Baleias

AF INVEST MINAS

Ações Livre · CNPJ 11.209.172/0001-96 · benchmark Não se aplica

Portfolio as of March 2026
AUM
R$78.4M
In stocks
R$61.6M
Stocks
6
YTD
▲ 54.7%
12 months
▲ 62.6%

Past performance is no guarantee of future results.

Quota

Month-end; daily in recent months
+62.6%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
MOVI3Movida Participacoes SA22.0%R$13.6MAddedR$645.5K▲ 54.6%Finance
SEER3Grupo Ser Educacional SA19.4%R$11.9MAddedR$4.6M▲ 35.1%Consumer Services
ANIM3Anima Holding SA18.1%R$11.2MAddedR$2.2M▲ 19.5%Consumer Services
SUZB3Suzano S.A.15.6%R$9.6MAddedR$1.8M▼ 18.3%Process Industries
VAMO3Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA15.1%R$9.3MAddedR$5.6M▲ 78.5%Finance
YDUQ3YDUQS Participacoes SA9.8%R$6.1MTrimmed−R$3.0M▲ 19.6%Commercial Services
Exited this month

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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