Baleias

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Log Commercial Properties e Participacoes SA · Industrial Services

Portfolios as of March 2026
Price
R$30.50
▲ 24.4% over 1 month
All funds holding it
163
+1 this month
Value across all funds
R$903.3M
portfolios of Mar/26
Sold short
R$61.0M
21 funds
Real Investor: R$121.5M (26.3%)4UM: R$72.6M (15.7%)Real Investor: R$48.1M (10.4%)SET: R$39.7M (8.6%)Vokin: R$30.8M (6.7%)Finacap: R$20.1M (4.4%)Polo Capital: R$11.7M (2.5%)Others (53): R$117.7M (25.5%)Real Investor4UMReal InvestorSETVokinFinacapOthers (53)R$462.2Min 60 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1HeldR$121.5M
  2. 2HeldR$72.6M
  3. 3AddedR$48.1M
  4. 4AddedR$39.7M
  5. 5TrimmedR$30.8M
  6. 6HeldR$20.1M
  7. 7HeldR$11.7M

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
Real Investor · REAL INVESTOR MASTERHeld4.4M4.3M4.3M4.3M4.3M4.4M
4UM · 4UM SMALL CAPSHeld2.6M2.6M2.6M2.6M2.6M2.6M
Real Investor · REAL INVESTOR MASTERAdded1.7M1.7M1.9M1.9M1.9M2M
SET · SETAdded1.4M934.8K714.8K–––
Vokin · VOKIN GBV ACONCÁGUA MASTER LONG ONLYTrimmed1.1M1.4M1.4M1.3M1.3M1M
Finacap · FINACAP MAURITSSTADHeld728K728K689.8K707.7K707.7K580.3K
Polo Capital · POLO TOTAL RETURNHeld421.7K422.3K462.3K418.2K347.7K336.6K
Real Investor · REAL INVESTOR INSTITUCIONAL MASTERHeld407.9K404.8K430.7K430.7K430.7K433K
Fundamenta · FUNDAMENTA FI FINANCEIRO - CIA - RESP LIMITADAHeld381.1K380.1K377.4K356.9K80.3K–
GTI · GTI DIMONA BRASILAdded348K328K332K334K339K355K
4UM · 4UM MARLIM DIVIDENDOSHeld275.4K281K282.5K242K225.3K225.3K
Real Investor · REAL INVESTOR ALPHA MASTERTrimmed270.1K283.5K269.4K269.4K269.4K268.3K
Real Investor · RATIONAL INVESTORHeld232.5K237K260.7K260.7K260.7K266.6K
Constância · CONSTÂNCIA FUNDAMENTOAdded183.7K165.3K239.9K259.4K233.3K121.9K
GTI · GTI HAIFAAdded177K172K172K172K204K230K
Bayes Capital · AZ QUEST BAYES SISTEMÁTICOHeld165.5K166.7K290.9K244.5K222.5K128.5K
Caixa · CAIXA CONSTRUÇÃO CIVILTrimmed150.3K182.9K155.7K154.2K192K196.2K
Real Investor · REAL INVESTOR GERDAU PREVIDÊNCIAAdded125.2K119.2K122K122K122K122.8K
DAO Capital · GIANT DAO MULTIFACTOR LONG BIASED MASTERAdded121.7K112.9K95.2K101.2K91K70.3K
Real Investor · REAL INVESTOR ITAÚ VIDA E PREVIDÊNCIA MASTERAdded121.2K112.2K79.8K79.8K79.8K77.2K
Kínitro Capital · KINITRO ALPHAHeld117.8K118.5K––––
Caixa · CAIXA SMALL CAPS ATIVOTrimmed104.2K151.8K57.4K149.5K55.4K56.7K
BB · BB TOP AÇÕES SETOR IMOBILIÁRIOAdded95.7K79.2K51.8K48.2K48.2K48.2K
4UM · JUNTO PARTICIPAÇÕESHeld91.4K91.4K91.4K97.2K94.5K94.7K
Quantitas · QUANTITAS MASTERAdded78.4K57K64.7K34K16K23.3K

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$25.1M
  • Aug/26Diretor−R$17.6K
  • Jul/26Diretor−R$18.6K
  • Jun/26Controlador−R$4.9M
  • Jun/26Diretor−R$74.3K
  • May/26Controlador−R$37.4M
  • May/26Diretor−R$19.4K
  • Apr/26Controlador−R$38.7M

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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