MOS INSTITUCIONAL
Ações Livre · CNPJ 29.045.353/0001-90 · benchmark Ibovespa
Portfolio as of March 2026
AUM
R$70.4M
In stocks
R$159.9M
Stocks
15
YTD
▲ 20.4%
12 months
▲ 21.9%
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. February 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 UGPA3 | Ultrapar Participacoes S.A. | 10.3% | R$16.4M | Trimmed−R$3.1M | ▲ 38.5% | Retail Trade |
 RAIL3 | Rumo SA | 9.9% | R$15.9M | Trimmed−R$1.4M | ▲ 18.8% | Transportation |
 PNVL3 | Dimed S.A. Distribuidora de Medicamentos | 9.9% | R$15.8M | Held | ▲ 11.4% | Retail Trade |
 RIAA3 | RIACHUELO | 9.0% | R$14.3M | Held | ▲ 20.4% | Distribution Services |
 ITUB4 | Itau Unibanco Holding SA | 8.5% | R$13.7M | AddedR$2.1M | ▲ 12.2% | Finance |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 8.0% | R$12.8M | Trimmed−R$938.4K | ▲ 28.9% | Finance |
 SUZB3 | Suzano S.A. | 7.0% | R$11.2M | Held | ▼ 18.3% | Process Industries |
 ENEV3 | Eneva S.A. | 6.4% | R$10.2M | Held | ▲ 30.4% | Utilities |
 MRVE3 | MRV Engenharia e Participacoes S.A. | 5.6% | R$9.0M | Held | ▲ 6.1% | Consumer Durables |
 SLCE3 | SLC Agricola S.A. | 5.5% | R$8.8M | Held | ▼ 8.7% | Process Industries |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 5.2% | R$8.4M | AddedR$1.1M | ▼ 5.4% | Health Services |
 MELI34 | MercadoLibre, Inc. | 5.0% | R$7.9M | Held | ▲ 5.6% | BDR |
 YDUQ3 | YDUQS Participacoes SA | 4.2% | R$6.7M | Held | ▲ 19.6% | Commercial Services |
 TTEN3 | Tres Tentos Agroindustrial SA | 3.5% | R$5.6M | AddedR$2.1M | ▼ 12.9% | Commercial Services |
 ENGI11 | Energisa SA | 2.1% | R$3.4M | Trimmed−R$1.0M | ▲ 28.7% | Utilities |