Wealth High Governance Capital Ltda

Fundamental concentrated ★Signal CIK 2028828
League rank
#872
in Fundamental concentrated · #7057 overall
Long book
$333.2M
Q1 2026
Positions
46
Top-10 weight
43%
concentration
Last quarter
+4.8%
SPY +14.8%
Turnover
67%
of book per quarter

Strategy in plain words

auto-generated from filings

Wealth High Governance Capital Ltda is a concentrated fundamental stock-picker, running a $333.2M US long book across 46 positions.

The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: COMFORT SYSTEMS USA INC, ROSS STORES INC, PARKER HANNIFIN CORP, PAN AMERICAN SILVER CORP, NRG ENERGY INC.

Over the last 9 quarters its long book ran on average 1.3pp per quarter ahead of the S&P 500, beating the index in 4 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
+1.4%
Q2 2024
+2.0%
Q3 2024
+13.0%
Q4 2024
-10.1%
Q1 2025
+18.2%
Q2 2025
+7.4%
Q3 2025
+6.5%
Q4 2025
+8.6%
Q1 2026
+4.8%

Sector allocation

Industrials
28%
Technology
23%
Materials
22%
Utilities
8%
Consumer discretionary
6%
Communications
3%
Other
3%
Consumer staples
3%

Long book by quarter

$447.3M
Q1 2024
$403.2M
Q2 2024
$284.9M
Q3 2024
$278.8M
Q4 2024
$153.0M
Q1 2025
$322.4M
Q2 2025
$348.2M
Q3 2025
$341.3M
Q4 2025
$333.2M
Q1 2026

What does Wealth High own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
FIX COMFORT SYSTEMS USA INCIndustrials14.0K$19.3M5.8%New
ROST ROSS STORES INCConsumer discretionary87.7K$19.0M5.7%+1025.0%
PH PARKER HANNIFIN CORPIndustrials21.1K$18.9M5.7%+54.4%
PAAS PAN AMERICAN SILVER CORPMaterials316.2K$17.3M5.2%+102.7%
NRG NRG ENERGY INCUtilities87.7K$12.8M3.8%-43.7%
FCX FREEPORT-MCMORAN INCMaterials210.8K$12.4M3.7%New
CW CURTISS-WRIGHT CORPIndustrials17.6K$12.0M3.6%-9.8%
SN SHARKNINJA INCIndustrials105.4K$11.2M3.4%+8.2%
CIEN CIENA CORPTechnology28.0K$10.9M3.3%New
NXT NEXTPOWER INC-CL ATechnology87.7K$10.6M3.2%-43.7%
VST VISTRA CORPUtilities70.1K$10.5M3.2%New
DOCN DIGITALOCEAN HOLDINGS INCTechnology122.6K$10.5M3.2%New
ECHO ECHOSTAR CORP-ACommunications87.6K$10.3M3.1%-25.1%
CLS CELESTICA INCTechnology35.0K$9.9M3.0%+12.4%
LITE LUMENTUM HOLDINGS INCTechnology14.0K$9.8M3.0%-60.0%
CELH CELSIUS HOLDINGS INCConsumer staples245.4K$8.7M2.6%+25.9%
NET CLOUDFLARE INC - CLASS ATechnology42.1K$8.7M2.6%New
CENX CENTURY ALUMINUM COMPANYIndustrials140.5K$8.2M2.5%+44.2%
ALB ALBEMARLE CORPMaterials42.1K$7.6M2.3%-56.8%
TKR TIMKEN COIndustrials70.2K$7.1M2.1%-43.7%
AS AMER SPORTS INCOther210.9K$6.9M2.1%+170.5%
SEI SOLARIS ENERGY INFRASTRUCTURIndustrials122.8K$6.9M2.1%-9.9%
AGI ALAMOS GOLD INC-CLASS AMaterials140.5K$6.2M1.9%New
B BARRICK MINING CORPMaterials140.5K$5.7M1.7%+80.0%
KGC KINROSS GOLD CORPMaterials175.5K$5.4M1.6%New
CNR CORE NATURAL RESOURCES INCMaterials42.1K$4.4M1.3%New
AUGO AURA MINERALS INCMaterials52.7K$4.3M1.3%New
DDOG DATADOG INC - CLASS ATechnology34.6K$4.1M1.2%New
HLI HOULIHAN LOKEY INCFinancials25.8K$3.7M1.1%-33.8%
BTU PEABODY ENERGY CORPMaterials105.1K$3.5M1.0%New
MEOH METHANEX CORPOther42.1K$2.5M0.8%New
BKR BAKER HUGHES COIndustrials35.1K$2.1M0.6%New
SNOW SNOWFLAKE INCTechnology14.0K$2.1M0.6%New
AGBK AGI INC-CL AFinancials280.6K$2.0M0.6%New
XP XP INC - CLASS AFinancials105.1K$2.0M0.6%-73.0%
ENLT ENLIGHT RENEWABLE ENERGY LTDUtilities21.1K$1.4M0.4%New
PLTR PALANTIR TECHNOLOGIES INC-ATechnology7.0K$1.0M0.3%New
NOW SERVICENOW INCTechnology7.0K$732K0.2%New
SRAD SPORTRADAR GROUP AG-ATechnology14.0K$234K0.1%-94.0%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRJun 18, 202646$333.2M canonicalSEC ↗
Q4 202513F-HR/ARESTATEMENTJun 18, 202646$341.3M canonicalSEC ↗
Q4 202513F-HRJan 30, 202646$534.5M SEC ↗
Q3 202513F-HRNov 13, 202535$348.2M canonicalSEC ↗
Q2 202513F-HRAug 14, 202533$322.4M canonicalSEC ↗
Q1 202513F-HRMay 15, 202526$153.0M canonicalSEC ↗
Q4 202413F-HR/ARESTATEMENTApr 7, 202545$278.8M canonicalSEC ↗
Q4 202413F-HRFeb 7, 202545$278.8M SEC ↗
Q3 202413F-HRFeb 7, 202541$284.9M canonicalSEC ↗
Q2 202413F-HRFeb 7, 202541$403.2M canonicalSEC ↗
Q1 202413F-HRFeb 7, 202561$447.3M canonicalSEC ↗