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Portfolio (Quarterly) Guide ↗

BTG Pactual Asset Management US LLC

· CIK 0001569579
13F Portfolio $1.2B AUM 330 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 167 New 90 Added 50 Reduced 80 Exited
Page 15 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 17,785.0 $221K 0.02% NEW $12.43 -4.0%
282 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,901.0 $220K 0.02% NEW $22.27 -9.7%
283 ABM ABM INDS INC Industrials 5,666.0 $218K 0.02% NEW $38.52 +2.2%
284 WKC WORLD KINECT CORPORATION Energy 9,453.0 $218K 0.02% NEW $23.07 +21.5%
285 MLI MUELLER INDS INC Industrials 1,967.0 $218K 0.02% NEW $110.80 +25.7%
286 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,137.0 $217K 0.02% NEW $69.19 -8.1%
287 MCHI ISHARES TR 3,851.0 $216K 0.02% NEW $56.18 +0.8%
288 CNX CNX RES CORP Energy 5,601.0 $216K 0.02% NEW $38.55 -5.6%
289 PFF ISHARES TR 7,099.0 $215K 0.02% NEW $30.32 +3.0%
290 JXN JACKSON FINANCIAL INC Financial Services 2,031.0 $215K 0.02% NEW $105.72 +5.3%
291 VRTS VIRTUS INVT PARTNERS INC Financial Services 1,598.0 $215K 0.02% NEW $134.35 +5.9%
292 HPQ HP INC Technology 11,154.0 $214K 0.02% NEW $19.21 +8.1%
293 XLP SELECT SECTOR SPDR TR 2,600.0 $213K 0.02% NEW $81.98 +3.2%
294 NEM NEWMONT CORP Basic Materials 1,962.0 $212K 0.02% -231.0 -10.5% $108.25 +7.5%
295 SYF SYNCHRONY FINANCIAL Financial Services 3,114.0 $212K 0.02% NEW $68.02 +4.8%
296 CPA COPA HOLDINGS SA Industrials 1,858.0 $211K 0.02% -370.0 -16.6% $113.61 +19.3%
297 CHTR CHARTER COMMUNICATIONS INC Communication Services 977.0 $211K 0.02% NEW $215.88 -35.0%
298 NVGS NAVIGATOR HLDGS LTD Energy 10,907.0 $211K 0.02% NEW $19.33 +22.5%
299 GM GENERAL MTRS CO Consumer Cyclical 2,820.0 $210K 0.02% NEW $74.50 +4.4%
300 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,049.0 $209K 0.02% NEW $199.65 +9.7%
Page 15 of 17  ·  330 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 28.9%
Financial Services 19.8%
Technology 13.2%
Communication Services 10.2%
Consumer Cyclical 6.4%
Energy 6.4%
Healthcare 5.7%
Basic Materials 4.6%
Industrials 3.3%
Consumer Defensive 1.3%