Baleias

DIRR3

Direcional Engenharia S.A. · Finance

Portfolios as of March 2026
Price
R$11.42
▲ 13.6% over 1 month
All funds holding it
534
+11 this month
Value across all funds
R$1.8B
portfolios of Mar/26
Sold short
R$115.8M
102 funds
SPX: R$180.4M (18.3%)SPX: R$67.6M (6.9%)Capstone Partners: R$63.9M (6.5%)AZ Quest: R$35.9M (3.7%)Principal: R$31.4M (3.2%)Previ: R$29.3M (3.0%)Genoa Capital: R$23.7M (2.4%)Others (226): R$550.8M (56.0%)SPXSPXCapstone PartnersAZ QuestOthers (226)R$982.9Min 233 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1AddedR$180.4M
  2. 2AddedR$67.6M
  3. 3AddedR$63.9M
  4. 4TrimmedR$35.9M
  5. 5HeldR$31.4M
  6. 6HeldR$29.3M
  7. 7HeldR$23.7M

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
SPX · SPX FALCON MASTERAdded13.6M9.4M7M4.2M4.8M10M
SPX · SPX HORNET EQUITY HEDGE MASTERAdded5.1M2.9M1.4M–313.7K3.6M
Capstone Partners · CAPSTONE MACRO MASTERAdded4.8M1.8M866.7K4.4M4.3M4.3M
AZ Quest · AZ QUEST SMALL MID CAPS MASTERTrimmed2.7M3.8M3.8M3.7M3.6M3.6M
Principal · PRINCIPAL CLARITAS VALORHeld2.4M2.4M2.2M2.1M2M2M
Previ · PREVI RENDA VARIÁVEL ATIVAHeld2.2M2.2M2.4M2M2.1M2.9M
Genoa Capital · GENOA CAPITAL VESTAS MASTERHeld1.8M1.8M2.5M4.2M4.1M382.3K
Ibiuna Macro · IBIUNA EQUITIES MASTERAdded1.7M1.1M497.9K356.9K947.7K694.4K
XP · XP INVESTOR DIVIDENDOSAdded1.6M1.1M1.2M––529.3K
SPX · SPX PATRIOT MASTERAdded1.5M972.6K693.1K403.8K501.9K1M
XP · XP INVESTOR MASTERAdded1.5M863.1K1.2M174.8K–418.2K
Truxt · TRUXT LONG BIAS MASTERAdded1.3M1.2M1.5M762.4K491.2K340.7K
BTG Pactual · BTG PACTUAL SYNERGY EQUITY HEDGEAdded873K396K428.5K54K25.2K25.2K
BB · BB TOP AÇÕES SETOR IMOBILIÁRIOTrimmed826.3K959.6K873.2K828.1K792K780.4K
Caixa · CAIXA CONSTRUÇÃO CIVILAdded814.4K644.9K743.6K674.9K474.5K523.4K
XP · XP INVESTOR LONG BIASEDAdded754.9K226.6K647.1K118.4K–335.8K
BTG Pactual · BTG CLAVE ALPHA MACRO MASTERTrimmed716.6K843.2K1.3M384.7K283.5K283.5K
SPX · SPX LONG BIAS PREVIDENCIÁRIO MASTERAdded689.9K418.3K278.5K110K68.8K106.5K
Genoa Capital · GENOA CAPITAL RADAR MASTERHeld669.3K666.7K870.5K1.4M1.3M124.1K
BB · BB AÇÕES QUANTITATIVOAdded648.7K53.5K378K594.2K684.6K841.5K
Truxt · TRUXT LONG BIAS MASTERAdded644.1K591.6K732.6K590.2K384.8K267.7K
Ibiuna Ações · IBIUNA LONG BIASED MASTERAdded618.1K285K93.5K47.5K371.1K231.5K
Santander Brasil · SANTANDER DIVIDENDOS AÇÕES -Held600.8K590.5K578.8K547.3K522.5K503.6K
Dahlia Capital · DAHLIA TOTAL RETURN MASTERTrimmed550.3K1.6M1.7M1.5M1.6M1.6M
BTG Pactual · BTG PACTUAL FOCUSTrimmed536.6K606.8K167K–––

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$117.3K
  • Aug/26Diretor+R$29.4K−R$229.7K
  • Jul/26Diretor+R$1.1M−R$1.4M
  • Jun/26Diretor−R$268.7K
  • May/26Diretor−R$35.6K
  • Apr/26Diretor−R$39.8K

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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