Baleias

VINCI GAS DIVIDENDOS

Ações Dividendos · CNPJ 07.488.106/0001-25 · benchmark Ibovespa

Portfolio as of March 2026
AUM
R$375.9M
In stocks
R$347.1M
Stocks
32
YTD
▲ 24.4%
12 months
▲ 34.4%

Past performance is no guarantee of future results.

Quota

Month-end; daily in recent months
+34.4%Sep/25Jan/26Apr/26Jul/26Oct/26

Disclosed so far

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

Hatched months still have confidential positions.

Portfolio

Changes vs. February 2026
StockCompany% of stock portfolioValueMonthSince thenSector
PETR4Petroleo Brasileiro SA13.4%R$46.6MAddedR$7.4M▲ 19.6%Energy Minerals
ITUB4Itau Unibanco Holding SA12.7%R$44.0MAddedR$2.5M▲ 12.2%Finance
VALE3Vale S.A.11.5%R$40.0MAddedR$1.3M▼ 20.7%Non-Energy Minerals
GEPA4Rio Paranapanema Energia SA7.0%R$24.1MHeld▲ 7.9%Utilities
AXIA3AXIA Energia SA5.1%R$17.8MTrimmed−R$695.9K▲ 1.2%Utilities
BBDC4Banco Bradesco SA4.8%R$16.6MTrimmed−R$1.4M▲ 7.9%Finance
SBSP3Companhia de Saneamento Basico do Estado de Sao Paulo SABESP4.7%R$16.4MTrimmed−R$456.8K▲ 2.8%Utilities
B3SA3B3 SA - Brasil, Bolsa, Balcao4.5%R$15.6MAddedR$2.6M▲ 28.9%Finance
EQTL3Equatorial S.A.3.7%R$12.9MHeld▲ 21.6%Utilities
RENT3Localiza Rent A Car SA3.0%R$10.4MTrimmed−R$2.5M▲ 12.5%Finance
VBBR3Vibra Energia SA2.9%R$10.1MAddedR$367.7K▲ 16.0%Retail Trade
PRIO3Prio SA2.8%R$9.9MTrimmed−R$5.5M▲ 7.6%Energy Minerals
CPLE3Companhia Paranaense de Energia2.7%R$9.5MAddedR$3.0M▲ 14.4%Utilities
MULT3Multiplan Empreendimentos Imobiliarios SA2.3%R$7.8MAddedR$4.2M▲ 19.3%Finance
RDOR3Rede D'Or Sao Luiz SA1.9%R$6.6MTrimmed−R$247.4K▲ 13.1%Health Services
AXIA7AXIA Energia SA1.8%R$6.2MHeld▲ 5.0%Utilities
CYRE3Cyrela Brazil Realty SA Empreendimentos e Participacoes1.6%R$5.7MAddedR$781.0K▲ 26.0%Finance
MOTV3Motiva Infraestrutura de Mobilidade SA1.6%R$5.5MAddedR$163.7K▲ 29.0%Transportation
TIMS3TIM S.A.1.5%R$5.2MAddedR$4.0M▼ 30.7%Communications
VIVT3Telefonica Brasil S.A.1.5%R$5.1MTrimmed−R$2.2M▼ 21.9%Communications
ENEV3Eneva S.A.1.4%R$5.0MNew▲ 30.4%Utilities
CURY3Cury Construtora e Incorporadora SA1.3%R$4.4MTrimmed−R$411.2K▼ 7.4%Finance
AXIA6–1.2%R$4.3MTrimmed−R$653.0K–Other
SUZB3Suzano S.A.1.1%R$3.8MTrimmed−R$766.2K▼ 18.3%Process Industries
SMFT3Smartfit Escola de Ginastica e Danca SA1.0%R$3.6MAddedR$1.1M▲ 33.9%Consumer Services
LREN3Lojas Renner S.A.1.0%R$3.4MAddedR$1.7M▼ 0.2%Retail Trade
ODPV3–0.7%R$2.3MAddedR$1.4M–Other
BBAS3Banco do Brasil S.A.0.4%R$1.4MTrimmed−R$5.1M▲ 5.2%Finance
POMO4Marcopolo SA0.3%R$1.0MTrimmed−R$974.0K▼ 20.2%Producer Manufacturing
WEGE3WEG SA0.2%R$709.6KTrimmed−R$112.7K▼ 4.4%Producer Manufacturing
CYRE4Cyrela Brazil Realty SA Empreendimentos e Participacoes0.2%R$655.6KNew▲ 29.2%Finance
RENT4Localiza Rent A Car SA0.1%R$390.8KTrimmed−R$63.0K▲ 13.4%Finance

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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