3 Ilhas
3 ILHAS INVESTIMENTOS - GESTÃO DE RECURSOS LTDA.
Portfolio as of March 2026
In stocks
R$226.1M
Stocks
24
Top 10: 64%
Funds
1
YTD
–
AUM-weighted average
Past performance is no guarantee of future results.
Disclosed so far
Stock holdings disclosed each month
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Funds can keep positions confidential for up to 180 days, so recent months show up incomplete (hatched) until the confidentiality period ends. The portfolio shown is from the last complete month.
This month
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Sectors
- Consumer Non-Durables15.6%
- Finance15.4%
- Commercial Services12.5%
- Retail Trade11.6%
- Technology Services10.6%
- Utilities9.6%
Portfolio
All of the manager's funds combined · since then: today's price vs. Mar/26
| Stock | Company | % of stock portfolio | Value | Since then | Sector |
|---|---|---|---|---|---|
 NATU3 | Natura Cosmeticos SA | 9.5% | R$21.4M | ▼ 26.7% | Consumer Non-Durables |
 GGPS3 | GPS Participacoes e Empreendimentos SA | 9.3% | R$21.1M | ▼ 2.2% | Commercial Services |
 SUZB3 | Suzano S.A. | 7.3% | R$16.5M | ▼ 18.3% | Process Industries |
 ALPA4 | Alpargatas SA | 6.1% | R$13.8M | ▲ 44.7% | Consumer Non-Durables |
 RENT4 | Localiza Rent A Car SA | 6.0% | R$13.5M | ▲ 13.4% | Finance |
 INTB3 | Intelbras SA Industria de Telecomunicacao Eletronica Brasileir | 5.6% | R$12.6M | ▲ 35.0% | Technology Services |
 ASAI3 | Sendas Distribuidora SA | 5.3% | R$11.9M | ▲ 47.5% | Retail Trade |
 CYRE4 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 5.0% | R$11.4M | ▲ 29.2% | Finance |
 FIQE3 | Unifique Telecomunicacoes SA | 5.0% | R$11.3M | ▼ 10.8% | Communications |
 GOAU4 | Metalurgica Gerdau SA | 4.9% | R$11.1M | ▲ 39.7% | Non-Energy Minerals |
 AURE3 | Auren Energia SA | 4.8% | R$10.9M | ▲ 27.3% | Utilities |
 ENEV3 | Eneva S.A. | 4.8% | R$10.8M | ▲ 30.4% | Utilities |
 VBBR3 | Vibra Energia SA | 4.7% | R$10.7M | ▲ 16.0% | Retail Trade |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 4.4% | R$9.9M | ▲ 19.3% | Finance |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 3.9% | R$8.8M | ▲ 33.9% | Consumer Services |
 LWSA3 | LWSA S.A. | 3.8% | R$8.7M | ▲ 46.6% | Technology Services |
 OPCT3 | OceanPact Servicos Maritimos SA | 3.2% | R$7.1M | ▲ 7.0% | Commercial Services |
 DASA3 | Diagnosticos da America S.A. | 1.7% | R$3.8M | ▲ 93.2% | Health Services |
 BMOB3 | Bemobi Mobile Tech SA | 1.1% | R$2.6M | ▲ 24.6% | Technology Services |
 WEST3 | Westwing Comercio Varejista SA | 1.1% | R$2.5M | ▲ 29.0% | Retail Trade |
 VVEO3 | CM Hospitalar SA | 1.1% | R$2.4M | ▼ 17.7% | Distribution Services |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 1.0% | R$2.3M | ▼ 5.4% | Health Services |
 ENJU3 | Enjoei SA | 0.5% | R$1.1M | ▲ 614.3% | Retail Trade |
 CYRE3 | Cyrela Brazil Realty SA Empreendimentos e Participacoes | 0.0% | R$4.3K | ▲ 26.0% | Finance |
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| 3 ILHAS | Ações Livre | R$94.2M | – | – | Aug/26 |
Past performance is no guarantee of future results.