Wealth High Governance Capital Ltda

13F filer · CIK 0002028828

Reported Aug 13, 2026

13F portfolio value$334MU.S. long equity reported on 13F

Positions34Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight47.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202634 positions
GNRCGenerac Holdings Inc.	$24.2M	7.25%	0.14%	New	Q2 2026
GLWCorning Inc	$17.6M	5.27%	0.01%	New	Q2 2026
PHParker-Hannifin Corp	$16.2M	4.84%	0.01%	-21.4%	Q1 2024
TKRTimken Co	$16M	4.80%	0.16%	+57.4%	Q4 2025
AMDAdvanced Micro Devices Inc	$16M	4.80%	0.00%	Not reported	Q4 2023
SNSharkNinja, Inc.	$14.7M	4.40%	0.07%	-8.4%	Q4 2023
DDOGDatadog, Inc.	$14.4M	4.30%	0.07%	+59.6%	Q2 2024
FIXComfort Systems USA Inc	$13.7M	4.09%	0.02%	-50.8%	Q1 2026
HUTHut 8 Corp.	$12.8M	3.81%	0.09%	Not reported	Q2 2024
CWCurtiss Wright Corp	$12.6M	3.75%	0.04%	-5.7%	Q2 2025
FPSForgent Power Solutions, Inc.	$12.3M	3.69%	Not reported	New	Q2 2026
MKSIMKS Inc	$12.3M	3.67%	0.04%	New	Q2 2026
AMATApplied Materials Inc	$12M	3.58%	0.00%	New	Q2 2026
UCTTUltra Clean Holdings, Inc.	$11.8M	3.53%	0.18%	New	Q2 2026
CATCaterpillar Inc	$11.8M	3.52%	0.00%	New	Q2 2026
RBLXRoblox Corp	$9.01M	2.69%	0.02%	Not reported	Q2 2025
SEISolaris Energy Infrastructure, Inc.	$8.89M	2.66%	Not reported	-10.1%	Q4 2025
ROSTRoss Stores, Inc.	$8.81M	2.64%	0.01%	-52.8%	Q4 2025
DOCNDigitalOcean Holdings, Inc.	$8.67M	2.59%	0.05%	-55.0%	Q1 2026
NXTNextpower Inc.	$8.23M	2.46%	0.05%	-21.3%	Q4 2025
JBHTHunt J B Transport Services Inc	$7.99M	2.39%	0.03%	New	Q2 2026
MWHSOLV Energy, Inc.	$7.52M	2.25%	Not reported	New	Q2 2026
BTDRBitdeer Technologies Group	$7.01M	2.10%	0.19%	Not reported	Q3 2024
CIENCiena Corp	$6.78M	2.03%	0.01%	-50.7%	Q1 2024
PURRHyperliquid Strategies Inc	$6.52M	1.95%	0.41%	New	Q2 2026
ASAmer Sports, Inc.	$5.6M	1.68%	0.03%	-21.5%	Q3 2025
BTIBritish American Tobacco p.l.c.	$5.12M	1.53%	0.00%	-21.3%	Q4 2025
ENLTEnlight Renewable Energy Ltd.	$4.92M	1.47%	0.04%	+162.0%	Q1 2026
EATBrinker International, Inc	$3.71M	1.11%	0.05%	Not reported	Q1 2025
SKMSK Telecom Co Ltd	$2.67M	0.80%	0.04%	-68.6%	Q1 2026
ALMAlmonty Industries Inc.	$1.83M	0.55%	0.04%	New	Q2 2026
CRDOCredo Technology Group Holding Ltd	$1.5M	0.45%	0.00%	New	Q2 2026
DPCDPC Holdings PLC	$1.35M	0.40%	0.02%	New	Q2 2026
AGBKAGI Inc	$196K	0.06%	Not reported	-90.2%	Q1 2026
Q1 2026Reported Jun 18, 202645 positions
FIXComfort Systems USA Inc	$19.3M	5.80%	0.04%	New	Q1 2026
