Truxt Investmentos Ltda. WALD — WALDENCAST PLC

Ownership history in Truxt Investmentos Ltda.  ·  10 quarters on record

AI Ownership Summary

Truxt Investmentos Ltda. reported WALDENCAST PLC (WALD) in 10 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 16.17% in 2023 Q4. The latest visible filing shows WALD at 4.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WALD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Truxt Investmentos Ltda.'s position in WALDENCAST PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

WALD was reported at 4.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.17% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WALD stock page Truxt Investmentos Ltda. fund profile Truxt Investmentos Ltda. full holdings
How Truxt Investmentos Ltda. held WALD — position size vs. price
% of Fund (quarterly)    WALD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 29.1% -25.4% ✅ 757,700 -311,702 -29.1% 4.77% $2.9M 2025-02-03 $3.41
2024 Q3 REDUCED 63.3% +6.9% ❌ 1,069,402 -1,844,475 -63.3% 2.61% $3.9M 2024-11-04 $3.24
2024 Q2 REDUCED 28.5% +1.4% ❌ 2,913,877 -1,161,602 -28.5% 6.62% $10.5M 2024-07-12 $3.52
2024 Q1 UNCHANGED — — — 4,075,479 — 0% 10.09% $26.5M 2024-05-06 $5.03
2023 Q4 ADDED — — — 4,075,479 +144,841 +3.7% 16.17% $44.6M 2024-02-02 $6.82
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WALD

As of 2026 Q1 — sorted by position size

Zeno Equity Partners LLP 4.72% Stoic Point Capital Management LLC 1.51% Milestones Administradora de Recursos Ltda. 0.6% Beartown Capital Management, LLC 0.14% Covestor Ltd 3Y 0.02% EverSource Wealth Advisors, LLC 3Y 0.0% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 0.0% Simplicity Wealth,LLC 3Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% INTECH INVESTMENT MANAGEMENT LLC 3Y 0.0%

FAQ About Truxt Investmentos Ltda. and WALD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Truxt Investmentos Ltda. reported owning WALD?

Truxt Investmentos Ltda. reported WALD across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported WALD position in Truxt Investmentos Ltda.'s portfolio?

The largest reported portfolio weight for WALD was 16.17% in 2023 Q4.

What is the latest reported WALD position on this page?

The most recent filing on this page is 2024 Q4, when Truxt Investmentos Ltda. reported 757,700 shares, equal to 4.77% of portfolio, with an estimated market value of $2.9M.

What does the chart on this WALD ownership page compare?

The chart compares Truxt Investmentos Ltda.'s quarterly WALD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Truxt Investmentos Ltda. time their WALD position?

Based on 13F filing dates vs. subsequent WALD price moves, Truxt Investmentos Ltda. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on WALD relative to SPY over the holding period was -47.2%.

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