What smart money is saying about Track & Field
1 fund in our archive has pitched Track & Field — most recently Brasil Capital FIC FIF Ações RL in September 2026.
Track & Field Co S.A. engages in the development and sale of sports and leisure products in Brazil. It offers athletic wear, lifestyle products, beachwear, footwear, and accessories. The company sells its products through physical stores, franchise stores, and e-commerce. Track & Field Co S.A. was founded in 1988 and is based in São Paulo, Brazil.
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Position history
Every position in Track & Field on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsBrasil Capital FIC FIF Ações RLSeptember 2026
“Track & Field was the second largest negative contribution in the quarter, in a movement that, in our reading, reflects more a multiple compression than any deterioration of fundamentals.”
Track & Field
Fund coverage · 1 thesis
- Brasil Capital FIC FIF Ações RLSeptember 2026
Track & Field is an asset-light fitness apparel retailer with ROIC above 30%, strong brand and franchise alignment, and a long growth runway, whose falling share price has increased the margin of safety.
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