Berkana
Berkana Investimentos e Gestao de Recursos Ltda.
Portfolio as of September 2026compared with August 2026
In stocks
R$14.0M
Stocks
26
Top 10: 66%
Funds
2
YTD
▲ 12.9%
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
- Buys
- +R$18.0K
- Sells
- −R$59.7K
- New positions
- 1
- Exited
- 0
Sectors
- Finance24.5%
- Utilities22.2%
- Retail Trade16.5%
- Consumer Non-Durables8.1%
- Non-Energy Minerals6.6%
- Energy Minerals5.3%
Portfolio
All of the manager's funds combined · since then: today's price vs. Sep/26
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 VBBR3 | Vibra Energia SA | 9.2% | R$1.3M | Held | ▼ 1.3% | Retail Trade |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 8.2% | R$1.1M | Held | ▲ 29.3% | Finance |
 UGPA3 | Ultrapar Participacoes S.A. | 7.2% | R$1.0M | Held | ▲ 5.6% | Retail Trade |
 VALE3 | Vale S.A. | 6.6% | R$922.8K | Held | ▼ 6.4% | Non-Energy Minerals |
 ENEV3 | Eneva S.A. | 6.5% | R$916.9K | Held | ▲ 14.8% | Utilities |
 AXIA3 | AXIA Energia SA | 6.0% | R$834.2K | Held | ▲ 7.0% | Utilities |
 ITSA4 | Itausa SA | 5.9% | R$829.9K | Held | ▲ 8.2% | Finance |
 ALPA4 | Alpargatas SA | 5.9% | R$823.9K | Held | ▲ 26.5% | Consumer Non-Durables |
 PRIO3 | Prio SA | 5.3% | R$743.0K | Held | ▲ 17.0% | Energy Minerals |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 4.8% | R$675.6K | Held | ▲ 19.7% | Finance |
 SUZB3 | Suzano S.A. | 4.7% | R$658.6K | Held | ▼ 4.1% | Process Industries |
 HYPE3 | Hypera S.A. | 4.6% | R$648.7K | Held | ▲ 11.3% | Health Technology |
 EQTL3 | Equatorial S.A. | 4.6% | R$638.2K | Held | ▲ 22.0% | Utilities |
 PASS3 | Compass Gas e Energia SA | 4.3% | R$597.7K | Held | ▲ 22.8% | Utilities |
 RENT3 | Localiza Rent A Car SA | 4.2% | R$583.2K | Held | ▲ 30.5% | Finance |
 TOTS3 | TOTVS S.A. | 3.2% | R$444.6K | Held | ▲ 25.8% | Technology Services |
 WEGE3 | WEG SA | 1.8% | R$252.2K | Held | ▼ 1.4% | Producer Manufacturing |
 NATU3 | Natura Cosmeticos SA | 1.7% | R$242.3K | Held | ▲ 13.3% | Consumer Non-Durables |
 RDOR3 | Rede D'Or Sao Luiz SA | 1.4% | R$202.9K | Held | ▲ 15.1% | Health Services |
 ITUB4 | Itau Unibanco Holding SA | 1.3% | R$175.6K | Held | ▲ 10.2% | Finance |
 AXIA7 | AXIA Energia SA | 0.9% | R$127.0K | Trimmed−R$59.7K | ▲ 7.6% | Utilities |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 0.7% | R$103.6K | Held | ▲ 46.1% | Consumer Services |
 AZZA3 | Azzas 2154 SA | 0.5% | R$69.5K | Held | ▲ 56.3% | Consumer Non-Durables |
 RENT4 | Localiza Rent A Car SA | 0.2% | R$21.6K | Held | ▲ 31.3% | Finance |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 0.1% | R$18.7K | Held | ▲ 43.2% | Health Services |
 AXIA17 | – | 0.1% | R$18.0K | New | – | Other |
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| ILHA DE TINHARÉ | Multimercados Invest. no Exterior | R$259.8M | ▲ 12.8% | ▲ 17.5% | Sep/26 |
| GUILDER ZURICH PREV | Previdência Multimercado Livre | R$54.1M | ▲ 13.3% | ▲ 17.7% | Sep/26 |
Past performance is no guarantee of future results.