SPX Gestao de Recursos Ltda

CIK 0001589176 · RIO DE JANEIRO, D5 · Quarter end: 2026-06-30 · Filed on: 2026-08-19 · Open the SEC source

SPX Gestao de Recursos Ltda reported 79 positions worth $898.0M as of June 30, 2026 (13F filed August 19, 2026). Largest holding: XP (8.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$898.0M
2026 Q2
Positions
79
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.4%
Est. Net Flow (Q)
2026 Q2
10 / 79 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1XPXP INC - CLASS ASH$78.3M8.71%4,813,132
2LTMLATAM AIRLINES GROUP-SP ADRSH$61.0M6.79%1,046,638
3TGSTRANSPORT GAS SUR B ADRSH$54.0M6.01%1,815,590
4PAMPAMPA ENERGIA SASH$45.0M5.01%547,637
5VINPVINCI COMPASS INVESTMENTS LTDSH$43.2M4.81%4,441,517
6ARCOARCOS DORADOS HOLDINGS INCSH$36.3M4.04%4,501,327
7STNESTONECO LTD-ASH$32.6M3.63%3,004,035
8EMBJEMBRAER SASH$32.1M3.58%503,225
9BBDBANCO BRADESCOSH$30.8M3.42%8,863,299
10TEOTELECOM ARGENTINASH$30.2M3.36%2,320,411

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SPX Gestao de Recursos Ltda hold as of Q2 2026?

SPX Gestao de Recursos Ltda reported 79 positions worth $898.0M in its Q2 2026 13F filing. Largest positions: XP (8.7%), LTM (6.8%), TGS (6.0%), PAM (5.0%) and VINP (4.8%).

What did SPX Gestao de Recursos Ltda buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SPX Gestao de Recursos Ltda sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.