INVESTFORT PENEDO FI FINANCEIRO - CIA - RESP LIMITADA
Ações Invest. no Exterior · CNPJ 18.300.570/0001-62 · benchmark Ibovespa
Portfolio as of September 2026
AUM
R$337.6M
In stocks
R$256.3M
Stocks
31
YTD
▲ 14.6%
12 months
▲ 35.8%
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. August 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 GOAU4 | Metalurgica Gerdau SA | 26.6% | R$68.3M | Held | ▲ 9.0% | Non-Energy Minerals |
 VALE3 | Vale S.A. | 13.7% | R$35.1M | Held | ▼ 6.4% | Non-Energy Minerals |
 BRAP3 | Bradespar S.A. | 12.8% | R$32.7M | Held | ▲ 1.5% | Finance |
 ISAE4 | Isa Energia Brasil SA | 11.8% | R$30.2M | Held | ▲ 5.5% | Utilities |
 BRAP4 | Bradespar SA | 7.9% | R$20.2M | Held | ▼ 0.9% | Finance |
 ALOS3 | Allos S.A. | 7.5% | R$19.2M | Held | ▲ 21.1% | Finance |
 VIVT3 | Telefonica Brasil S.A. | 5.2% | R$13.3M | Held | ▲ 8.0% | Communications |
 GOAU3 | Metalurgica Gerdau S.A. | 4.1% | R$10.6M | Held | ▲ 7.8% | Non-Energy Minerals |
 JBSS32 | JBS N.V. | 1.8% | R$4.6M | Held | ▲ 11.2% | BDR |
 BBSE3 | BB Seguridade Participacoes SA | 1.7% | R$4.3M | Held | ▲ 8.0% | Finance |
 PETR4 | Petroleo Brasileiro SA | 1.5% | R$3.9M | Held | ▲ 18.5% | Energy Minerals |
 AURE3 | Auren Energia SA | 0.9% | R$2.2M | Held | ▲ 16.7% | Utilities |
 IRBR3 | IRB Brasil Resseguros SA | 0.7% | R$1.8M | AddedR$616.6K | ▲ 13.2% | Finance |
 VULC3 | Vulcabras SA | 0.6% | R$1.7M | AddedR$276.4K | ▲ 19.0% | Consumer Non-Durables |
 PASS3 | Compass Gas e Energia SA | 0.5% | R$1.4M | AddedR$229.0K | ▲ 22.8% | Utilities |
 SUZB3 | Suzano S.A. | 0.5% | R$1.3M | Held | ▼ 4.1% | Process Industries |
 CPFE3 | CPFL Energia S.A. | 0.4% | R$910.2K | AddedR$682.7K | ▲ 10.0% | Utilities |
 ABCB4 | Banco ABC Brasil SA Conv | 0.3% | R$771.8K | AddedR$129.1K | ▲ 15.3% | Finance |
 LEVE3 | Mahle-Metal Leve S.A. | 0.3% | R$682.8K | AddedR$170.7K | ▲ 13.7% | Producer Manufacturing |
 PRIO3 | Prio SA | 0.2% | R$609.0K | Held | ▲ 17.0% | Energy Minerals |
 CXSE3 | Caixa Seguridade Participacoes SA | 0.2% | R$596.4K | Held | ▲ 7.1% | Finance |
 BBDC3 | Banco Bradesco SA | 0.2% | R$496.8K | AddedR$172.4K | ▲ 12.4% | Finance |
 HYPE3 | Hypera S.A. | 0.2% | R$489.6K | AddedR$362.3K | ▲ 11.3% | Health Technology |
 UGPA3 | Ultrapar Participacoes S.A. | 0.1% | R$376.5K | AddedR$188.3K | ▲ 5.6% | Retail Trade |
 FIQE3 | Unifique Telecomunicacoes SA | 0.1% | R$151.2K | Held | ▲ 24.0% | Communications |
 EGIE3 | ENGIE Brasil Energia S.A. | 0.1% | R$147.3K | Held | ▲ 6.0% | Utilities |
 JHSF3 | JHSF Participacoes S.A. | 0.0% | R$117.3K | AddedR$58.7K | ▲ 21.0% | Finance |
 CMIG4 | Companhia Energetica de Minas Gerais SA | 0.0% | R$55.8K | Trimmed−R$55.8K | ▲ 6.0% | Utilities |
 POMO4 | Marcopolo SA | 0.0% | R$52.3K | Trimmed−R$31.3K | ▲ 18.4% | Producer Manufacturing |
 TASA4 | Taurus Armas S.A. | 0.0% | R$41.5K | Held | ▲ 20.4% | Electronic Technology |
 BBDC4 | Banco Bradesco SA | 0.0% | R$795.93 | New | ▲ 11.7% | Finance |
Exited this month
