Navi International - Administradora E Gestora De Recursos Financeiros Ltda. Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Navi International - Administradora E Gestora De Recursos Financeiros Ltda. disclosed 10 stock positions valued at approximately $141.96M as of quarter-end June 30, 2026. The largest holdings include MERCADOLIBRE INC, XP INC, and PETROLEO BRASILEIRO S A.

Report Period
June 30, 2026
No. of Stocks
10
Portfolio Value
$141.96M
Holdings by Sector
Navi International - Administradora E Gestora De Recursos Financeiros Ltda. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MERCADOLIBRE INC MELIConsumer Cyclical37.37%31,251+945+3.12%$53,045,135
XP INC XPOther21.05%1,837,985-840,965-31.39%$29,885,636
PETROLEO BRASILEIRO S A PBR-AEnergy12.01%1,164,207+316,070+37.27%$17,043,990
INTER & CO INC INTROther9.35%2,443,213+2,443,213+100.00%$13,266,647
AXIA ENERGIA SA EBRUtilities2.15%289,639+210,012+263.74%$3,058,588
SUZANO S A SUZBasic Materials1.95%356,146-11-0.00%$2,763,693
GERDAU SA GGBBasic Materials1.57%550,000--$2,222,000
VALE S A VALEBasic Materials0.55%51,789+51,789+100.00%$778,907
ITAU UNIBANCO HLDG S A ITUBFinancial Services0.44%76,663+52,365+215.51%$626,337
CIA ENERGETICA DE MINAS GERA CIGUtilities0.19%128,695+128,695+100.00%$270,453
Showing 10 of 10 holdings in the latest reporting period.