FHS
Ações Invest. no Exterior · CNPJ 55.538.508/0001-30 · benchmark Não se aplica
Portfolio as of September 2026
AUM
R$508.1M
In stocks
R$269.6M
Stocks
21
YTD
▲ 13.9%
12 months
▲ 22.5%
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 |
|---|---|---|---|---|---|---|
 AXIA3 | AXIA Energia SA | 12.8% | R$34.5M | AddedR$1.3M | ▲ 7.0% | Utilities |
 EMBJ3 | Embraer S.A. | 12.6% | R$34.1M | Held | ▼ 6.7% | Electronic Technology |
 BLAU3 | Blau Farmaceutica SA | 12.3% | R$33.2M | Held | ▲ 19.0% | Health Technology |
 TEND3 | Construtora Tenda SA | 12.0% | R$32.4M | AddedR$5.4M | ▲ 5.9% | Finance |
 CSAN3 | Cosan S.A. | 8.8% | R$23.8M | AddedR$2.4M | ▲ 33.1% | Utilities |
 TTEN3 | Tres Tentos Agroindustrial SA | 8.6% | R$23.2M | AddedR$745.6K | ▲ 36.6% | Commercial Services |
 GEPA4 | Rio Paranapanema Energia SA | 6.2% | R$16.6M | Held | ▲ 7.9% | Utilities |
 CPLE3 | Companhia Paranaense de Energia | 5.9% | R$16.0M | Held | ▲ 10.3% | Utilities |
 BIOM3 | Biomm SA | 3.8% | R$10.4M | Held | ▲ 3.8% | Health Technology |
 BRAV3 | Brava Energia SA | 3.7% | R$10.0M | Held | ▲ 15.7% | Energy Minerals |
 NATU3 | Natura Cosmeticos SA | 2.5% | R$6.8M | Held | ▲ 13.3% | Consumer Non-Durables |
 VLID3 | Valid Solucoes SA | 2.3% | R$6.3M | Trimmed−R$754.7K | ▲ 16.2% | Commercial Services |
 CSMG3 | Companhia de Saneamento de Minas Gerais | 2.1% | R$5.6M | Held | ▲ 12.9% | Utilities |
 MILS3 | Mills Locacao Servicos e Logistica S.A. | 2.0% | R$5.3M | Held | ▲ 2.2% | Finance |
 ORVR3 | Orizon Valorizacao de Residuos SA | 1.8% | R$4.9M | Held | ▲ 18.3% | Utilities |
 AXIA7 | AXIA Energia SA | 1.7% | R$4.6M | Trimmed−R$2.2M | ▲ 7.6% | Utilities |
 AXIA17 | – | 0.3% | R$847.7K | New | – | Other |
 RSID3 | – | 0.2% | R$480.0K | Held | – | Other |
 AZTE3 | Azevedo & Travassos Energia S.A | 0.1% | R$372.0K | Held | ▼ 2.4% | Energy Minerals |
 AZEV3 | Azevedo & Travassos SA | 0.1% | R$172.3K | Held | ▲ 94.5% | Industrial Services |
 AZEV4 | Azevedo & Travassos SA | 0.0% | R$119.0K | Held | ▼ 3.4% | Industrial Services |