SPX Gestao de Recursos Ltda — 13F holdings

SPX Gestao de Recursos Ltda reported 88 holdings worth $898M in its 13F filing for Q2 2026, filed August 19, 2026.

Largest positions

1. XP XP INC — $78.3M (8.7%)
2. LTM LATAM AIRLINES GROUP SA — $61.0M (6.8%)
3. TGS TRANSPORTADORA DE GAS SUR — $54.0M (6.0%)
4. PAM PAMPA ENERGIA S A — $45.0M (5.0%)
5. VINP VINCI COMPASS INVESTMENTS LT — $43.2M (4.8%)
6. ARCO ARCOS DORADOS HOLDINGS INC — $36.3M (4.0%)
7. STNE STONECO LTD — $32.6M (3.6%)
8. EMBJ EMBRAER S.A. — $32.1M (3.6%)
9. BBD BANCO BRADESCO S A — $30.8M (3.4%)
10. TEO TELECOM ARGENTINA SA — $30.2M (3.4%)