ROSTRoss Stores, Inc.	$19M	5.70%	0.03%	+1025.0%	Q4 2025
PHParker-Hannifin Corp	$18.9M	5.66%	0.02%	+54.5%	Q1 2024
PAASPan American Silver Corp	$17.3M	5.18%	0.08%	+102.7%	Q2 2024
NRGNRG Energy, Inc.	$12.8M	3.85%	0.04%	-43.8%	Q1 2024
FCXFreeport-Mcmoran Inc	$12.4M	3.72%	0.01%	Not reported	Q1 2024
CWCurtiss Wright Corp	$12M	3.59%	0.05%	-9.8%	Q2 2025
SNSharkNinja, Inc.	$11.2M	3.35%	0.07%	+8.2%	Q4 2023
CIENCiena Corp	$10.9M	3.27%	0.02%	Not reported	Q1 2024
NXTNextpower Inc.	$10.6M	3.17%	0.06%	-43.7%	Q4 2025
VSTVistra Corp.	$10.5M	3.16%	0.02%	Not reported	Q1 2024
DOCNDigitalOcean Holdings, Inc.	$10.5M	3.16%	0.12%	New	Q1 2026
ECHOEchoStar CORP	$10.3M	3.08%	0.18%	-25.1%	Q4 2025
CLSCelestica Inc	$9.87M	2.96%	0.03%	+12.4%	Q4 2024
LITELumentum Holdings Inc.	$9.85M	2.96%	0.02%	-60.0%	Q4 2025
CELHCelsius Holdings, Inc.	$8.71M	2.61%	0.10%	+25.9%	Q4 2025
NETCloudflare, Inc.	$8.69M	2.61%	Not reported	New	Q1 2026
CENXCentury Aluminum Co	$8.25M	2.48%	0.14%	+44.2%	Q1 2025
VISTVista Energy, S.A.B. de C.V.	$7.94M	2.38%	0.11%	Not reported	Q4 2023
SKMSK Telecom Co Ltd	$7.74M	2.32%	0.12%	New	Q1 2026
ALBAlbemarle Corp	$7.56M	2.27%	0.04%	-56.8%	Q4 2025
TKRTimken Co	$7.06M	2.12%	0.10%	-43.7%	Q4 2025
ASAmer Sports, Inc.	$6.94M	2.08%	0.04%	+170.5%	Q3 2025
SEISolaris Energy Infrastructure, Inc.	$6.94M	2.08%	Not reported	-9.9%	Q4 2025
AGIAlamos Gold Inc	$6.24M	1.87%	0.03%	Not reported	Q2 2025
BTIBritish American Tobacco p.l.c.	$6.15M	1.85%	0.00%	+35.0%	Q4 2025
BBarrick Mining Corp	$5.73M	1.72%	0.01%	+80.0%	Q4 2025
KGCKinross Gold Corp	$5.36M	1.61%	0.01%	New	Q1 2026
CNRCore Natural Resources, Inc.	$4.41M	1.32%	0.08%	New	Q1 2026
AUGOAura Minerals Inc.	$4.3M	1.29%	0.06%	New	Q1 2026
DDOGDatadog, Inc.	$4.08M	1.23%	0.04%	Not reported	Q2 2024
HLIHoulihan Lokey, Inc.	$3.71M	1.11%	4.39%	-33.8%	Q3 2024
BTUPeabody Energy Corp	$3.46M	1.04%	0.09%	New	Q1 2026
PAMPampa Energy Inc.	$2.57M	0.77%	0.00%	-17.2%	Q4 2025
MEOHMethanex Corp	$2.51M	0.75%	0.05%	New	Q1 2026
ECEcopetrol S.A.	$2.42M	0.73%	0.00%	Not reported	Q1 2025
BKRBaker Hughes Co	$2.15M	0.64%	0.00%	New	Q1 2026
SNOWSnowflake Inc.	$2.11M	0.63%	0.00%	New	Q1 2026
AGBKAGI Inc	$2.04M	0.61%	Not reported	New	Q1 2026
XPXP Inc.	$2M	0.60%	Not reported	-73.0%	Q4 2023
PBRPetrobras - Petroleo Brasileiro SA	$1.45M	0.44%	0.00%	New	Q1 2026
ENLTEnlight Renewable Energy Ltd.	$1.44M	0.43%	0.02%	New	Q1 2026
