Navi International - Administradora e Gestora de Recursos Financeiros Ltda. · 13F Holdings
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 | 35.87% | 34.6% | $53.0M | 31,251 | $70.9M | 35,197 | -3,946-11.21% | Reduce | |
 | 20.21% | 4.71% | $29.9M | 1.8M | $9.6M | 589,452 | +1.2M+211.81% | Add | |
| LLATAM AIRLINES GROUP SALTM | 12.85% | — | $19.0M | 326,007 | $0 | 0 | +326,007 | New Buy | |
| PPETROLEO BRASILEIRO S APBR | 11.53% | 3.8% | $17.0M | 1.2M | $7.8M | 657,572 | +506,635+77.05% | Add | |
 | 8.97% | — | $13.3M | 2.4M | $0 | 0 | +2.4M | New Buy | |
| IISHARES INCEWZ | 4% | — | $5.9M | 171,500 | $0 | 0 | +171,500 | New Buy | |
| AAXIA ENERGIA SA SPONSORED ADRAXIAY | 2.07% | 0.19% | $3.1M | 289,639 | $382,054 | 41,709 | +247,930+594.43% | Add | |
 | 1.87% | 1.62% | $2.8M | 356,146 | $3.3M | 356,157 | -11-0.00% | Reduce | |
| GGERDAU S A SPONGGB | 1.5% | 0.99% | $2.2M | 550,000 | $2.0M | 550,000 | 00.00% | Unchanged | |
 | 0.53% | — | $778,907 | 51,789 | $0 | 0 | +51,789 | New Buy | |
 | 0.42% | 0.08% | $626,337 | 76,663 | $173,974 | 24,298 | +52,365+215.51% | Add | |
| CCIA ENERGETICA DE MINAS GERACIG | 0.18% | — | $270,453 | 128,695 | $0 | 0 | +128,695 | New Buy |