Baleias

MBRF3

MBRF Global Foods Company S.A. · Consumer Non-Durables

Portfolios as of March 2026
Price
R$18.54
▲ 10.0% over 1 month
All funds holding it
373
+24 this month
Value across all funds
R$1.8B
portfolios of Mar/26
Sold short
R$723.3M
142 funds
Kapitalo: R$124.4M (18.0%)Kapitalo: R$122.9M (17.7%)SPX: R$50.8M (7.3%)Capstone Partners: R$35.2M (5.1%)Itaú Unibanco: R$25.1M (3.6%)Previ: R$24.6M (3.5%)Getúlio Antonio da Costa: R$21.6M (3.1%)Others (183): R$288.5M (41.6%)KapitaloKapitaloSPXCapstone PartnersItaú UnibancoPreviOthers (183)R$693.1Min 190 tracked funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more
  1. 1TrimmedR$124.4M
  2. 2TrimmedR$122.9M
  3. 3AddedR$50.8M
  4. 4AddedR$35.2M
  5. 5AddedR$25.1M
  6. 6HeldR$24.6M
  7. 7HeldR$21.6M

Month by month

Number of shares at each month-end
FundPositionMar/26Feb/26Jan/26Dec/25Nov/25Oct/25
Kapitalo · KAPITALO MASTER IITrimmed5.8M9M9.2M8.9M9.3M9M
Kapitalo · KAPITALO ZETA MERIDIA MASTERTrimmed5.7M7.9M7.4M7.2M6.8M6.4M
SPX · SPX FALCON MASTERAdded2.3M2.2M2.3M1.6M499K115.4K
Capstone Partners · CAPSTONE MACRO MASTERAdded1.6M495.7K705.3K644.9K400.2K96.7K
Itaú Unibanco · ITAÚ FTSE RAFI BRAZIL 50 CAPPED INDEXAdded1.2M1.1M1M941.4K871.9K798K
Previ · PREVI RENDA VARIÁVEL ATIVAHeld1.1M1.1M1.2M1.5M749K–
Getúlio Antonio da Costa · GB CAPITALHeld1M1M1M1M–800K
Trilha · FUNDO DE INVESTIMENTO EM ACOES GUAXE MASTERTrimmed810K865K820K785K755K750K
Kapitalo · KAPITALO MASTER VTrimmed796.5K1.1M1.1M1.1M1M973.3K
Santander Brasil · SANTANDER DIVIDENDOS AÇÕES -Held703K691K677.3K–––
Caixa · CAIXA DIVIDENDOSTrimmed517.6K540.9K536.3K137.7K134.7K131.6K
Kapitalo · KAPITALO TARKUS MASTERAdded509K489K489K489K482K466K
Squadra · SQUADRA MASTER LONG-BIASEDAdded497.1K331.4K1.1M312.8K658.9K302.8K
Verde · VERDE MASTERAdded400.5K74.3K––61K–
XP · GLADIUSAdded392.2K203.8K–401.1K208.1K–
Itaú Unibanco · ITAÚ ÍNDEX AÇÕES IBOVESPAAdded355.4K345.6K331.6K312.6K318.6K334K
Módulo Capital · SILCARAdded342K178.5K500K500K500K500K
BB · BRASILPREV TOP AAdded328.7K230.5K189.7K244.3K244.3K244.4K
Springs Capital · SPRINGS EQUITY HEDGE MASTERNew325.6K–2.5K–46.1K35.7K
Truxt · TRUXT LONG SHORT MASTERAdded289.1K202020135.5K66.2K
BB · BB AÇÕES GOVERNANÇA ISAdded281K194.4K194.7K174.7K176.4K189.4K
Itaú Unibanco · ITAÚ SMALL CAP MASTERTrimmed272.6K338.3K342K330.5K333.3K332.8K
Itaú Unibanco · ITAÚ FLEXPREVHeld268.5K264.6K332.3K308.7K285.3K282.5K
BB · BB TOP AÇÕES AGROTrimmed262.1K287.1K286.3K279K400K446.6K
Itaú Unibanco · ITAÚ INDEX AÇÕES IBRXHeld254.1K249.2K258.8K254.9K256.4K274K

Funds holding it

All CVM funds
Oct
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Insiders

VLMO form, ten days after month-end

No insider trades in the last six months.

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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