account_balance
Investment manager · 13F filer · SEC CIK 1944332
Vinland Capital Management Gestora de Recursos LTDA.
Reported value$4.02Mas of Sep 30, 2026
Positions12 2 new, 5 sold out
Top 10 weight100.0%TX alone is 44%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
TXTernium S.A.
44.3%Trimmed −12%
ITUBItau Unibanco Holding S.A.
41.7%Added +32%
VALEVale S.A.
8.5%Trimmed −51%
CCJCameco Corp
5.3%New
TXTernium S.A.
44.3%Trimmed −12%
ITUBItau Unibanco Holding S.A.
41.7%Added +32%
VALEVale S.A.
8.5%
CCJCameco Corp
5.3%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TX Ternium S.A. 44.3% Trimmed −12%ITUB Itau Unibanco Holding S.A. 41.7% Added +32%VALE Vale S.A. 8.5% Trimmed −51%CCJ Cameco Corp 5.3% NewXP XP Inc. 0.2% New
SOXX iShares Tr 0.0% Trimmed −100%
SPY SPDR S&P 500 ETF Trust 0.0% Trimmed −100%XLV Select Sector SPDR Tr 0.0% Trimmed −100%
EWJ iShares Inc 0.0% Trimmed −100%
BUD Anheuser-Busch InBev SA 0.0% Trimmed −100%DRAM Roundhill ETF Trust 0.0% Trimmed −100%
QQQ Invesco QQQ Tr 0.0% Trimmed −100%
What changed
Biggest moves since Jun 30, 2026
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