MAINÁ MASTER
Ações Invest. no Exterior · CNPJ 58.034.507/0001-46 · benchmark Não se aplica
Portfolio as of September 2026
AUM
R$807.5M
In stocks
R$892.5M
Stocks
27
YTD
–
12 months
–
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 |
|---|---|---|---|---|---|---|
 HYPE3 | Hypera S.A. | 15.0% | R$133.9M | Held | ▲ 11.3% | Health Technology |
 ABCB4 | Banco ABC Brasil SA Conv | 12.8% | R$114.5M | Held | ▲ 15.3% | Finance |
 TTEN3 | Tres Tentos Agroindustrial SA | 6.6% | R$58.7M | Held | ▲ 36.6% | Commercial Services |
 SUZB3 | Suzano S.A. | 6.1% | R$54.3M | Held | ▼ 4.1% | Process Industries |
 COCE5 | Companhia Energetica do Ceara-COELCE | 5.4% | R$48.2M | Held | ▲ 20.1% | Utilities |
 CAML3 | Camil Alimentos SA | 4.7% | R$42.3M | Held | ▲ 28.9% | Process Industries |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 4.5% | R$40.2M | Held | ▲ 19.7% | Finance |
 ALOS3 | Allos S.A. | 4.4% | R$39.1M | Held | ▲ 21.1% | Finance |
 ESPA3 | MPM Corporeos SA | 3.9% | R$34.7M | Held | ▲ 4.7% | Consumer Services |
 CSAN3 | Cosan S.A. | 3.8% | R$34.2M | Held | ▲ 33.1% | Utilities |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 3.8% | R$34.1M | Held | ▲ 18.6% | Utilities |
 VAMO3 | Vamos Locacao de Caminhoes, Maquinas e Equipamentos SA | 3.7% | R$32.6M | Held | ▲ 54.4% | Finance |
 DASA3 | Diagnosticos da America S.A. | 2.9% | R$25.9M | AddedR$646.6K | ▲ 40.3% | Health Services |
 VIVA3 | Vivara Participacoes SA | 2.8% | R$25.3M | Held | ▲ 17.1% | Consumer Durables |
 JSLG3 | JSL S.A. | 2.7% | R$24.4M | Held | ▲ 55.1% | Transportation |
 RAIL3 | Rumo SA | 2.6% | R$23.0M | Held | ▲ 18.5% | Transportation |
 RAPT4 | Randoncorp S.A. | 2.5% | R$22.3M | Held | ▲ 58.6% | Producer Manufacturing |
 CSMG3 | Companhia de Saneamento de Minas Gerais | 2.5% | R$22.0M | Held | ▲ 12.9% | Utilities |
 AZZA3 | Azzas 2154 SA | 1.9% | R$16.6M | AddedR$770.7K | ▲ 56.3% | Consumer Non-Durables |
 RECV3 | Petroreconcavo SA | 1.7% | R$15.5M | Held | ▲ 19.4% | Energy Minerals |
 GMAT3 | Grupo Mateus SA | 1.5% | R$13.5M | Held | ▲ 11.0% | Retail Trade |
 PASS3 | Compass Gas e Energia SA | 1.3% | R$11.4M | Held | ▲ 22.8% | Utilities |
 ECOR3 | EcoRodovias Infraestrutura e Logistica S.A. | 1.2% | R$10.8M | Held | ▲ 52.3% | Transportation |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 0.7% | R$6.3M | Held | ▲ 43.2% | Health Services |
 RAPT3 | Randoncorp S.A. | 0.7% | R$6.3M | Held | ▲ 29.0% | Producer Manufacturing |
 KEPL3 | Kepler Weber SA | 0.2% | R$1.6M | AddedR$694.4K | ▲ 22.3% | Producer Manufacturing |
 PRIO3 | Prio SA | 0.1% | R$984.4K | Held | ▲ 17.0% | Energy Minerals |