Vinland Capital Management Gestora de Recursos LTDA. — 13F holdings

Vinland Capital Management Gestora de Recursos LTDA. reported 16 holdings worth $10.1M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $4.87M (48.0%)
  2. TX TERNIUM SA — $1.59M (15.7%)
  3. ITUB ITAU UNIBANCO HLDG S A — $1.21M (12.0%)
  4. BUD ANHEUSER BUSCH INBEV SA/NV — $832K (8.2%)
  5. VALE VALE S A — $787K (7.7%)
  6. XLV SELECT SECTOR SPDR TR — $311K (3.1%)
  7. SOXX ISHARES TR — $166K (1.6%)
  8. DRAM ROUNDHILL ETF TRUST — $153K (1.5%)
  9. EWJ ISHARES INC — $121K (1.2%)
  10. QQQ Invesco Qqq Tr — $103K (1.0%)