Nexa Resources S.A. (NEXA) Quarterly Institutional 13F Update (Q2 2026)

NEXA ranks #4341 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

NEXA is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

NEXA is a top-conviction position for Sagil Capital LLP — at 6.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NEXA belongs to Two Sigma Investments, LP, but the position matters far more to Sagil Capital LLP, who has 6.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Two Sigma Investments, LP has added to its NEXA position for two straight quarters, increasing it by $19.8M to reach $23.3M today.

Tower Research Capital LLC has trimmed its NEXA position for two straight quarters, cutting it by $17.7K while still holding $4.7K.

NEXA is down 1.5% today, but institutions show net buying of $22.3M this quarter — a divergence between today's price move and the underlying institutional flow.

NEXA closed its latest fiscal year with net income of $223.1M.

• Profitable — net income of $223.1M in the latest fiscal year
• Revenue grew 8.5% year over year
• Net income improved year over year, from -$187.4M to $223.1M
• Operating cash flow was negative, using $2.1M in cash
• Current ratio of 9.70x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.76x equity — within a conventional range