ILHA DE TINHARÉ
Multimercados Invest. no Exterior · CNPJ 42.774.352/0001-44 · benchmark DI de um dia
Portfolio as of September 2026
AUM
R$259.8M
In stocks
R$10.8M
Stocks
21
YTD
▲ 12.8%
12 months
▲ 17.5%
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. August 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 VBBR3 | Vibra Energia SA | 9.8% | R$1.1M | Held | ▼ 1.3% | Retail Trade |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 8.8% | R$948.2K | Held | ▲ 29.3% | Finance |
 ITSA4 | Itausa SA | 7.7% | R$829.9K | Held | ▲ 8.2% | Finance |
 VALE3 | Vale S.A. | 6.9% | R$748.0K | Held | ▼ 6.4% | Non-Energy Minerals |
 UGPA3 | Ultrapar Participacoes S.A. | 6.8% | R$730.4K | Held | ▲ 5.6% | Retail Trade |
 ENEV3 | Eneva S.A. | 6.7% | R$724.6K | Held | ▲ 14.8% | Utilities |
 ALPA4 | Alpargatas SA | 6.6% | R$717.5K | Held | ▲ 26.5% | Consumer Non-Durables |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 6.2% | R$675.6K | Held | ▲ 19.7% | Finance |
 AXIA3 | AXIA Energia SA | 6.0% | R$651.6K | Held | ▲ 7.0% | Utilities |
 PRIO3 | Prio SA | 4.7% | R$505.5K | Held | ▲ 17.0% | Energy Minerals |
 PASS3 | Compass Gas e Energia SA | 4.4% | R$480.9K | Held | ▲ 22.8% | Utilities |
 EQTL3 | Equatorial S.A. | 4.4% | R$475.6K | Held | ▲ 22.0% | Utilities |
 TOTS3 | TOTVS S.A. | 4.1% | R$444.6K | Held | ▲ 25.8% | Technology Services |
 SUZB3 | Suzano S.A. | 4.0% | R$428.7K | Held | ▼ 4.1% | Process Industries |
 HYPE3 | Hypera S.A. | 3.9% | R$423.5K | Held | ▲ 11.3% | Health Technology |
 RENT3 | Localiza Rent A Car SA | 3.9% | R$421.2K | Held | ▲ 30.5% | Finance |
 WEGE3 | WEG SA | 2.3% | R$252.2K | Held | ▼ 1.4% | Producer Manufacturing |
 NATU3 | Natura Cosmeticos SA | 1.6% | R$172.1K | Held | ▲ 13.3% | Consumer Non-Durables |
 AXIA7 | AXIA Energia SA | 0.9% | R$99.1K | Trimmed−R$46.6K | ▲ 7.6% | Utilities |
 AXIA17 | – | 0.2% | R$18.0K | New | – | Other |
 RENT4 | Localiza Rent A Car SA | 0.1% | R$15.6K | Held | ▲ 31.3% | Finance |