Baleias

JALL3

Jalles Machado SA · Process Industries

Portfolios as of March 2026
Price
R$3.07
▲ 37.1% over 1 month
All funds holding it
41
+2 this month
Value across all funds
R$65.1M
portfolios of Mar/26
Sold short
R$3.7M
11 funds
BC: R$19.0M (53.6%)BC: R$6.3M (17.9%)BC: R$4.4M (12.3%)Southtree Capital: R$2.6M (7.4%)BC: R$2.2M (6.1%)Capstone Partners: R$265.0K (0.7%)XP: R$161.8K (0.5%)Others (6): R$529.8K (1.5%)BCBCBCSouthtree CapitalBCR$35.5Min 13 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1TrimmedR$19.0M
  2. 2TrimmedR$6.3M
  3. 3HeldR$4.4M
  4. 4HeldR$2.6M
  5. 5TrimmedR$2.2M
  6. 6AddedR$265.0K
  7. 7NewR$161.8K

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
BC · BRASIL CAPITAL 30 MASTERTrimmed5.3M5.6M5.6M5.6M5.6M5.4M
BC · BRASIL CAPITAL MASTERTrimmed1.8M1.9M2M2.1M2.3M2.3M
BC · BRASIL CAPITAL PREV I MASTERHeld1.2M1.2M1.2M1.2M1.1M1.1M
Southtree Capital · STOXOSHeld738.1K738.1K738.1K738.1K738.1K738.1K
BC · BRASIL CAPITAL MASTER 30 II FI FINANCEIRO - CIA - RESP LIMITADATrimmed608.7K642.4K632.7K642.3K648.4K1.1M
Capstone Partners · CAPSTONE MACRO MASTERAdded74.2K44581.3K–1.1K–
XP · NIMRODNew45.3K–45.3K–––
E2M · E2M INTRUSTAdded42.1K22K––––
Giant Steps Capital · GIANT ZARATHUSTRA MASTERAdded33.5K11.1K–21.5K740.9K157.8K
Garin · GARIN TRZAdded31.1K23K9.3K5.2K4.2K7.3K
DAO Capital · GIANT DAO MULTIFACTOR LONG BIASED MASTERNew29.1K–––––
ACE Capital Saires · ACE CAPITAL DINÂMICO MASTERHeld8.9K8.9K–2.1K––
BB · BB TOP MULTIMERCADO BALANCEADOHeld3.7K3.7K3.7K19.9K2.9K76K
Goldman Sachs do Brasil · SPHEREExited–464633–87
Impacto · IMPACTO VALUATIONExited–200K200K180K180K180K

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/26Controlador−R$227.1K
  • Aug/26Controlador+R$20.6K
  • Jun/26Controlador+R$93.0K−R$318.4K
  • May/26Controlador+R$4.3K−R$127.0K
  • Apr/26Controlador+R$64.6K

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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