PLTRPalantir Technologies Inc.	$1.02M	0.31%	0.00%	Not reported	Q4 2024
NOWServiceNow, Inc.	$732K	0.22%	0.00%	Not reported	Q4 2022
SRADSportradar Group AG	$234K	0.07%	Not reported	-94.0%	Q1 2025
Q4 2025Reported Jun 18, 202644 positions
NRGNRG Energy, Inc.	$24.8M	7.27%	0.08%	+29.9%	Q1 2024
ALBAlbemarle Corp	$13.8M	4.04%	0.08%	New	Q4 2025
NXTNextpower Inc.	$13.6M	3.98%	0.11%	New	Q4 2025
SQMChemical & Mining Co of Chile Inc	$13.4M	3.93%	0.07%	Not reported	Q4 2023
LITELumentum Holdings Inc.	$12.9M	3.79%	0.05%	New	Q4 2025
ECHOEchoStar CORP	$12.7M	3.72%	0.25%	New	Q4 2025
PHParker-Hannifin Corp	$12M	3.51%	0.01%	Not reported	Q1 2024
SNSharkNinja, Inc.	$10.9M	3.19%	0.07%	Not reported	Q4 2023
HUTHut 8 Corp.	$10.7M	3.15%	0.21%	-44.3%	Q2 2024
CWCurtiss Wright Corp	$10.7M	3.15%	0.05%	+8.3%	Q2 2025
TKRTimken Co	$10.5M	3.07%	0.18%	New	Q4 2025
CHRWC. H. Robinson Worldwide, Inc.	$10M	2.94%	0.05%	New	Q4 2025
CVNACarvana Co.	$9.86M	2.89%	Not reported	+94.7%	Q2 2025
HBMHudbay Minerals Inc.	$9.29M	2.72%	0.12%	+29.9%	Q2 2024
CLSCelestica Inc	$9.22M	2.70%	0.03%	-13.4%	Q4 2024
CCitigroup Inc	$9.1M	2.66%	0.00%	Not reported	Q3 2023
CELHCelsius Holdings, Inc.	$8.91M	2.61%	0.08%	New	Q4 2025
MSMorgan Stanley	$8.3M	2.43%	0.00%	Not reported	Q2 2023
PAASPan American Silver Corp	$8.08M	2.37%	0.04%	Not reported	Q2 2024
TTMITTM Technologies Inc	$8.07M	2.36%	0.11%	+224.8%	Q3 2025
CRHCRH Public Ltd Co	$7.3M	2.14%	0.01%	Not reported	Q3 2023
CCJCameco Corp	$7.13M	2.09%	0.02%	Not reported	Q4 2023
HLIHoulihan Lokey, Inc.	$6.79M	1.99%	6.63%	-45.9%	Q3 2024
TRUTransUnion	$6.68M	1.96%	0.04%	New	Q4 2025
XPXP Inc.	$6.38M	1.87%	Not reported	Not reported	Q4 2023
SEISolaris Energy Infrastructure, Inc.	$6.27M	1.84%	Not reported	New	Q4 2025
SRADSportradar Group AG	$5.56M	1.63%	Not reported	+55.9%	Q1 2025
BTIBritish American Tobacco p.l.c.	$4.41M	1.29%	0.00%	New	Q4 2025
RLRalph Lauren Corp	$4.13M	1.21%	Not reported	New	Q4 2025
DECKDeckers Outdoor Corp	$4.04M	1.18%	0.03%	Not reported	Q3 2024
CENXCentury Aluminum Co	$3.82M	1.12%	0.10%	-35.0%	Q1 2025
BBarrick Mining Corp	$3.4M	1.00%	0.00%	New	Q4 2025
FLUTFlutter Entertainment plc	$3.35M	0.98%	0.01%	Not reported	Q3 2024
VIKViking Holdings Ltd	$3.34M	0.98%	Not reported	Not reported	Q3 2024
PAMPampa Energy Inc.	$3.1M	0.91%	0.00%	New	Q4 2025
KGSKodiak Gas Services, Inc.	$2.92M	0.85%	0.09%	New	Q4 2025
ASAmer Sports, Inc.	$2.91M	0.85%	0.01%	-35.0%	Q3 2025
