Baleias

BEEF3

Minerva S.A. · Distribution Services

Portfolios as of March 2026
Price
R$4.33
▲ 8.8% over 1 month
All funds holding it
309
-25 this month
Value across all funds
R$337.6M
portfolios of Mar/26
Sold short
R$78.6M
122 funds
Vokin: R$50.5M (30.7%)KP: R$12.3M (7.5%)Vokin: R$11.1M (6.7%)ACE Capital: R$8.5M (5.2%)Caixa: R$7.6M (4.6%)Vokin: R$6.1M (3.7%)ACE Capital: R$6.1M (3.7%)Others (127): R$62.1M (37.8%)VokinKPVokinACE CapitalCaixaVokinACE CapitalOthers (127)R$164.2Min 134 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1AddedR$50.5M
  2. 2HeldR$12.3M
  3. 3HeldR$11.1M
  4. 4TrimmedR$8.5M
  5. 5AddedR$7.6M
  6. 6AddedR$6.1M
  7. 7TrimmedR$6.1M

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
Vokin · VOKIN GBV ACONCÁGUA MASTER LONG ONLYAdded11.9M11M9.3M7.6M8M7.8M
KP · AMÉRICAHeld2.9M2.9M2.9M2.9M2.9M2.6M
Vokin · VOKIN PÃO DE AÇÚCARHeld2.6M2.6M2.6M2.6M2.6M2.6M
ACE Capital · AC PREV EQUITIESTrimmed2M2.1M2.4M2.4M2.3M1.6M
Caixa · CAIXA SMALL CAPS ATIVOAdded1.8M1.2M498.9K506.6K1.6M1.8M
Vokin · VOKIN K2 LONG BIASEDAdded1.4M1.2M1.2M1.1M1.1M1.1M
ACE Capital · ACE CAPITAL MASTERTrimmed1.4M1.6M1.9M1.9M1.9M1.4M
ACE Capital · ACE CAPITAL W MASTERAdded1.3M1M919.5K951.1K874.9K638.7K
ACE Capital · ACE CAPITAL ACTION MASTERTrimmed1.2M1.3M1.3M1.2M982.3K570.8K
V8 Capital · SPEEDWAY LONG SHORT MASTERAdded1.1M313.9K–723.6K613.5K576.6K
Safra · SAFRA PREV KEPLER ADVANCEDAdded995.9K304.8K304.8K304.8K297.5K–
Capstone Partners · CAPSTONE MACRO MASTERAdded842.1K749.6K289K1.2M1.5M1.7M
Safra · SAFRA SMALL CAP MASTERAdded743.8K335.2K335.2K332.5K329.1K326K
Caixa · CAIXA BRASIL IBX-50Added611.9K523K430.9K414.3K393.6K361.1K
BB · BB TOP AÇÕES AGROAdded425.3K355.3K250K396K415K638.1K
Lifetime · UMAHeld417.2K417.2K210.3K232.8K––
Safra · SAFRA LONG BIAS MASTERAdded399.2K126.9K126.9K126.9K–179.4K
Safra · SAFRA KEPLER ADVANCED MASTERAdded387.6K123.7K283.8K123.7K–6K
Banrisul · BANRISULHeld357.3K357.3K260K260K200K–
BB · BB ENERGIA 203Added350K100K100K100K100K100K
Itaú Unibanco · ITAÚ SMALL CAP MASTERTrimmed334.5K354.7K358.8K348.8K359.2K362.6K
Safra · SAFRA KEPLERAdded332.1K95.9K224.1K92K81.7K15K
Safra · SAFRA GALILEO MASTERAdded249.7K76.1K203.9K68.6K––
BB · BB AÇÕES QUANTITATIVOAdded206.1K171.4K89.5K1.5M313.4K370.4K
Itaú Unibanco · ITAÚ ÍNDEX AÇÕES IBOVESPAAdded203.4K197.9K189.8K191.5K195.1K204.6K

Funds holding it

All CVM funds
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep

Insiders

VLMO form, ten days after month-end
  • Sep/26Diretor−R$795.0K
  • Sep/26Conselho de Administração−R$779.3K
  • Jul/26Diretor−R$588.7K
  • Jul/26Conselho de Administração+R$0.01−R$175.5K
  • Jun/26Conselho de Administração+R$1.5K−R$1.8M
  • Jun/26Diretor+R$10.5K
  • Apr/26Conselho de Administração−R$0.02

Monthly portfolios of open-ended equity and multi-strategy funds with at least R$ 50 million in assets, from CVM open data (CDA, daily report and registry; ODbL license). Funds can keep positions confidential for up to 180 days, so each portfolio shows the month it refers to. Delayed prices (brapi). Informational content, not investment advice.

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