RYO SELECTION MASTER
Ações Livre · CNPJ 41.673.204/0001-70
Portfolio as of March 2026
AUM
R$144.9M
In stocks
R$75.4M
Stocks
17
YTD
▲ 31.6%
12 months
▲ 37.6%
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 |
|---|---|---|---|---|---|---|
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 16.9% | R$12.7M | AddedR$1.7M | ▲ 33.9% | Consumer Services |
 EQTL3 | Equatorial S.A. | 13.4% | R$10.1M | AddedR$1.2M | ▲ 21.6% | Utilities |
 TEND3 | Construtora Tenda SA | 11.4% | R$8.6M | Held | ▼ 8.3% | Finance |
 PRIO3 | Prio SA | 10.3% | R$7.8M | Trimmed−R$2.6M | ▲ 7.6% | Energy Minerals |
 ENEV3 | Eneva S.A. | 9.8% | R$7.4M | Trimmed−R$2.9M | ▲ 30.4% | Utilities |
 VBBR3 | Vibra Energia SA | 6.9% | R$5.2M | Trimmed−R$844.3K | ▲ 16.0% | Retail Trade |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 5.3% | R$4.0M | Held | ▲ 19.3% | Finance |
 CPLE3 | Companhia Paranaense de Energia | 4.6% | R$3.4M | New | ▲ 14.4% | Utilities |
 CEAB3 | C&A Modas SA | 4.0% | R$3.0M | AddedR$618.3K | ▲ 17.9% | Retail Trade |
 GGPS3 | GPS Participacoes e Empreendimentos SA | 3.7% | R$2.8M | Held | ▼ 2.2% | Commercial Services |
 AXIA7 | AXIA Energia SA | 3.3% | R$2.5M | Held | ▲ 5.0% | Utilities |
 SUZB3 | Suzano S.A. | 3.2% | R$2.4M | Trimmed−R$218.0K | ▼ 18.3% | Process Industries |
 RDOR3 | Rede D'Or Sao Luiz SA | 1.9% | R$1.5M | New | ▲ 13.1% | Health Services |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 1.9% | R$1.4M | Trimmed−R$993.1K | ▲ 2.8% | Utilities |
 INBR32 | Inter & Co., Inc. | 1.5% | R$1.2M | Trimmed−R$487.3K | ▼ 20.1% | BDR |
 AXIA3 | AXIA Energia SA | 1.2% | R$925.2K | New | ▲ 1.2% | Utilities |
 AXIA6 | – | 0.6% | R$428.1K | Trimmed−R$2.0M | – | Other |
Exited this month
Short positions
Borrowed shares the fund has to return