UJAY CASH
Multimercados Livre · CNPJ 47.032.680/0001-99 · benchmark Não se aplica
Portfolio as of September 2026
AUM
R$71.1M
In stocks
R$23.4M
Stocks
111
YTD
▲ 11.3%
12 months
▲ 15.3%
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 | 43.7% | R$10.2M | Held | ▼ 1.3% | Retail Trade |
 MOVI3 | Movida Participacoes SA | 7.1% | R$1.7M | AddedR$1.4M | ▲ 99.6% | Finance |
 ORVR3 | Orizon Valorizacao de Residuos SA | 4.5% | R$1.0M | Held | ▲ 18.3% | Utilities |
 VALE3 | Vale S.A. | 3.7% | R$866.2K | AddedR$143.3K | ▼ 6.4% | Non-Energy Minerals |
 CSAN3 | Cosan S.A. | 3.1% | R$730.2K | AddedR$328.7K | ▲ 33.1% | Utilities |
 PETR4 | Petroleo Brasileiro SA | 2.9% | R$677.9K | AddedR$289.8K | ▲ 18.5% | Energy Minerals |
 MGLU3 | Magazine Luiza S.A. | 2.4% | R$569.2K | AddedR$173.8K | ▲ 82.0% | Retail Trade |
 AZZA3 | Azzas 2154 SA | 2.3% | R$545.7K | AddedR$345.9K | ▲ 56.3% | Consumer Non-Durables |
 GMAT3 | Grupo Mateus SA | 2.2% | R$508.0K | AddedR$137.2K | ▲ 11.0% | Retail Trade |
 BBDC4 | Banco Bradesco SA | 1.7% | R$397.2K | Trimmed−R$741.1K | ▲ 11.7% | Finance |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 1.4% | R$334.6K | AddedR$279.8K | ▲ 18.6% | Utilities |
 SBFG3 | Grupo SBF S.A. | 1.3% | R$299.8K | New | ▲ 44.7% | Retail Trade |
 BBAS3 | Banco do Brasil S.A. | 1.3% | R$295.3K | AddedR$20.8K | ▲ 4.9% | Finance |
 ALOS3 | Allos S.A. | 1.3% | R$294.9K | Held | ▲ 21.1% | Finance |
 BEEF3 | Minerva S.A. | 1.2% | R$290.8K | Held | ▲ 9.9% | Distribution Services |
 TTEN3 | Tres Tentos Agroindustrial SA | 1.1% | R$258.1K | New | ▲ 36.6% | Commercial Services |
 LREN3 | Lojas Renner S.A. | 0.9% | R$199.5K | AddedR$182.1K | ▲ 28.7% | Retail Trade |
 PRIO3 | Prio SA | 0.8% | R$182.7K | Trimmed−R$201.0K | ▲ 17.0% | Energy Minerals |
 MRVE3 | MRV Engenharia e Participacoes S.A. | 0.8% | R$176.1K | AddedR$159.7K | ▲ 52.7% | Consumer Durables |
 ENEV3 | Eneva S.A. | 0.8% | R$175.6K | AddedR$8.4K | ▲ 14.8% | Utilities |
 PCAR3 | Companhia Brasileira de Distribuicao | 0.7% | R$167.5K | New | ▼ 6.9% | Retail Trade |
 KLBN4 | Klabin SA | 0.7% | R$162.4K | AddedR$162.0K | ▲ 2.5% | Non-Energy Minerals |
 BBDC3 | Banco Bradesco SA | 0.7% | R$162.2K | New | ▲ 12.4% | Finance |
 CMIN3 | CSN Mineracao SA | 0.7% | R$152.3K | New | ▼ 0.2% | Non-Energy Minerals |
 ANIM3 | Anima Holding SA | 0.6% | R$149.5K | New | ▲ 71.9% | Consumer Services |
 CSNA3 | Companhia Siderurgica Nacional | 0.6% | R$144.8K | AddedR$91.7K | ▲ 4.2% | Non-Energy Minerals |
 COGN3 | Cogna Educacao S.A. | 0.6% | R$142.7K | AddedR$95.1K | ▲ 40.1% | Commercial Services |
 AURE3 | Auren Energia SA | 0.6% | R$141.9K | New | ▲ 16.7% | Utilities |
 VVEO3 | CM Hospitalar SA | 0.6% | R$132.7K | AddedR$124.8K | ▲ 29.1% | Distribution Services |
