Institutions / Vinland Capital Management Gestora de Recursos LTDA.

Vinland Capital Management Gestora de Recursos LTDA.

CIK 1944332 · Institution · as of Dec 31, 2025
Portfolio value
$8.18M
Positions
66
As of
Dec 31, 2025

Portfolio trend

Portfolio value

$8.18M+5.6%
$8.18M$4.45M$723.8KQ1 '25Q2 '25Q3 '25Q4 '25

Positions

66+78.4%
66389Q1 '25Q2 '25Q3 '25Q4 '25

Top holdings

Dec 31, 2025View all 66 →
CompanyClassValueShares% of portfolio
SPDR Series Trust$652.7K6,3008.0%
Vale S.A.VALEADR$651.5K50,0008.0%
SPDR S&P 500 ETF Tr$565.7K1516.9%
U Hldgs Ltd$512.7K28,1446.3%
iShares Inc$289.5K7253.5%
Vanguard Intl Equity Index F$281.6K6133.4%
ELI LILLY & Co$184.8K1722.3%
The Goldman Sachs Group, Inc.$174.0K1982.1%
Johnson & Johnson$173.4K8382.1%
Walmart Inc.$168.9K1,5162.1%
Halliburton Co$166.6K5,8962.0%
Viatris Inc$166.2K13,3482.0%
Keysight Technologies, Inc.$163.0K8022.0%
Ulta Beauty, Inc.$162.7K2692.0%
Ralph Lauren Corp$162.0K4582.0%
Ford Motor Co$161.3K12,2922.0%
Citigroup Inc$161.3K1,3822.0%
United Airlines Holdings Inc$161.0K1,4402.0%
Tapestry Inc$160.6K1,2572.0%
Iqvia Holdings Inc.$159.8K7092.0%
Rockwell Automation Inc$158.7K4081.9%
Parker-Hannifin Corp$158.2K1801.9%
Bank of America Corp /De$157.6K2,8661.9%
Ross Stores, Inc.$157.6K8751.9%
Caterpillar Inc$157.5K2751.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2025
as of
TrimTIMB
Tim S.A.
ADR
$-1.35M-86K
-100.00%
0
0.00% of portfolio
low
Q2 2025
as of
TrimABEV
Ambev S.A.
ADR
$-932.0K-400K
-100.00%
0
0.00% of portfolio
low
Q3 2025
as of
TrimMercadoLibre, Inc.
Common stock
$-723.8K-51
-100.00%
0
0.00% of portfolio
low
Q2 2025
as of
AddMercadoLibre, Inc.
Common stock
$723.8K+51
51
8.84% of portfolio
low
Q2 2025
as of
Trim15234Q108
Common stock
$-709.7K-91K
-100.00%
0
0.00% of portfolio
low
Q4 2025
as of
New78464A755
Common stock
$652.7K+6K
6,300
7.98% of portfolio
low
Q4 2025
as of
NewVALE
Vale S.A.
ADR
$651.5K+50K
50,000
7.96% of portfolio
low
Q3 2025
as of
NewG6683N103
Common stock
$588.3K+32K
31,559
7.19% of portfolio
low
Q4 2025
as of
New78462F103
Common stock
$565.7K+151
151
6.91% of portfolio
low
Q3 2025
as of
New500767306
Common stock
$492.9K+12K
11,734
6.02% of portfolio
low