Filed: 1/30/2026ACC: 0002028828-26-000001
📋 What this filing means
WEALTH HIGH GOVERNANCE CAPITAL LTDA filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $534.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$534.47M
Total AUM (reported)
7.51M
Total Shares
Allocation by class
COM$225.00M42.1%
COM NEW$95.77M17.9%
CL A$62.46M11.7%
COM SHS$26.94M5.0%
CLASS A COM$21.26M4.0%
SPON ADR SER B$20.99M3.9%
SOLAR ETF$17.99M3.4%
Portfolio Concentration
Top 3$81.72M15.3%
4–10$131.79M24.7%
11–25$204.95M38.3%
Rest$116.01M21.7%
Top 3 weight
15.3%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 7.51M
Sole
Full voting authority
7.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole46
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:
NRG ENERGY INC
SOLEShares244.10K
TypeSH
Market value$38.87M
7.27%
Sole
244.10K
Shared
0.00
None
0.00
ALBEMARLE
SOLEShares152.61K
TypeSH
Market value$21.58M
4.04%
Sole
152.61K
Shared
0.00
None
0.00
NEXTPOWER INC
SOLEShares244.10K
TypeSH
Market value$21.26M
3.98%
Sole
244.10K
Shared
0.00
None
0.00
SOCIEDAD QUIMICA Y MINERA DE
SOLEShares305.13K
TypeSH
Market value$20.99M
3.93%
Sole
305.13K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares54.92K
TypeSH
Market value$20.24M
3.79%
Sole
54.92K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares183.08K
TypeSH
Market value$19.90M
3.72%
Sole
183.08K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares21.36K
TypeSH
Market value$18.77M
3.51%
Sole
21.36K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares366.16K
TypeSH
Market value$17.99M
3.37%
Sole
366.16K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares152.57K
TypeSH
Market value$17.07M
3.19%
Sole
152.57K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares366.16K
TypeSH
Market value$16.82M
3.15%
Sole
366.16K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares30.51K
TypeSH
Market value$16.82M
3.15%
Sole
30.51K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares195.28K
TypeSH
Market value$16.43M
3.07%
Sole
195.28K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE INC
SOLEShares97.64K
TypeSH
Market value$15.70M
2.94%
Sole
97.64K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares36.64K
TypeSH
Market value$15.46M
2.89%
Sole
36.64K
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares732.31K
TypeSH
Market value$14.54M
2.72%
Sole
732.31K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares48.82K
TypeSH
Market value$14.43M
2.70%
Sole
48.82K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares122.05K
TypeSH
Market value$14.24M
2.66%
Sole
122.05K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares305.13K
TypeSH
Market value$13.96M
2.61%
Sole
305.13K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares73.23K
TypeSH
Market value$13.00M
2.43%
Sole
73.23K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP
SOLEShares244.02K
TypeSH
Market value$12.64M
2.37%
Sole
244.02K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares183.08K
TypeSH
Market value$12.63M
2.36%
Sole
183.08K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares183.08K
TypeSH
Market value$11.87M
2.22%
Sole
183.08K
Shared
0.00
None
0.00
CRH PLC
SOLEShares91.54K
TypeSH
Market value$11.42M
2.14%
Sole
91.54K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares122.05K
TypeSH
Market value$11.17M
2.09%
Sole
122.05K
Shared
0.00
None
0.00
HOULIHAN LOKEY INC
SOLEShares61.03K
TypeSH
Market value$10.63M
1.99%
Sole
61.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NRG ENERGY INCSOLE | COM NEW | 244.10K | SH | $38.87M 7.27% | 244.10K | 0.00 | 0.00 |
ALBEMARLESOLE | COM | 152.61K | SH | $21.58M 4.04% | 152.61K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 244.10K | SH | $21.26M 3.98% | 244.10K | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DESOLE | SPON ADR SER B | 305.13K | SH | $20.99M 3.93% | 305.13K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 54.92K | SH | $20.24M 3.79% | 54.92K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 183.08K | SH | $19.90M 3.72% | 183.08K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 21.36K | SH | $18.77M 3.51% | 21.36K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | SOLAR ETF | 366.16K | SH | $17.99M 3.37% | 366.16K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 152.57K | SH | $17.07M 3.19% | 152.57K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 366.16K | SH | $16.82M 3.15% | 366.16K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 30.51K | SH | $16.82M 3.15% | 30.51K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 195.28K | SH | $16.43M 3.07% | 195.28K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 97.64K | SH | $15.70M 2.94% | 97.64K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 36.64K | SH | $15.46M 2.89% | 36.64K | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 732.31K | SH | $14.54M 2.72% | 732.31K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 48.82K | SH | $14.43M 2.70% | 48.82K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 122.05K | SH | $14.24M 2.66% | 122.05K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 305.13K | SH | $13.96M 2.61% | 305.13K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 73.23K | SH | $13.00M 2.43% | 73.23K | 0.00 | 0.00 |
PAN AMERN SILVER CORPSOLE | COM | 244.02K | SH | $12.64M 2.37% | 244.02K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 183.08K | SH | $12.63M 2.36% | 183.08K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 183.08K | SH | $11.87M 2.22% | 183.08K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 91.54K | SH | $11.42M 2.14% | 91.54K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 122.05K | SH | $11.17M 2.09% | 122.05K | 0.00 | 0.00 |
HOULIHAN LOKEY INCSOLE | CL A | 61.03K | SH | $10.63M 1.99% | 61.03K | 0.00 | 0.00 |
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