Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Vinland Capital Management Gestora de Recursos LTDA. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Vinland Capital Management Gestora de Recursos LTDA. (CIK 1944332) reported $49.7M across 6 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ILCG ($43.6M, 87.76%), SPY ($4.2M, 8.54%), STNE ($912,265, 1.84%), DLO ($434,184, 0.87%), XLE ($354,814, 0.71%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1ILCGISHARES TR$43.6M87.76%200,000New
2SPYSTATE STR SPDR S&P 500 ETF T$4.2M8.54%6,523Added
3STNESTONECO LTD$912,2651.84%64,608New
4DLODLOCAL LTD$434,1840.87%33,476New
5XLESELECT SECTOR SPDR TR$354,8140.71%1,116New
6BBDBANCO BRADESCO S A$98,5500.20%27,000New
7NUNU HLDGS LTD$37,9600.08%509Trimmed
8WDCWESTERN DIGITAL CORP$00.00%0Exited
9UALUNITED AIRLS HLDGS INC$00.00%0Exited
10BACBANK AMERICA CORP$00.00%0Exited
11CRSCARPENTER TECHNOLOGY CORP$00.00%0Exited
12CATCATERPILLAR INC$00.00%0Exited
13CCITIGROUP INC$00.00%0Exited
14CDECOEUR MNG INC$00.00%0Exited
15FFORD MTR CO$00.00%0Exited
16GSGOLDMAN SACHS GROUP INC$00.00%0Exited
17HALHALLIBURTON CO$00.00%0Exited
18TIGOMILLICOM INTL CELLULAR S A$00.00%0Exited
19IQVIQVIA HLDGS INC$00.00%0Exited
20EMXCISHARES INC$00.00%0Exited
21EWJISHARES INC$00.00%0Exited
22JPMJPMORGAN CHASE & CO.$00.00%0Exited
23JNJJOHNSON & JOHNSON$00.00%0Exited
24KLACKLA CORP$00.00%0Exited
25KEYSKEYSIGHT TECHNOLOGIES INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31