Canuma Capital

CANUMA CAPITAL LTDA.

Portfolio as of March 2026compared with February 2026

In stocks

R$33.8M

Stocks

Top 10: 79%

Funds

YTD

▲ 1.1%

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$0
Sells: R$0
New positions: 0
Exited: 0

Sectors

BDRs82.6%
Other17.4%

Portfolio

All of the manager's funds combined · since then: today's price vs. Mar/26

Stock	Company	% of stock portfolio	Value	Month	Since then	Sector
EQIX34	Equinix Inc	11.9%	R$4.0M	Held	▼ 3.0%	BDR
V1TA34	Ventas, Inc.	11.3%	R$3.8M	Held	▲ 0.5%	BDR
P1LD34	Prologis, Inc.	11.3%	R$3.8M	Held	▼ 6.7%	BDR
T1OW34	American Tower Corporation	9.5%	R$3.2M	Held	▲ 1.2%	BDR
SIMN34	Simon Property Group Inc	8.4%	R$2.8M	Held	▲ 7.0%	BDR
W1EL34	Welltower OP Inc	7.2%	R$2.4M	Held	▲ 15.4%	BDR
D1LR34	Digital Realty Trust Inc	7.0%	R$2.4M	Held	▼ 6.0%	BDR
R1IN34	Realty Income Corp	5.0%	R$1.7M	Held	▼ 11.2%	BDR
E1QR34	–	3.9%	R$1.3M	Held	–	Other
A1VB34	–	3.4%	R$1.2M	Held	–	Other
K1IM34	–	3.1%	R$1.1M	Held	–	Other
C1CI34	Crown Castle Inc.	3.0%	R$1.0M	Held	▼ 1.3%	BDR
F2RT34	–	3.0%	R$996.6K	Held	–	Other
U1DR34	–	2.2%	R$752.7K	Held	–	Other
P1EA34	Healthpeak Properties, Inc.	1.8%	R$619.6K	Held	▲ 8.9%	BDR
R1EG34	–	1.7%	R$579.5K	Held	–	Other
M1AA34	Mid-America Apartment Communities Inc	1.7%	R$559.8K	Held	▼ 9.7%	BDR
E1SS34	Essex Property Trust	1.4%	R$461.1K	Held	▲ 6.8%	BDR
E1XR34	Extra Space Storage Inc.	1.3%	R$446.2K	Held	▲ 3.9%	BDR
P1SA34	Public Storage	1.2%	R$414.7K	Held	▲ 4.1%	BDR
A1RE34	Alexandria Real Estate Equities Inc	0.6%	R$217.4K	Held	▼ 14.7%	BDR