Wealth High Governance Capital Ltda: 13F holdings
CIK 20288282026Q2
| Positions | 35 |
|---|
| Reported value | $334.4m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 35 (-11 vs prior quarter) |
|---|
| Reported value | $334.4m (+0.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GNRC GENERAC HLDGS INC | 82,805 | $24.2m | 7.3% |
| GLW CORNING INC | 69,014 | $17.6m | 5.3% |
| PH PARKER-HANNIFIN CORP | 16,560 | $16.2m | 4.8% |
| TKR TIMKEN CO | 110,445 | $16.0m | 4.8% |
| AMD ADVANCED MICRO DEVICES INC | 27,602 | $16.0m | 4.8% |
| SHARKNINJA INC | 96,611 | $14.7m | 4.4% |
| DDOG DATADOG INC | 55,226 | $14.4m | 4.3% |
| FIX COMFORT SYS USA INC | 6,904 | $13.7m | 4.1% |
| HUT HUT 8 CORP | 110,463 | $12.8m | 3.8% |
| CW CURTISS WRIGHT CORP | 16,566 | $12.6m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2028828")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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