Baleias

LEROSA SÃO JUDAS TADEU

Multimercados Livre · CNPJ 12.799.234/0001-20 · benchmark DI de um dia

Portfolio as of September 2026
AUM
R$56.4M
In stocks
R$7.4M
Stocks
4
YTD
▲ 25.9%
12 months
▲ 30.3%

Past performance is no guarantee of future results.

Quota

Month-end; daily in recent months
+30.3%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. August 2026
StockCompany% of stock portfolioValueMonthSince thenSector
RENT3Localiza Rent A Car SA66.0%R$4.9MHeld▲ 30.5%Finance
MOVI3Movida Participacoes SA22.4%R$1.7MNew▲ 99.6%Finance
TTEN3Tres Tentos Agroindustrial SA11.1%R$816.0KHeld▲ 36.6%Commercial Services
CBEE3Ampla Energia e Servicos SA0.5%R$38.7KHeld▼ 0.2%Utilities

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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