MERAKI BRABUS
Ações Invest. no Exterior · CNPJ 46.300.572/0001-97 · benchmark Ibovespa
Portfolio as of June 2026
AUM
R$522.6M
In stocks
R$199.0M
Stocks
21
YTD
▲ 23.7%
12 months
▲ 35.1%
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. May 2026
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 ITUB4 | Itau Unibanco Holding SA | 17.9% | R$35.7M | Held | ▲ 15.7% | Finance |
 BBDC4 | Banco Bradesco SA | 13.5% | R$26.8M | Held | ▲ 14.3% | Finance |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 7.2% | R$14.2M | Held | ▲ 9.8% | Utilities |
 RENT3 | Localiza Rent A Car SA | 7.0% | R$14.0M | Held | ▲ 27.3% | Finance |
 AXIA3 | AXIA Energia SA | 6.8% | R$13.5M | Held | ▲ 9.0% | Utilities |
 ENEV3 | Eneva S.A. | 5.7% | R$11.4M | Held | ▲ 19.8% | Utilities |
 RDOR3 | Rede D'Or Sao Luiz SA | 5.3% | R$10.5M | Held | ▲ 27.0% | Health Services |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 4.3% | R$8.6M | Held | ▲ 63.2% | Finance |
 PETR4 | Petroleo Brasileiro SA | 3.9% | R$7.8M | New | ▲ 54.0% | Energy Minerals |
 EMBJ3 | Embraer S.A. | 3.6% | R$7.1M | New | ▲ 11.0% | Electronic Technology |
 VBBR3 | Vibra Energia SA | 3.2% | R$6.4M | Held | ▲ 22.7% | Retail Trade |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 3.2% | R$6.4M | Held | ▲ 49.5% | Finance |
 CURY3 | Cury Construtora e Incorporadora SA | 3.2% | R$6.3M | Held | ▼ 6.6% | Finance |
 CSAN3 | Cosan S.A. | 3.1% | R$6.2M | Held | ▲ 42.4% | Utilities |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 3.0% | R$6.0M | Held | ▲ 30.3% | Consumer Services |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 2.8% | R$5.6M | Held | ▼ 6.5% | Health Services |
 INBR32 | Inter & Co., Inc. | 2.3% | R$4.6M | Held | ▲ 18.5% | BDR |
 PCAR3 | Companhia Brasileira de Distribuicao | 1.4% | R$2.7M | Held | ▲ 35.1% | Retail Trade |
 SUZB3 | Suzano S.A. | 1.2% | R$2.4M | Held | ▲ 6.7% | Process Industries |
 CSMG3 | Companhia de Saneamento de Minas Gerais | 1.2% | R$2.4M | New | ▲ 6.0% | Utilities |
 RENT4 | Localiza Rent A Car SA | 0.2% | R$299.9K | Held | ▲ 28.5% | Finance |
Exited this month
