MIRANTE
Ações Livre · CNPJ 25.246.355/0001-96 · benchmark OUTROS
Portfolio as of November 2025
AUM
R$62.1M
In stocks
R$45.0M
Stocks
19
YTD
▲ 23.8%
12 months
▲ 18.5%
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. October 2025
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 HBRE3 | HBR Realty Empreendimentos Imobiliarios SA | 12.3% | R$5.5M | Trimmed−R$678.5K | ▼ 26.1% | Finance |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 9.6% | R$4.3M | Trimmed−R$1.6M | ▼ 2.3% | Consumer Services |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 9.4% | R$4.2M | AddedR$1.9M | ▼ 32.3% | Health Services |
 STOC34 | StoneCo Ltd. | 8.3% | R$3.7M | Trimmed−R$452.6K | ▼ 32.9% | BDR |
 TEND3 | Construtora Tenda SA | 8.2% | R$3.7M | Trimmed−R$1.6M | ▲ 4.2% | Finance |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 7.8% | R$3.5M | Trimmed−R$3.2M | ▲ 19.1% | Utilities |
 VIVA3 | Vivara Participacoes SA | 7.2% | R$3.2M | Trimmed−R$2.2M | ▼ 21.3% | Consumer Durables |
 CSAN3 | Cosan S.A. | 6.2% | R$2.8M | AddedR$61.6K | ▼ 14.4% | Utilities |
 INTB3 | Intelbras SA Industria de Telecomunicacao Eletronica Brasileir | 5.1% | R$2.3M | Trimmed−R$423.5K | ▲ 51.8% | Technology Services |
 PRIO3 | Prio SA | 5.0% | R$2.2M | Trimmed−R$316.3K | ▲ 91.5% | Energy Minerals |
 GUAR3 | – | 4.7% | R$2.1M | Trimmed−R$384.9K | – | Other |
 AURA33 | Aura Minerals Inc | 3.9% | R$1.7M | Trimmed−R$209.7K | ▲ 102.8% | BDR |
 ALOS3 | Allos S.A. | 3.8% | R$1.7M | Trimmed−R$212.6K | ▲ 25.9% | Finance |
 CEAB3 | C&A Modas SA | 2.8% | R$1.2M | New | ▼ 19.7% | Retail Trade |
 RAPT3 | Randoncorp S.A. | 1.8% | R$829.6K | Trimmed−R$92.3K | ▲ 61.6% | Producer Manufacturing |
 RAPT4 | Randoncorp S.A. | 1.8% | R$794.4K | Trimmed−R$529.6K | ▲ 23.4% | Producer Manufacturing |
 NATU3 | Natura Cosmeticos SA | 1.5% | R$663.2K | Trimmed−R$87.0K | ▼ 7.7% | Consumer Non-Durables |
 PLPL3 | Plano & Plano Desenvolvimento Imobiliario Ltda | 0.4% | R$159.4K | New | ▼ 49.2% | Finance |
 DASA3 | Diagnosticos da America S.A. | 0.2% | R$109.9K | New | ▲ 79.6% | Health Services |
Exited this month
