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LOGOS GESTÃO DE RECURSOS LTDA.

Portfolio as of May 2026compared with April 2026

In stocks

R$235.5M

Stocks

Top 10: 50%

Funds

YTD

▲ 7.8%

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$89.5M
Sells: −R$96.1M
New positions: 10
Exited: 14

Sectors

Utilities20.4%
Finance15.5%
Retail Trade11.7%
Transportation9.4%
Communications8.6%
Commercial Services7.5%

Portfolio

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

Stock	Company	% of stock portfolio	Value	Month	Since then	Sector
ITUB4	Itau Unibanco Holding SA	6.1%	R$14.3M	AddedR$11.3M	▲ 21.9%	Finance
VALE3	Vale S.A.	5.6%	R$13.1M	Trimmed−R$14.6M	▼ 21.0%	Non-Energy Minerals
RDOR3	Rede D'Or Sao Luiz SA	5.4%	R$12.8M	Trimmed−R$3.4M	▲ 29.6%	Health Services
UGPA3	Ultrapar Participacoes S.A.	5.3%	R$12.4M	AddedR$5.2M	▲ 53.7%	Retail Trade
CSAN3	Cosan S.A.	5.2%	R$12.3M	AddedR$4.7M	▲ 38.7%	Utilities
MOTV3	Motiva Infraestrutura de Mobilidade SA	5.1%	R$11.9M	New	▲ 44.6%	Transportation
EMBJ3	Embraer S.A.	4.7%	R$11.1M	New	▲ 23.8%	Electronic Technology
TEND3	Construtora Tenda SA	4.7%	R$11.0M	Trimmed−R$3.5M	▼ 12.5%	Finance
EQTL3	Equatorial S.A.	4.0%	R$9.5M	AddedR$6.5M	▲ 28.6%	Utilities
SBFG3	Grupo SBF S.A.	3.6%	R$8.5M	Held	▲ 3.3%	Retail Trade
DESK3	Desktop SA	3.6%	R$8.4M	Trimmed−R$3.7M	▲ 6.8%	Communications
FIQE3	Unifique Telecomunicacoes SA	3.2%	R$7.6M	AddedR$2.7M	▼ 6.2%	Communications
LWSA3	LWSA S.A.	3.1%	R$7.4M	AddedR$4.0M	▲ 49.3%	Technology Services
AXIA7	AXIA Energia SA	2.9%	R$6.9M	AddedR$362.5K	▲ 18.1%	Utilities
BBSE3	BB Seguridade Participacoes SA	2.9%	R$6.8M	New	▲ 19.5%	Finance
PGMN3	Empreendimentos Pague Menos SA	2.8%	R$6.6M	Trimmed−R$1.3M	▲ 33.5%	Retail Trade
PASS3	Compass Gas e Energia SA	2.8%	R$6.5M	New	▲ 5.1%	Utilities
VTRU3	Vitru Educacao SA	2.7%	R$6.3M	Trimmed−R$1.8M	▲ 57.4%	Commercial Services
AURE3	Auren Energia SA	2.5%	R$5.8M	AddedR$2.4M	▲ 22.9%	Utilities
TTEN3	Tres Tentos Agroindustrial SA	2.4%	R$5.7M	AddedR$488.3K	▼ 10.7%	Commercial Services
RAIL3	Rumo SA	2.4%	R$5.6M	Trimmed−R$529.6K	▲ 40.7%	Transportation
ANIM3	Anima Holding SA	2.4%	R$5.6M	Trimmed−R$932.6K	▲ 55.8%	Consumer Services
NATU3	Natura Cosmeticos SA	2.3%	R$5.5M	Trimmed−R$5.1M	▼ 23.1%	Consumer Non-Durables
SBSP3	Companhia de Saneamento Basico do Estado de Sao Paulo SABESP	2.0%	R$4.8M	New	▲ 16.4%	Utilities
ECOR3	EcoRodovias Infraestrutura e Logistica S.A.	1.9%	R$4.5M	Trimmed−R$121.2K	▲ 82.6%	Transportation
DIRR3	Direcional Engenharia S.A.	1.8%	R$4.3M	Held	▼ 14.8%	Finance
TOTS3	TOTVS S.A.	1.8%	R$4.2M	New	▲ 27.2%	Technology Services
TIMS3	TIM S.A.	1.6%	R$3.7M	AddedR$2.1M	▼ 13.1%	Communications
YDUQ3	YDUQS Participacoes SA	1.2%	R$2.9M	AddedR$907.3K	▲ 51.8%	Commercial Services
OPCT3	OceanPact Servicos Maritimos SA	1.1%	R$2.7M	Held	▼ 9.0%	Commercial Services
ROXO34	Nu Holdings Ltd.	0.9%	R$2.1M	Trimmed−R$15.1M	▲ 15.4%	BDR
CSMG3	Companhia de Saneamento de Minas Gerais	0.6%	R$1.5M	AddedR$1.2M	▲ 20.6%	Utilities
SAUD3	Bradsaude SA	0.3%	R$717.3K	New	▲ 15.6%	Health Services
LIGT3	Light S.A.	0.3%	R$683.3K	New	▲ 38.5%	Utilities
VIVT3	Telefonica Brasil S.A.	0.2%	R$493.8K	AddedR$142.0K	▼ 4.8%	Communications
HAPV3	Hapvida Participacoes e Investimentos SA	0.2%	R$469.2K	New	▼ 21.4%	Health Services
HYPE3	Hypera S.A.	0.2%	R$373.1K	AddedR$95.9K	▲ 24.4%	Health Technology
QUAL3	Qualicorp Consultoria e Corretora de Seguros S.A.	0.1%	R$143.8K	New	▲ 27.9%	Health Services
ALPA4	Alpargatas SA	0.0%	R$13.6K	Trimmed−R$5.4M	▲ 44.7%	Consumer Non-Durables