BARRA
Ações Valor/Crescimento · CNPJ 15.154.385/0001-19 · benchmark OUTROS
Portfolio as of June 2025
AUM
R$74.4M
In stocks
R$160.3M
Stocks
22
YTD
▲ 16.7%
12 months
▲ 16.5%
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. May 2025
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 MGLU3 | Magazine Luiza S.A. | 18.7% | R$30.0M | AddedR$710.4K | ▲ 44.8% | Retail Trade |
 COGN3 | Cogna Educacao S.A. | 15.5% | R$24.8M | Trimmed−R$706.1K | ▲ 27.2% | Commercial Services |
 ASAI3 | Sendas Distribuidora SA | 14.2% | R$22.8M | AddedR$2.1M | ▲ 24.2% | Retail Trade |
 RENT3 | Localiza Rent A Car SA | 12.1% | R$19.4M | AddedR$1.3M | ▲ 35.5% | Finance |
 CSAN3 | Cosan S.A. | 9.3% | R$14.9M | AddedR$1.6M | ▼ 23.2% | Utilities |
 POMO4 | Marcopolo SA | 7.9% | R$12.6M | AddedR$436.1K | ▼ 31.6% | Producer Manufacturing |
 VLID3 | Valid Solucoes SA | 5.1% | R$8.1M | Trimmed−R$247.2K | ▼ 20.5% | Commercial Services |
 ALOS3 | Allos S.A. | 4.3% | R$6.9M | Held | ▲ 57.1% | Finance |
 VALE3 | Vale S.A. | 2.6% | R$4.1M | Trimmed−R$2.3M | ▲ 24.3% | Non-Energy Minerals |
 GGBR4 | Gerdau S.A. | 1.8% | R$2.8M | Held | ▲ 64.1% | Non-Energy Minerals |
 RAIZ4 | Raizen SA | 1.3% | R$2.1M | Held | ▼ 75.2% | Retail Trade |
 POMO3 | Marcopolo SA | 1.2% | R$2.0M | Held | ▼ 22.0% | Producer Manufacturing |
 MYPK3 | Iochpe Maxion S.A. | 1.0% | R$1.7M | Held | ▼ 9.6% | Producer Manufacturing |
 RAIL3 | Rumo SA | 1.0% | R$1.5M | Held | ▲ 4.2% | Transportation |
 PETR3 | Petroleo Brasileiro SA | 0.9% | R$1.5M | Trimmed−R$3.5M | ▲ 90.2% | Energy Minerals |
 BRKM5 | Braskem S.A. | 0.6% | R$1.0M | Held | ▼ 54.1% | Process Industries |
 BBAS3 | Banco do Brasil S.A. | 0.6% | R$885.9K | New | ▲ 9.6% | Finance |
 PETR4 | Petroleo Brasileiro SA | 0.5% | R$877.5K | Trimmed−R$253.7K | ▲ 85.5% | Energy Minerals |
 LOGN3 | Log-In Logistica Intermodal SA | 0.5% | R$841.7K | Held | ▲ 17.1% | Transportation |
 LJQQ3 | Lojas Quero-Quero SA | 0.5% | R$760.9K | Held | ▲ 18.3% | Retail Trade |
 GOAU4 | Metalurgica Gerdau SA | 0.3% | R$531.6K | Held | ▲ 78.1% | Non-Energy Minerals |
 SCAR3 | Sao Carlos Empreendimentos e Participacoes SA | 0.1% | R$105.3K | Trimmed−R$5.2K | ▼ 24.5% | Finance |
Exited this month
