BEYCHEVELLE
Ações Invest. no Exterior · CNPJ 45.121.299/0001-70 · benchmark OUTROS
Portfolio as of August 2026
AUM
R$132.9M
In stocks
R$25.6M
Stocks
13
YTD
▲ 9.0%
12 months
▲ 13.1%
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. July 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 BBSE3 | BB Seguridade Participacoes SA | 13.9% | R$3.6M | Held | ▲ 4.7% | Finance |
 BBAS3 | Banco do Brasil S.A. | 12.7% | R$3.3M | Held | ▲ 16.7% | Finance |
 ITSA4 | Itausa SA | 11.8% | R$3.0M | AddedR$556.8K | ▲ 20.6% | Finance |
 EQTL3 | Equatorial S.A. | 10.7% | R$2.8M | AddedR$1.3M | ▲ 35.2% | Utilities |
 VALE3 | Vale S.A. | 10.0% | R$2.6M | Held | ▼ 15.9% | Non-Energy Minerals |
 ENEV3 | Eneva S.A. | 9.1% | R$2.3M | Held | ▲ 22.1% | Utilities |
 SMTO3 | Sao Martinho S.A. | 6.8% | R$1.7M | Held | ▲ 7.7% | Process Industries |
 FLRY3 | Fleury SA | 5.3% | R$1.4M | Held | ▲ 43.3% | Health Services |
 EGIE3 | ENGIE Brasil Energia S.A. | 5.0% | R$1.3M | Held | ▲ 6.3% | Utilities |
 CMIG4 | Companhia Energetica de Minas Gerais SA | 4.9% | R$1.2M | Held | ▲ 10.6% | Utilities |
 AZZA3 | Azzas 2154 SA | 4.7% | R$1.2M | Held | ▲ 82.8% | Consumer Non-Durables |
 WEGE3 | WEG SA | 4.0% | R$1.0M | AddedR$110.7K | ▼ 2.7% | Producer Manufacturing |
 BBDC4 | Banco Bradesco SA | 1.1% | R$269.7K | Held | ▲ 20.3% | Finance |
Exited this month
