Mainu
MAINU INVESTIMENTOS LTDA.
Portfolio as of September 2026compared with August 2026
In stocks
R$25.6M
Stocks
7
Top 10: 100%
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
- Buys
- +R$775.4K
- Sells
- R$0
- New positions
- 0
- Exited
- 0
Sectors
- Utilities54.7%
- Finance37.8%
- Health Services7.5%
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 |
|---|---|---|---|---|---|---|
 EQTL3 | Equatorial S.A. | 28.0% | R$7.2M | AddedR$215.4K | ▲ 22.0% | Utilities |
 ITUB4 | Itau Unibanco Holding SA | 27.9% | R$7.1M | AddedR$221.4K | ▲ 10.2% | Finance |
 ENEV3 | Eneva S.A. | 26.8% | R$6.9M | AddedR$209.0K | ▲ 14.8% | Utilities |
 TEND3 | Construtora Tenda SA | 6.6% | R$1.7M | AddedR$51.3K | ▲ 5.9% | Finance |
 RDOR3 | Rede D'Or Sao Luiz SA | 4.0% | R$1.0M | AddedR$26.8K | ▲ 15.1% | Health Services |
 QUAL3 | Qualicorp Consultoria e Corretora de Seguros S.A. | 3.5% | R$896.2K | AddedR$27.1K | ▲ 32.5% | Health Services |
 RENT3 | Localiza Rent A Car SA | 3.4% | R$862.7K | AddedR$24.3K | ▲ 30.5% | Finance |
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| CLASSE MAINU EQUITIES BRASIL DE COTAS EM AÇÕES DO MAINU EQUITIES STRATEGIES | Ações Invest. no Exterior | R$100.7M | – | – | Sep/26 |
Past performance is no guarantee of future results.