Baleias

BB TOP AÇÕES AGRO

Ações Livre · CNPJ 40.054.367/0001-02 · benchmark OUTROS

Portfolio as of November 2025
AUM
R$84.6M
In stocks
R$95.9M
Stocks
30
YTD
▲ 12.2%
12 months
▲ 11.2%

Past performance is no guarantee of future results.

Quota

Month-end; daily in recent months
+11.2%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

No complete previous month to compare
StockCompany% of stock portfolioValueSince thenSector
CSAN3Cosan S.A.14.1%R$13.6M▼ 14.4%Utilities
MBRF3MBRF Global Foods Company S.A.8.1%R$7.7M▼ 4.1%Consumer Non-Durables
SUZB3Suzano S.A.7.4%R$7.1M▼ 10.9%Process Industries
ABEV3Ambev SA7.2%R$6.9M▲ 21.6%Consumer Non-Durables
RAIL3Rumo SA7.0%R$6.7M▲ 14.5%Transportation
ASAI3Sendas Distribuidora SA6.9%R$6.6M▲ 47.9%Retail Trade
SLCE3SLC Agricola S.A.4.3%R$4.1M▲ 16.2%Process Industries
RANI3Irani Papel e Embalagem SA4.1%R$3.9M▼ 5.2%Process Industries
TTEN3Tres Tentos Agroindustrial SA3.5%R$3.4M▼ 9.0%Commercial Services
DXCO3Dexco SA3.4%R$3.3M▲ 74.4%Producer Manufacturing
SMTO3Sao Martinho S.A.3.1%R$2.9M▲ 52.5%Process Industries
JALL3Jalles Machado SA3.0%R$2.8M▲ 4.8%Process Industries
RAIZ4Raizen SA2.9%R$2.8M▼ 51.2%Retail Trade
BEEF3Minerva S.A.2.7%R$2.6M▼ 30.5%Distribution Services
SOJA3Boa Safra Sementes SA2.1%R$2.0M▼ 0.9%Process Industries
CAML3Camil Alimentos SA2.1%R$2.0M▲ 17.8%Process Industries
MDIA3M. Dias Branco SA Industria e Comercio de Alimentos2.0%R$1.9M▼ 23.2%Consumer Non-Durables
HBSA3Hidrovias do Brasil SA2.0%R$1.9M▲ 7.9%Transportation
JSLG3JSL S.A.1.8%R$1.7M▲ 76.5%Transportation
KEPL3Kepler Weber SA1.7%R$1.7M▼ 18.2%Producer Manufacturing
PCAR3Companhia Brasileira de Distribuicao1.7%R$1.6M▼ 23.5%Retail Trade
VAMO3Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA1.6%R$1.5M▲ 73.4%Finance
ECOR3EcoRodovias Infraestrutura e Logistica S.A.1.5%R$1.4M▲ 27.1%Transportation
RAPT4Randoncorp S.A.1.4%R$1.3M▲ 23.4%Producer Manufacturing
ARML3Armac Locacao Logistica e Servicos SA1.4%R$1.3M▲ 49.0%Finance
TUPY3Tupy S.A.1.3%R$1.2M▲ 63.9%Producer Manufacturing
GMAT3Grupo Mateus SA1.0%R$918.0K▲ 10.6%Retail Trade
JBSS32JBS N.V.0.8%R$786.0K▼ 18.2%BDR
RCSL4Recrusul SA0.0%R$365▲ 110.4%Producer Manufacturing
RCSL3Recrusul SA0.0%R$225▲ 253.8%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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