Fund HoldingsKapitalo Investimentos Ltda

Total Portfolio Value
$149.48M
Total Bought
$56.55M
Total Sold
$306.37M
Net Transaction
-$249.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
DISNEY WALT CO(DIS)0128,347+128,347014,2919.56%+14,291
ALLETE INC0134,889+134,88908,7415.85%+8,741
EMBRAER S.A.(EMBJ)039,948+39,94801,4650.98%+1,465
EVE HLDG INC(EVEX)0500,000+500,00002,7201.82%+2,720
BRF SA0163,014+163,01406630.44%+663
OVINTIV INC(OVV)015,871+15,87106430.43%+643
AZUL S A89,006538,861+449,8553069000.60%+594
LIVE NATION ENTERTAINMENT IN(LYV)03,989+3,98905170.35%+517
UGI CORP NEW(UGI)016,189+16,18904570.31%+457
APTARGROUP INC02,698+2,69804240.28%+424
ATMOS ENERGY CORP(ATO)02,930+2,93004080.27%+408
WELLTOWER INC(WELL)03,077+3,07703880.26%+388
VENTAS INC(VTR)06,459+6,45903800.25%+380
TIM S A(TIMB)030,868+30,86803630.24%+363
KIMBERLY-CLARK CORP(KMB)02,740+2,74003590.24%+359
JOHNSON & JOHNSON(JNJ)02,429+2,42903510.23%+351
EQUITY LIFESTYLE PPTYS INC(ELS)05,133+5,13303420.23%+342
SELECT SECTOR SPDR TR
ST STR MATER ETF
03,925+3,92503300.22%+330
ARES CAPITAL CORP(ARCC)014,478+14,47803170.21%+317
INCYTE CORP(INCY)04,403+4,40303040.20%+304
CARDINAL HEALTH INC(CAH)02,494+2,49402950.20%+295
EXELON CORP(EXC)07,709+7,70902900.19%+290
APPLIED INDL TECHNOLOGIES IN(AIT)01,172+1,17202810.19%+281
CHEWY INC(CHWY)08,261+8,26102770.19%+277
PARAMOUNT GLOBAL026,344+26,34402760.18%+276
ARMSTRONG WORLD INDS INC NEW(AWI)01,943+1,94302750.18%+275
CISCO SYS INC(CSCO)04,607+4,60702730.18%+273
COTERRA ENERGY INC010,477+10,47702680.18%+268
KIMCO RLTY CORP(KIM)011,349+11,34902660.18%+266
EMCOR GROUP INC(EME)0573+57302600.17%+260
COUPANG INC(CPNG)011,748+11,74802580.17%+258
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,409+3,40902580.17%+258
D R HORTON INC(DHI)01,840+1,84002570.17%+257
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,863+1,86302560.17%+256
SELECT SECTOR SPDR TR
ST STR REAL ETF
06,170+6,17002510.17%+251
TAYLOR MORRISON HOME CORP(TMHC)04,049+4,04902480.17%+248
VALMONT INDS INC(VMI)0808+80802480.17%+248
BOOZ ALLEN HAMILTON HLDG COR01,889+1,88902430.16%+243
EXPEDIA GROUP INC(EXPE)01,290+1,29002400.16%+240
LEIDOS HOLDINGS INC(LDOS)01,663+1,66302400.16%+240
NVR INC(NVR)029+2902370.16%+237
MATSON INC(MATX)01,750+1,75002360.16%+236
CNX RES CORP(CNX)06,331+6,33102320.16%+232
EASTMAN CHEM CO(EMN)02,530+2,53002310.15%+231
KITE RLTY GROUP TR(KRG)08,922+8,92202250.15%+225
SYSCO CORP(SYY)02,938+2,93802250.15%+225
BROOKFIELD INFRASTRUCTURE CO(BIPC)05,527+5,52702210.15%+221
MASCO CORP(MAS)02,981+2,98102160.14%+216
