Baleias

AVIA

Ações Valor/Crescimento · CNPJ 26.673.536/0001-61 · benchmark Não se aplica

Portfolio as of March 2026
AUM
R$60.3M
In stocks
R$38.9M
Stocks
3
YTD
▲ 23.9%
12 months
▲ 43.3%

Past performance is no guarantee of future results.

Quota

Month-end; daily in recent months
+43.3%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. February 2026
StockCompany% of stock portfolioValueMonthSince thenSector
ALPA4Alpargatas SA47.5%R$18.4MAddedR$1.1M▲ 44.7%Consumer Non-Durables
HBSA3Hidrovias do Brasil SA44.0%R$17.1MHeld▲ 0.7%Transportation
TUPY3Tupy S.A.8.5%R$3.3MHeld▲ 51.6%Producer Manufacturing

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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