 LJQQ3 | Lojas Quero-Quero SA | 0.5% | R$110.2K | New | ▲ 106.0% | Retail Trade |
 RADL3 | Raia Drogasil S.A. | 0.5% | R$110.2K | New | ▲ 17.6% | Retail Trade |
 RECV3 | Petroreconcavo SA | 0.5% | R$106.7K | AddedR$105.6K | ▲ 19.4% | Energy Minerals |
 SUZB3 | Suzano S.A. | 0.5% | R$106.1K | Held | ▼ 4.1% | Process Industries |
 VULC3 | Vulcabras SA | 0.4% | R$94.0K | Held | ▲ 19.0% | Consumer Non-Durables |
 VAMO3 | Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA | 0.4% | R$88.2K | Trimmed−R$470.9K | ▲ 54.4% | Finance |
 RIAA3 | RIACHUELO | 0.4% | R$86.0K | New | ▲ 56.2% | Distribution Services |
 EZTC3 | EZ TEC Empreendimentos e Participacoes SA | 0.3% | R$75.7K | Trimmed−R$1.6M | ▲ 35.6% | Finance |
 SMTO3 | Sao Martinho S.A. | 0.3% | R$71.0K | New | ▲ 19.8% | Process Industries |
 ITUB4 | Itau Unibanco Holding SA | 0.3% | R$70.8K | Trimmed−R$318.8K | ▲ 10.2% | Finance |
 USIM5 | Usinas Siderurgicas de Minas Gerais SA-Usiminas | 0.3% | R$70.1K | Trimmed−R$167.5K | ▼ 3.3% | Non-Energy Minerals |
 DIRR3 | Direcional Engenharia S.A. | 0.3% | R$67.7K | AddedR$65.7K | ▲ 13.0% | Finance |
 CASH3 | Meliuz SA | 0.3% | R$58.8K | AddedR$26.7K | ▼ 5.4% | Commercial Services |
 FESA4 | Cia de Ferro Ligas da Bahia-Ferbasa | 0.2% | R$55.2K | AddedR$54.2K | ▲ 25.4% | Non-Energy Minerals |
 INBR32 | Inter & Co., Inc. | 0.2% | R$54.9K | Held | ▲ 20.3% | BDR |
 PETR3 | Petroleo Brasileiro SA | 0.2% | R$53.9K | New | ▲ 20.4% | Energy Minerals |
 BRAP4 | Bradespar SA | 0.2% | R$52.6K | New | ▼ 0.9% | Finance |
 SHUL4 | Schulz S.A.Non-Cum Perp | 0.2% | R$45.9K | New | ▲ 18.8% | Producer Manufacturing |
 MSFT34 | Microsoft Corp | 0.2% | R$44.1K | New | ▲ 0.7% | BDR |
 SIMH3 | Simpar SA | 0.2% | R$43.3K | AddedR$4.8K | ▲ 73.4% | Transportation |
 AMER3 | Americanas SA | 0.2% | R$41.2K | Trimmed−R$266.3K | ▲ 25.7% | Retail Trade |
 P1DD34 | PDD Holdings Inc. ADR A | 0.2% | R$40.3K | New | ▼ 0.8% | BDR |
 PINE4 | Banco PINE S.A. | 0.2% | R$37.6K | Held | ▲ 33.7% | Finance |
 ROXO34 | Nu Holdings Ltd. | 0.1% | R$32.9K | New | ▲ 16.3% | BDR |
 SAPR4 | Companhia de Saneamento do Parana - Sanepar | 0.1% | R$31.9K | New | ▲ 21.8% | Utilities |
 JHSF3 | JHSF Participacoes S.A. | 0.1% | R$31.7K | AddedR$17.6K | ▲ 21.0% | Finance |
 RAIZ4 | Raizen SA | 0.1% | R$31.2K | AddedR$30.7K | ▲ 32.3% | Retail Trade |
 MYPK3 | Iochpe Maxion S.A. | 0.1% | R$27.8K | Held | ▲ 30.5% | Producer Manufacturing |
 TEND3 | Construtora Tenda SA | 0.1% | R$27.0K | Trimmed−R$1.3M | ▲ 5.9% | Finance |
 LPSB3 | LPS Brasil-Consultoria de Imoveis SA | 0.1% | R$26.9K | New | ▲ 18.7% | Commercial Services |
 AZEV4 | Azevedo & Travassos SA | 0.1% | R$25.6K | Held | ▼ 3.4% | Industrial Services |
