SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.

Based on the SEC 13F filing data provided for Squadra Investments - Gestao de Recursos Ltdda. as of September 30, 2025, here is a comprehensive analysis.

Portfolio Overview

Squadra Investments presents a highly concentrated, high-conviction portfolio with a total value of $448.06 million, representing a growth of 5.0% from the previous quarter's $426.54 million. The portfolio is exceptionally narrow, comprising only six holdings. This indicates a strategy that relies heavily on deep, specif...