc.
EVEX
Shares Held
2.85M
Value
$11.35M
Companhia Paranaense de Energia
ELPC
Shares Held
918K
Value
$8.73M
Ultrapar Participações S.A.
UGP
Shares Held
583K
Value
$2.20M
BP p.l.c.
BP
Shares Held
523K
Value
$18.17M
Grindr Inc.
GRND
Shares Held
402K
Value
$5.44M
Vale S.A.
VALE
Shares Held
395K
Value
$5.15M
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
SBS
Shares Held
348K
Value
$8.30M
LATAM Airlines Group S.A.
LTM
Shares Held
328K
Value
$17.74M
Cantor Equity Partners II, Inc. Class A Ordinary Share
CEPT
Shares Held
305K
Value
$3.43M
Cantaloupe, Inc.
CTLP
Shares Held
299K
Value
$3.17M
JBS N.V.
JBS
Shares Held
208K
Value
$3.00M
Afya Limited
AFYA
Shares Held
177K
Value
$2.73M
Alibaba Group Holding Limited
BABA
Shares Held
150K
Value
$21.99M
Pagaya Technologies Ltd.
PGY
Shares Held
120K
Value
$2.51M