PRÓPRIO CAPITAL
Ações Valor/Crescimento · CNPJ 10.756.685/0001-54 · benchmark Ibovespa
Portfolio as of November 2025
AUM
R$56.9M
In stocks
R$70.7M
Stocks
10
YTD
▲ 16.2%
12 months
▲ 12.9%
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. October 2025
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 PLPL3 | Plano & Plano Desenvolvimento Imobiliario Ltda | 11.3% | R$8.0M | AddedR$1.4M | ▼ 49.2% | Finance |
 LREN3 | Lojas Renner S.A. | 11.1% | R$7.9M | AddedR$1.6M | ▼ 5.2% | Retail Trade |
 NATU3 | Natura Cosmeticos SA | 10.5% | R$7.4M | AddedR$1.1M | ▼ 7.7% | Consumer Non-Durables |
 POMO4 | Marcopolo SA | 10.3% | R$7.3M | AddedR$4.2M | ▼ 15.8% | Producer Manufacturing |
 INTB3 | Intelbras SA Industria de Telecomunicacao Eletronica Brasileir | 10.2% | R$7.2M | Trimmed−R$716.7K | ▲ 51.8% | Technology Services |
 GMAT3 | Grupo Mateus SA | 10.2% | R$7.2M | AddedR$1.3M | ▲ 10.6% | Retail Trade |
 RENT3 | Localiza Rent A Car SA | 10.2% | R$7.2M | AddedR$814.5K | ▲ 21.3% | Finance |
 ANIM3 | Anima Holding SA | 9.9% | R$7.0M | AddedR$2.9M | ▲ 34.2% | Consumer Services |
 PETZ3 | – | 9.6% | R$6.8M | New | – | Other |
 SUZB3 | Suzano S.A. | 6.6% | R$4.7M | Held | ▼ 10.9% | Process Industries |