REINSURANCE GRP OF AMERICA I(RGA)0977+97702090.14%+209
BOYD GAMING CORP(BYD)02,872+2,87202080.14%+208
C H ROBINSON WORLDWIDE INC(CHRW)01,982+1,98202050.14%+205
WESCO INTL INC(WCC)01,107+1,10702000.13%+200
MERIT MED SYS INC(MMSI)02,061+2,06101990.13%+199
BROWN & BROWN INC(BRO)01,953+1,95301990.13%+199
NUTANIX INC(NTNX)03,177+3,17701940.13%+194
DOORDASH INC(DASH)01,119+1,11901880.13%+188
ENTERGY CORP NEW(ETR)02,460+2,46001870.12%+187
MATADOR RES CO(MTDR)03,243+3,24301820.12%+182
RAYMOND JAMES FINL INC(RJF)01,174+1,17401820.12%+182
CUBESMART(CUBE)04,220+4,22001810.12%+181
NEXSTAR MEDIA GROUP INC(NXST)01,136+1,13601790.12%+179
DROPBOX INC(DBX)05,971+5,97101790.12%+179
LOWES COS INC(LOW)0717+71701770.12%+177
US FOODS HLDG CORP(USFD)02,601+2,60101750.12%+175
CARPENTER TECHNOLOGY CORP(CRS)01,020+1,02001730.12%+173
PEPSICO INC(PEP)01,123+1,12301710.11%+171
PERFORMANCE FOOD GROUP CO(PFGC)01,980+1,98001670.11%+167
SEI INVTS CO(SEIC)01,983+1,98301640.11%+164
DAVITA INC(DVA)01,061+1,06101590.11%+159
GLOBUS MED INC(GMED)01,897+1,89701570.10%+157
CHOICE HOTELS INTL INC(CHH)01,093+1,09301550.10%+155
AVALONBAY CMNTYS INC0698+69801540.10%+154
REPUBLIC SVCS INC(RSG)0750+75001510.10%+151
HF SINCLAIR CORP(DINO)04,276+4,27601500.10%+150
PHILIP MORRIS INTL INC(PM)01,244+1,24401500.10%+150
HCA HEALTHCARE INC(HCA)0491+49101470.10%+147
RLI CORP(RLI)0867+86701430.10%+143
OMEGA HEALTHCARE INVS INC(OHI)7,46411,769+4,3053044450.30%+142
MATTEL INC(MAT)07,867+7,86701390.09%+139
CAVA GROUP INC(CAVA)01,234+1,23401390.09%+139
COLUMBIA SPORTSWEAR CO(COLM)01,655+1,65501390.09%+139
ENSIGN GROUP INC(ENSG)01,029+1,02901370.09%+137
UNITED RENTALS INC(URI)0194+19401370.09%+137
MONSTER BEVERAGE CORP NEW(MNST)02,514+2,51401320.09%+132
STERLING INFRASTRUCTURE INC(STRL)0781+78101320.09%+132
TARGET CORP(TGT)0965+96501300.09%+130
FRANKLIN ELEC INC(FELE)01,308+1,30801270.09%+127
BANK NEW YORK MELLON CORP01,626+1,62601250.08%+125
PIPER SANDLER COMPANIES0413+41301240.08%+124
NVIDIA CORPORATION(NVDA)0918+91801230.08%+123
CLEARWATER ANALYTICS HLDGS I04,408+4,40801210.08%+121
SALESFORCE INC(CRM)0362+36201210.08%+121
FMC CORP(FMC)02,489+2,48901210.08%+121
TOLL BROTHERS INC(TOL)0953+95301200.08%+120
BILL HOLDINGS INC01,394+1,39401180.08%+118
NEXTRACKER INC03,190+3,19001170.08%+117
PRICE T ROWE GROUP INC(TROW)01,023+1,02301160.08%+116
MOHAWK INDS INC(MHK)0960+96001140.08%+114
GEN DIGITAL INC(GEN)04,146+4,14601140.08%+114
SIMON PPTY GROUP INC NEW(SPG)0654+65401130.08%+113
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