CMGChipotle Mexican Grill Inc	$2.88M	0.84%	0.01%	Not reported	Q1 2023
HPEHewlett Packard Enterprise Co	$2.81M	0.82%	0.01%	-78.4%	Q4 2024
IAGIamgold Corp	$2.57M	0.75%	0.03%	-74.0%	Q3 2025
GAPGap Inc	$2M	0.58%	0.02%	Not reported	Q3 2024
EATBrinker International, Inc	$1.68M	0.49%	0.03%	-90.3%	Q1 2025
ROSTRoss Stores, Inc.	$1.4M	0.41%	0.00%	New	Q4 2025
WMTWalmart Inc.	$434K	0.13%	0.00%	Not reported	Q1 2023
Q3 2025Reported Nov 13, 202532 positions
EQTEQT Corp	$26.1M	7.50%	0.08%	+209.7%	Q4 2024
EXEEXPAND ENERGY Corp	$25.5M	7.32%	0.10%	+222.6%	Q2 2024
NRGNRG Energy, Inc.	$19.4M	5.58%	0.06%	-51.6%	Q1 2024
JEFJefferies Financial Group Inc.	$15.7M	4.51%	0.12%	+93.6%	Q2 2024
EATBrinker International, Inc	$15.2M	4.37%	0.27%	+222.6%	Q1 2025
HLIHoulihan Lokey, Inc.	$14.8M	4.25%	12.25%	+45.2%	Q3 2024
HUTHut 8 Corp.	$14.6M	4.20%	0.40%	Not reported	Q2 2024
HPEHewlett Packard Enterprise Co	$13.3M	3.81%	0.04%	+117.7%	Q4 2024
ONONOn Holding AG	$12.7M	3.65%	0.10%	-19.4%	Q1 2024
CWCurtiss Wright Corp	$9.77M	2.81%	0.05%	+45.2%	Q2 2025
CLSCelestica Inc	$8.87M	2.55%	0.03%	-58.5%	Q4 2024
RBLXRoblox Corp	$8.31M	2.39%	0.01%	+61.3%	Q2 2025
BIRKBirkenstock Holding plc	$8.15M	2.34%	0.10%	-35.5%	Q3 2024
LTMLatam Airlines Group S.A.	$8.15M	2.34%	0.00%	New	Q3 2025
NINisource Inc.	$7.79M	2.24%	0.04%	Not reported	Q4 2024
IAGIamgold Corp	$7.76M	2.23%	0.11%	New	Q3 2025
ANFAbercrombie & Fitch Co	$7.7M	2.21%	0.19%	Not reported	Q1 2024
FCXFreeport-Mcmoran Inc	$7.06M	2.03%	0.01%	+190.3%	Q1 2024
CCLCarnival Corp Ltd.	$6.94M	1.99%	0.02%	-61.3%	Q1 2025
RRCRange Resources Corp	$6.78M	1.95%	0.08%	Not reported	Q2 2024
ARANTERO RESOURCES Corp	$6.04M	1.74%	0.06%	Not reported	Q2 2024
EISItt Educational Services Inc	$6.02M	1.73%	0.25%	New	Q3 2025
HBMHudbay Minerals Inc.	$5.46M	1.57%	0.09%	-42.0%	Q2 2024
ELFe.l.f. Beauty, Inc.	$4.77M	1.37%	0.06%	-35.5%	Q2 2023
CVNACarvana Co.	$4.53M	1.30%	Not reported	+93.6%	Q2 2025
CENXCentury Aluminum Co	$4.4M	1.26%	0.16%	Not reported	Q1 2025
ASAmer Sports, Inc.	$4.17M	1.20%	0.02%	New	Q3 2025
SRADSportradar Group AG	$4.03M	1.16%	Not reported	-62.8%	Q1 2025
AAAlcoa Corp	$3.95M	1.13%	0.05%	Not reported	Q2 2024
WIXWix.com Ltd.	$2.13M	0.61%	0.02%	New	Q3 2025
TTMITTM Technologies Inc	$2.07M	0.60%	0.03%	New	Q3 2025
BTDRBitdeer Technologies Group	$2.05M	0.59%	0.06%	Not reported	Q3 2024

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