VOKIN PÃO DE AÇÚCAR
Multimercados Invest. no Exterior · CNPJ 24.986.706/0001-32 · benchmark DI de um dia
Portfolio as of January 2026
AUM
R$215.0M
In stocks
R$122.5M
Stocks
14
YTD
▲ 8.7%
12 months
▲ 14.2%
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. December 2025
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 BRAV3 | Brava Energia SA | 14.3% | R$17.5M | Trimmed−R$5.3M | ▲ 11.0% | Energy Minerals |
 BEEF3 | Minerva S.A. | 13.2% | R$16.1M | Held | ▼ 30.0% | Distribution Services |
 MYPK3 | Iochpe Maxion S.A. | 9.7% | R$11.9M | Held | ▲ 9.5% | Producer Manufacturing |
 SUZB3 | Suzano S.A. | 9.7% | R$11.8M | Held | ▼ 14.0% | Process Industries |
 SEER3 | Grupo Ser Educacional SA | 9.4% | R$11.5M | Trimmed−R$1.0M | ▲ 43.2% | Consumer Services |
 BRSR6 | Banco do Estado do Rio Grande do Sul SA | 9.1% | R$11.2M | Trimmed−R$3.2M | ▲ 0.9% | Finance |
 PGMN3 | Empreendimentos Pague Menos SA | 8.6% | R$10.5M | Trimmed−R$4.6M | ▼ 13.1% | Retail Trade |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 6.3% | R$7.8M | New | ▲ 15.1% | Finance |
 EMBR3 | – | 4.9% | R$6.1M | Held | – | Other |
 BLAU3 | Blau Farmaceutica SA | 4.9% | R$5.9M | AddedR$1.4M | ▲ 25.4% | Health Technology |
 ENJU3 | Enjoei SA | 4.8% | R$5.9M | Held | ▲ 620.7% | Retail Trade |
 TCSA3 | Tecnisa S.A. | 4.1% | R$5.0M | Held | ▼ 44.7% | Finance |
 EMBJ3 | Embraer S.A. | 1.1% | R$1.3M | New | ▼ 6.3% | Electronic Technology |
 OIBR3 | – | 0.0% | R$9.0K | Held | – | Other |
Exited this month
Short positions
Borrowed shares the fund has to return
