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Wealth High Governance Capital Ltda

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13F filer, CIK 2028828, SAO PAULO, Brazil

Wealth High Governance Capital Ltda reported $333,154,396 across 46 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-06-18. Its ten largest share positions make up 43.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002028828-26-000004

Period
2026-03-31
Reported value
$333M
Holdings
46
Top 10 weight
43.3%
New
23
Sold out
23

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FIXnew+14,023$19.3M
ROSTadded+79,896$17.3M
FCXnew+210,816$12.4M
CIENnew+28,032$10.9M
VSTnew+70,132$10.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
LITEreduced-21,060-$14.8M
SQMexited-194,869-$13.4M
HUTexited-233,843-$10.7M
CHRWexited-62,358-$10M
NRGreduced-68,197-$9.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002028828-26-000004, largest first. % of portfolio is the value over $333,154,396, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,023 shares 14,023$19.3M5.8%newTimeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,795 shares; 2026Q1: 87,691 shares 87,691$19M5.7%+79,896Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 9,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,641 shares; 2026Q1: 21,068 shares 21,068$18.9M5.66%+7,427Timeline
PAASPAN AMERN SILVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,001 shares; 2025Q3: not reported; 2025Q4: 155,980 shares; 2026Q1: 316,199 shares 316,199$17.3M5.18%+160,219Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,200 shares; 2025Q2: 248,000 shares; 2025Q3: 120,000 shares; 2025Q4: 155,895 shares; 2026Q1: 87,698 shares 87,698$12.8M3.85%-68,197Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,000 shares; 2025Q3: 180,000 shares; 2025Q4: not reported; 2026Q1: 210,816 shares 210,816$12.4M3.72%newTimeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,400 shares; 2025Q3: 18,000 shares; 2025Q4: 19,487 shares; 2026Q1: 17,575 shares 17,575$12M3.59%-1,912Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,434 shares; 2026Q1: 105,444 shares 105,444$11.2M3.35%+8,010Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,032 shares 28,032$10.9M3.27%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,895 shares; 2026Q1: 87,706 shares 87,706$10.6M3.17%-68,189Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,132 shares 70,132$10.5M3.16%newTimeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,624 shares 122,624$10.5M3.16%newTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,921 shares; 2026Q1: 87,584 shares 87,584$10.3M3.08%-29,337Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,258 shares; 2025Q1: 37,200 shares; 2025Q2: 86,800 shares; 2025Q3: 36,000 shares; 2025Q4: 31,179 shares; 2026Q1: 35,042 shares 35,042$9.87M2.96%+3,863Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,076 shares; 2026Q1: 14,016 shares 14,016$9.85M2.96%-21,060Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194,869 shares; 2026Q1: 245,377 shares 245,377$8.71M2.61%+50,508Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,107 shares 42,107$8.69M2.61%newTimeline
CENXCENTURY ALUM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,999 shares; 2025Q2: not reported; 2025Q3: 150,000 shares; 2025Q4: 97,434 shares; 2026Q1: 140,525 shares 140,525$8.25M2.48%+43,091Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 49,868 shares; 2025Q1: 37,468 shares; 2025Q2: 12,668 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,222 shares 105,222$7.94M2.38%newTimeline
SKMSK TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264,247 shares 264,247$7.74M2.32%newTimeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,392 shares; 2026Q1: 42,112 shares 42,112$7.56M2.27%-55,280Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,716 shares; 2026Q1: 70,183 shares 70,183$7.06M2.12%-54,533Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares; 2025Q4: 77,948 shares; 2026Q1: 210,873 shares 210,873$6.94M2.08%+132,925Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136,365 shares; 2026Q1: 122,832 shares 122,832$6.94M2.08%-13,533Timeline
AGIALAMOS GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 248,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 140,461 shares 140,461$6.24M1.87%newTimeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,948 shares; 2026Q1: 105,229 shares 105,229$6.15M1.85%+27,281Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,032 shares; 2026Q1: 140,461 shares 140,461$5.73M1.72%+62,429Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,542 shares 175,542$5.36M1.61%newTimeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,071 shares 42,071$4.41M1.32%newTimeline
AUGOAURA MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,666 shares 52,666$4.3M1.29%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,603 shares 34,603$4.08M1.23%newTimeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,843 shares; 2026Q1: 70,165 shares 70,165$3.91M1.17%-163,678Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,600 shares; 2025Q3: 72,000 shares; 2025Q4: 38,974 shares; 2026Q1: 25,816 shares 25,816$3.71M1.11%-13,158Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105,101 shares 105,101$3.46M1.04%newTimeline
PAMPAMPA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,076 shares; 2026Q1: 29,043 shares 29,043$2.57M0.77%-6,033Timeline
MEOHMETHANEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,106 shares 42,106$2.51M0.75%newTimeline
ECECOPETROL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,000 shares; 2025Q2: 186,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,246 shares 161,246$2.42M0.73%newTimeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,148 shares 35,148$2.15M0.64%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,006 shares 14,006$2.11M0.63%newTimeline
AGBKAGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280,641 shares 280,641$2.04M0.61%newTimeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389,738 shares; 2026Q1: 105,108 shares 105,108$2M0.6%-284,630Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,033 shares 70,033$1.45M0.44%newTimeline
ENLTENLIGHT RENEWABLE ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,076 shares 21,076$1.44M0.43%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,997 shares 6,997$1.02M0.31%newTimeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,003 shares 7,003$732K0.22%newTimeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,600 shares; 2025Q2: 403,000 shares; 2025Q3: 149,998 shares; 2025Q4: 233,843 shares; 2026Q1: 13,993 shares 13,993$234K0.07%-219,850Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SQMSOCIEDAD QUIMICA Y MINERA DE194,869$13.4Mshares
HUTHUT 8 CORP233,843$10.7Mshares
CHRWC H ROBINSON WORLDWIDE IN62,358$10Mshares
CVNACARVANA CO23,359$9.86Mshares
HBMHUDBAY MINERALS INC467,686$9.29Mshares
CCITIGROUP INC77,948$9.1Mshares
MSMORGAN STANLEY46,769$8.3Mshares
TTMITTM TECHNOLOGIES INC116,921$8.07Mshares
KRESPDR SERIES TRUST116,921$7.58Mshares
CRHCRH PLC58,461$7.3Mshares
CCJCAMECO CORP77,948$7.13Mshares
TRUTRANSUNION77,948$6.68Mshares
RLRALPH LAUREN CORP11,692$4.13Mshares
DECKDECKERS OUTDOOR CORP38,974$4.04Mshares
FLUTFLUTTER ENTMT PLC15,589$3.35Mshares
VIKVIKING HOLDINGS LTD46,769$3.34Mshares
KGSKODIAK GAS SVCS INC77,948$2.92Mshares
CMGCHIPOTLE MEXICAN GRILL INC77,948$2.88Mshares
HPEHEWLETT PACKARD ENTERPRISE C116,921$2.81Mshares
IAGIAMGOLD CORP155,895$2.57Mshares
GAPGAP INC77,948$2Mshares
EATBRINKER INTL INC11,692$1.68Mshares
WMTWALMART INC3,897$434Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002028828-26-000004 base2026-06-18acceptance time not in the bulk data set