Baleias

LEBLON PREV

Previdência Multimercado Livre · CNPJ 32.318.912/0001-00 · benchmark DI de um dia

Portfolio as of June 2026
AUM
R$60.7M
In stocks
R$50.2M
Stocks
19
YTD
▲ 23.6%
12 months
▲ 27.7%

Past performance is no guarantee of future results.

Quota

Month-end; daily in recent months
+27.7%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. May 2026
StockCompany% of stock portfolioValueMonthSince thenSector
MILS3Mills Locacao Servicos e Logistica S.A.15.9%R$8.0MTrimmed−R$447.0K▲ 4.2%Finance
PRNR3Priner Servicos Industriais SA14.2%R$7.1MHeld▲ 18.4%Industrial Services
B3SA3B3 SA - Brasil, Bolsa, Balcao7.7%R$3.9MHeld▲ 63.2%Finance
RDOR3Rede D'Or Sao Luiz SA7.0%R$3.5MHeld▲ 27.0%Health Services
PETR4Petroleo Brasileiro SA6.5%R$3.3MHeld▲ 54.0%Energy Minerals
CYRE3Cyrela Brazil Realty SA Empreendimentos e Participacoes6.1%R$3.0MAddedR$1.5M▲ 49.5%Finance
BRST3Brisanet Servicos de Telecomunicacoes S.A.4.7%R$2.3MHeld▲ 23.0%Communications
BMOB3Bemobi Mobile Tech SA4.6%R$2.3MHeld▲ 42.1%Technology Services
HYPE3Hypera S.A.4.5%R$2.3MHeld▲ 30.9%Health Technology
WEGE3WEG SA4.5%R$2.3MNew▲ 4.0%Producer Manufacturing
BBAS3Banco do Brasil S.A.4.5%R$2.2MHeld▲ 21.5%Finance
LREN3Lojas Renner S.A.4.1%R$2.1MHeld▲ 1.2%Retail Trade
SAUD3Bradsaude SA3.7%R$1.9MHeld▲ 9.0%Health Services
SUZB3Suzano S.A.3.4%R$1.7MHeld▲ 6.7%Process Industries
ESPA3MPM Corporeos SA2.6%R$1.3MNew▲ 4.8%Consumer Services
LWSA3LWSA S.A.2.3%R$1.2MHeld▲ 40.3%Technology Services
FLRY3Fleury SA1.9%R$949.8KHeld▲ 83.1%Health Services
LPSB3LPS Brasil-Consultoria de Imoveis SA1.7%R$850.3KHeld▲ 7.4%Commercial Services
AVLL3Alphaville SA0.1%R$64.6KTrimmed−R$1.5M▼ 56.2%Finance

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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