SPX Gestao de Recursos Ltda

Fundamental diversified ★Signal CIK 1589176
League rank
#927
in Fundamental diversified · #7379 overall
Long book
$1.20B
Q1 2026
Positions
73
Top-10 weight
61%
concentration
Last quarter
-2.6%
SPY +14.8%
Turnover
45%
of book per quarter

Strategy in plain words

auto-generated from filings

SPX Gestao de Recursos Ltda is a diversified fundamental manager, running a $1.20B US long book across 73 positions.

The portfolio is concentrated: the top 10 names carry 61% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: PETROLEO BRASIL-SP PREF ADR, SS CONSUMER STAPLES SEL SECT, STONECO LTD-A, VALE SA-SP ADR, ISHARES MSCI CHINA ETF.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.7%
Q2 2024
+5.5%
Q3 2024
-7.6%
Q4 2024
-2.0%
Q1 2025
+15.8%
Q2 2025
+9.7%
Q3 2025
+6.4%
Q4 2025
+8.5%
Q1 2026
-2.6%

Sector allocation

Financials
37%
Technology
35%
Consumer discretionary
13%
Industrials
12%
Services media
2%
Other
1%
Utilities
1%
Materials
0%

Long book by quarter

$1.14B
Q1 2024
$659.7M
Q2 2024
$749.6M
Q3 2024
$662.6M
Q4 2024
$773.4M
Q1 2025
$1.07B
Q2 2025
$1.19B
Q3 2025
$977.0M
Q4 2025
$1.20B
Q1 2026

What does SPX Gestao own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
STNE STONECO LTD-ATechnology7.7M$109.1M9.1%+47.6%
VINP VINCI COMPASS INVESTMENTS LTFinancials4.7M$49.3M4.1%+16.8%
ARCO ARCOS DORADOS HOLDINGS INC-AConsumer discretionary5.9M$49.1M4.1%-21.2%
NVDA NVIDIA CORPTechnology263.2K$45.9M3.8%+1715.2%
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials2.6M$36.9M3.1%New
INTR INTER & CO INC - CL AFinancials4.0M$32.0M2.7%+1059.2%
CPA COPA HOLDINGS SA-CLASS AIndustrials224.8K$25.5M2.1%-42.9%
BAP CREDICORP LTDFinancials67.4K$22.9M1.9%-66.1%
XP XP INC - CLASS AFinancials1.2M$22.6M1.9%-71.7%
AMZN AMAZON.COM INCConsumer discretionary62.6K$13.0M1.1%+93.0%
SN SHARKNINJA INCIndustrials104.2K$11.0M0.9%Held
AA ALCOA CORPIndustrials155.3K$10.3M0.9%New
CPAY CORPAY INCServices media29.3K$8.5M0.7%Held
EVEX EVE HOLDING INCIndustrials2.3M$5.7M0.5%-19.4%
GRND GRINDR INCTechnology455.8K$5.5M0.5%+13.4%
META META PLATFORMS INC-CLASS ATechnology8.5K$4.9M0.4%+90.1%
OWL BLUE OWL CAPITAL INCFinancials489.7K$4.5M0.4%Held
UTE0 CANTALOUPE INC298.6K$3.2M0.3%Held
CORZ CORE SCIENTIFIC INCFinancials205.3K$3.1M0.3%+95.9%
TLN TALEN ENERGY CORPUtilities7.5K$2.4M0.2%-21.1%
SOLS SOLSTICE ADV MATERIALS INCMaterials29.6K$2.3M0.2%New
PGY PAGAYA TECHNOLOGIES LTD -AFinancials180.1K$2.1M0.2%+49.7%
TDG TRANSDIGM GROUP INCIndustrials1.8K$2.1M0.2%+27.1%
NYAX NAYAX LTDTechnology20.5K$1.1M0.1%-14.3%
JBL JABIL INCTechnology4.0K$1.1M0.1%New
IREN IREN LTDFinancials28.9K$992K0.1%+65.4%
STLD STEEL DYNAMICS INCIndustrials419$75K0.0%New
MU MICRON TECHNOLOGY INCTechnology215$73K0.0%-99.8%
IFS INTERCORP FINANCIAL SERVICESFinancials200$10K0.0%New
SCCO SOUTHERN COPPER CORPMaterials1$1720.0%New
AAOI APPLIED OPTOELECTRONICS INCTechnology0$00.0%Held
LRCX LAM RESEARCH CORPIndustrials0$00.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 202682$1.20B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202673$978.9M canonicalSEC ↗
Q3 202513F-HRNov 12, 2025167$1.20B canonicalSEC ↗
Q2 202513F-HRAug 12, 2025117$1.07B canonicalSEC ↗
Q1 202513F-HRMay 14, 2025107$776.6M canonicalSEC ↗
Q4 202413F-HRFeb 7, 202595$665.9M canonicalSEC ↗
Q3 202413F-HRDec 12, 202471$756.5M canonicalSEC ↗
Q2 202413F-HRAug 26, 202480$671.2M canonicalSEC ↗
Q1 202413F-HRAug 23, 202486$1.15B canonicalSEC ↗