LEBLON AÇÕES II MASTER
Ações Livre · CNPJ 10.346.018/0001-01 · benchmark Não se aplica
Portfolio as of March 2026
AUM
R$92.4M
In stocks
R$95.3M
Stocks
22
YTD
▲ 23.5%
12 months
▲ 27.6%
Past performance is no guarantee of future results.
Quota
Month-end; daily in recent months
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
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 PRNR3 | Priner Servicos Industriais SA | 16.2% | R$15.4M | Trimmed−R$1.1M | ▲ 5.7% | Industrial Services |
 MILS3 | Mills Locacao Servicos e Logistica S.A. | 15.3% | R$14.6M | Held | ▲ 17.5% | Finance |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 9.1% | R$8.7M | Trimmed−R$535.4K | ▲ 28.9% | Finance |
 PETR4 | Petroleo Brasileiro SA | 7.8% | R$7.4M | AddedR$5.8M | ▲ 19.6% | Energy Minerals |
 RDOR3 | Rede D'Or Sao Luiz SA | 7.4% | R$7.1M | AddedR$153.2K | ▲ 13.1% | Health Services |
 BBAS3 | Banco do Brasil S.A. | 4.8% | R$4.6M | AddedR$2.7M | ▲ 5.2% | Finance |
 BRST3 | Brisanet Servicos de Telecomunicacoes S.A. | 4.7% | R$4.5M | Trimmed−R$147.6K | ▲ 8.9% | Communications |
 SUZB3 | Suzano S.A. | 4.1% | R$3.9M | AddedR$2.5M | ▼ 18.3% | Process Industries |
 LREN3 | Lojas Renner S.A. | 3.9% | R$3.7M | AddedR$686.7K | ▼ 0.2% | Retail Trade |
 BMOB3 | Bemobi Mobile Tech SA | 3.5% | R$3.3M | AddedR$210.4K | ▲ 24.6% | Technology Services |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 3.3% | R$3.2M | New | ▲ 26.0% | Finance |
 ODPV3 | – | 3.2% | R$3.1M | New | – | Other |
 NATU3 | Natura Cosmeticos SA | 2.7% | R$2.6M | Trimmed−R$160.8K | ▼ 26.7% | Consumer Non-Durables |
 RAIL3 | Rumo SA | 2.3% | R$2.2M | Trimmed−R$134.9K | ▲ 18.8% | Transportation |
 INTB3 | Intelbras SA Industria de Telecomunicacao Eletronica Brasileir | 2.3% | R$2.2M | Trimmed−R$973.6K | ▲ 35.0% | Technology Services |
 LOGG3 | Log Commercial Properties e Participacoes SA | 2.2% | R$2.1M | AddedR$1.5M | ▲ 10.4% | Industrial Services |
 FLRY3 | Fleury SA | 1.8% | R$1.7M | AddedR$399.7K | ▲ 77.0% | Health Services |
 LPSB3 | LPS Brasil-Consultoria de Imoveis SA | 1.7% | R$1.6M | Trimmed−R$52.5K | ▼ 3.6% | Commercial Services |
 RAPT4 | Randoncorp S.A. | 1.6% | R$1.6M | AddedR$1.0M | ▲ 47.2% | Producer Manufacturing |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 1.0% | R$987.5K | AddedR$701.9K | ▼ 5.4% | Health Services |
 HYPE3 | Hypera S.A. | 0.8% | R$757.2K | Trimmed−R$3.3M | ▲ 17.1% | Health Technology |
 AVLL3 | Alphaville SA | 0.1% | R$135.0K | Trimmed−R$4.4K | ▼ 65.6% | Finance |
Exited this month
