Mirante
MIRANTE INVESTIMENTOS LTDA. ME
Portfolio as of November 2025compared with October 2025
In stocks
R$45.0M
Stocks
19
Top 10: 79%
Funds
1
YTD
▲ 23.8%
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$3.5M
- Sells
- −R$15.3M
- New positions
- 3
- Exited
- 3
Sectors
- Finance24.7%
- Utilities14.0%
- BDRs12.1%
- Health Services9.6%
- Consumer Services9.6%
- Consumer Durables7.2%
Portfolio
All of the manager's funds combined · since then: today's price vs. Nov/25
| Stock | Company | % of stock portfolio | Value | Month | Since then | Sector |
|---|---|---|---|---|---|---|
 HBRE3 | HBR Realty Empreendimentos Imobiliarios SA | 12.3% | R$5.5M | Trimmed−R$678.5K | ▼ 26.1% | Finance |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 9.6% | R$4.3M | Trimmed−R$1.6M | ▼ 2.3% | Consumer Services |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 9.4% | R$4.2M | AddedR$1.9M | ▼ 32.3% | Health Services |
 STOC34 | StoneCo Ltd. | 8.3% | R$3.7M | Trimmed−R$452.6K | ▼ 32.9% | BDR |
 TEND3 | Construtora Tenda SA | 8.2% | R$3.7M | Trimmed−R$1.6M | ▲ 4.2% | Finance |
 SBSP3 | Companhia de Saneamento Basico do Estado de Sao Paulo SABESP | 7.8% | R$3.5M | Trimmed−R$3.2M | ▲ 19.1% | Utilities |
 VIVA3 | Vivara Participacoes SA | 7.2% | R$3.2M | Trimmed−R$2.2M | ▼ 21.3% | Consumer Durables |
 CSAN3 | Cosan S.A. | 6.2% | R$2.8M | AddedR$61.6K | ▼ 14.4% | Utilities |
 INTB3 | Intelbras SA Industria de Telecomunicacao Eletronica Brasileir | 5.1% | R$2.3M | Trimmed−R$423.5K | ▲ 51.8% | Technology Services |
 PRIO3 | Prio SA | 5.0% | R$2.2M | Trimmed−R$316.3K | ▲ 91.5% | Energy Minerals |
 GUAR3 | – | 4.7% | R$2.1M | Trimmed−R$384.9K | – | Other |
 AURA33 | Aura Minerals Inc | 3.9% | R$1.7M | Trimmed−R$209.7K | ▲ 102.8% | BDR |
 ALOS3 | Allos S.A. | 3.8% | R$1.7M | Trimmed−R$212.6K | ▲ 25.9% | Finance |
 CEAB3 | C&A Modas SA | 2.8% | R$1.2M | New | ▼ 19.7% | Retail Trade |
 RAPT3 | Randoncorp S.A. | 1.8% | R$829.6K | Trimmed−R$92.3K | ▲ 61.6% | Producer Manufacturing |
 RAPT4 | Randoncorp S.A. | 1.8% | R$794.4K | Trimmed−R$529.6K | ▲ 23.4% | Producer Manufacturing |
 NATU3 | Natura Cosmeticos SA | 1.5% | R$663.2K | Trimmed−R$87.0K | ▼ 7.7% | Consumer Non-Durables |
 PLPL3 | Plano & Plano Desenvolvimento Imobiliario Ltda | 0.4% | R$159.4K | New | ▼ 49.2% | Finance |
 DASA3 | Diagnosticos da America S.A. | 0.2% | R$109.9K | New | ▲ 79.6% | Health Services |
Exited this month
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| MIRANTE | Ações Livre | R$62.1M | ▲ 23.8% | ▲ 18.5% | Dec/25 |
Past performance is no guarantee of future results.