HoldingsChannel.com
SPX Equities Gestao de Recursos Ltda Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
CROWN CASTLE INTERNATIONAL CORP 224,196 +224,196 $37,519
     CCI224,196+224,196$37,519
SONY CORP 521,760 +410,360 $36,069
     SNE521,760+410,360$36,069
TMOBILE US INC COM STK 339,543 +289,543 $35,363
     TMUS339,543+289,543$35,363
EQUINIX INC 46,483 +46,483 $32,645
     EQIX46,483+46,483$32,645
CHARTER COMMUNICATIONS INC 59,472 +59,472 $30,333
     CHTR59,472+59,472$30,333
ISHARES MSCI CHN (MCHI) 458,000 -438,000 $29,976
     MCHI458,000-438,000$29,976
ETSY INC 275,298 +275,298 $29,245
     ETSY275,298+275,298$29,245
BANCO BRADESCO 7,381,517 +7,381,517 $28,124
     BBDO7,381,517+7,381,517$28,124
ALTICE USA INC A 1,236,488 +1,236,488 $27,870
     ATUS1,236,488+1,236,488$27,870
TRACTOR SUPPLY 184,722 +184,722 $24,345
     TSCO184,722+184,722$24,345
TECHNOLOGY SELECT SECT SPDR (XLK) 208,500 +208,500 $21,786
     XLK208,500+208,500$21,786
LOWES COMPANIES 153,200 -12,855 $20,700
     LOW153,200-12,855$20,700
BP PLC 845,036 +845,036 $19,706
     BP845,036+845,036$19,706
BEST BUY CO INC 204,000 +204,000 $17,803
     BBY204,000+204,000$17,803
REAL ESTATE SELECT SECTOR SPDR FUND (XLRE) 500,000 +500,000 $17,405
     XLRE500,000+500,000$17,405
ROYAL DUTCH SHELL B ADR      $14,129
     RDS.B464,000+464,000$14,129
ALPHABET INC CLASS A COMMON STOCK 8,500 +8,500 $12,053
     GOOGL8,500+8,500$12,053
TIM PARTICIPACOES SA 876,768 +258,978 $11,345
     TSU876,768+258,978$11,345
LPL FINANCIAL HOLDINGS INC 135,582 +92,098 $10,630
     LPLA135,582+92,098$10,630
STERICYCLE INC 176,732 +176,732 $9,893
     SRCL176,732+176,732$9,893
WALMART INC 80,200 -155,800 $9,606
     WMT80,200-155,800$9,606
INTL FLAV FRAG 75,320 +75,320 $9,224
     IFF75,320+75,320$9,224
LAS VEGAS SANDS 200,000 +200,000 $9,108
     LVS200,000+200,000$9,108
NATURA CO HOLDINGADR 556,768 -4,732,633 $8,079
     NTCO556,768-4,732,633$8,079
PEPSICO INC 59,175 +59,175 $7,826
     PEP59,175+59,175$7,826
VALE SA SP ADR 741,533 -525,268 $7,645
     VALE741,533-525,268$7,645
ITAU UNIBANCO HOLDING SA 1,452,273 +287,156 $6,811
     ITUB1,452,273+287,156$6,811
ISHARES MSCI EMERGING MARKETS ETF (EEM) 155,000 +155,000 $6,198
     EEM155,000+155,000$6,198
TOTAL SE 151,515 +151,515 $5,827
     TOT151,515+151,515$5,827
ULTRAPAR PARTICIPACOES 1,686,985 +128,637 $5,719
     UGP1,686,985+128,637$5,719
CALL ETSY 100 85 EXP 09182020      $5,236
     CALL2,000+2,000$5,236
CALL TSCO 100 100EXP 07172020      $5,171
     CALL1,600+1,600$5,171
VANECK RUSSIA ETF (RSX) 241,086 +241,086 $5,003
     RSX241,086+241,086$5,003
DR HORTON INC 88,899 +88,899 $4,929
     DHI88,899+88,899$4,929
COMCAST CORP CLASS A 100,000 UNCH $3,898
     CMCSA100,000UNCH$3,898
PUT SPY 100 310 EXP 07172020      $3,455
     PUT4,770+4,770$3,455
COMPANHIA BRASILEIRA DE DISTRIBUIACAO SA 259,188 -487,598 $3,388
     CBD259,188-487,598$3,388
LIV CAPITAL ACQUISITION CORP 300,000 UNCH $3,075
     LIVKU300,000UNCH$3,075
PUT IWM 100 140 EXP 08212020      $2,582
     PUT4,000+4,000$2,582
CALL IFF 100 100 EXP 08212020      $1,953
     CALL800UNCH$1,953
CALL CCI 100 150 EXP 10162020      $1,839
     CALL800+800$1,839
MORGAN STANLEY 36,000 +36,000 $1,739
     MS36,000+36,000$1,739
PUT ROKU 100 110EXP 08212020      $1,496
     PUT1,500+1,500$1,496
PUT DIS 100 120 EXP 09182020      $1,263
     PUT1,000+1,000$1,263

See Full List: All Stocks Held By SPX Equities Gestao de Recursos Ltda
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SPX Equities Gestao de Recursos Ltda

Size ($ in 1000's)
At 06/30/2020: $589,066
At 03/31/2020: $557,194

SPX Equities Gestao de Recursos Ltda holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SPX Equities Gestao de Recursos Ltda 13F filings. Link to 13F filings: SEC filings

SPX Equities Gestao de Recursos Ltda Top Holdings 13F Filings | www.HoldingsChannel.com

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