Oceana
OCEANA INVESTIMENTOS ADMINISTRADORA DE CARTEIRA DE VALORES MOBILIÁRIOS LTDA
Portfolio as of March 2026compared with February 2026
In stocks
R$4.2B
Stocks
48
Top 10: 66%
Funds
11
YTD
▲ 26.5%
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$768.5M
- Sells
- −R$456.5M
- New positions
- 7
- Exited
- 5
Sectors
- Utilities29.6%
- Finance18.5%
- Consumer Services8.3%
- Transportation8.1%
- Energy Minerals6.8%
- Non-Energy Minerals5.7%
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 |
|---|---|---|---|---|---|---|
 EQTL3 | Equatorial S.A. | 15.8% | R$663.5M | AddedR$34.4M | ▲ 21.6% | Utilities |
 SMFT3 | Smartfit Escola de Ginastica e Danca SA | 8.3% | R$347.5M | AddedR$92.6M | ▲ 33.9% | Consumer Services |
 RAIL3 | Rumo SA | 8.1% | R$343.3M | AddedR$54.0M | ▲ 18.8% | Transportation |
 ENEV3 | Eneva S.A. | 7.7% | R$325.8M | AddedR$114.8M | ▲ 30.4% | Utilities |
 PETR4 | Petroleo Brasileiro SA | 5.0% | R$210.4M | AddedR$23.3M | ▲ 19.6% | Energy Minerals |
 VALE3 | Vale S.A. | 4.6% | R$195.1M | Trimmed−R$41.0M | ▼ 20.7% | Non-Energy Minerals |
 GGPS3 | GPS Participacoes e Empreendimentos SA | 4.3% | R$179.4M | AddedR$39.8M | ▼ 2.2% | Commercial Services |
 SUZB3 | Suzano S.A. | 4.2% | R$175.3M | AddedR$16.2M | ▼ 18.3% | Process Industries |
 VBBR3 | Vibra Energia SA | 4.0% | R$169.1M | AddedR$31.9M | ▲ 16.0% | Retail Trade |
 RENT3 | Localiza Rent A Car SA | 3.9% | R$163.2M | AddedR$69.5M | ▲ 12.5% | Finance |
 RDOR3 | Rede D'Or Sao Luiz SA | 3.8% | R$158.0M | AddedR$136.5M | ▲ 13.1% | Health Services |
 ALOS3 | Allos S.A. | 3.6% | R$153.5M | Held | ▲ 17.7% | Finance |
 AURE3 | Auren Energia SA | 3.5% | R$146.4M | AddedR$4.8M | ▲ 27.3% | Utilities |
 ITSA4 | Itausa SA | 3.1% | R$129.7M | Trimmed−R$81.9M | ▲ 13.0% | Finance |
 ITUB4 | Itau Unibanco Holding SA | 3.0% | R$128.0M | Trimmed−R$20.2M | ▲ 12.2% | Finance |
 NATU3 | Natura Cosmeticos SA | 2.3% | R$97.6M | AddedR$13.4M | ▼ 26.7% | Consumer Non-Durables |
 CPLE3 | Companhia Paranaense de Energia | 2.1% | R$87.8M | Trimmed−R$22.3M | ▲ 14.4% | Utilities |
 BBDC3 | Banco Bradesco SA | 1.6% | R$67.6M | Trimmed−R$22.2M | ▲ 9.1% | Finance |
 HYPE3 | Hypera S.A. | 1.6% | R$66.4M | AddedR$7.6M | ▲ 17.1% | Health Technology |
 BBDC4 | Banco Bradesco SA | 1.5% | R$64.5M | Trimmed−R$32.1M | ▲ 7.9% | Finance |
 PETR3 | Petroleo Brasileiro SA | 1.5% | R$61.1M | Trimmed−R$47.3M | ▲ 20.3% | Energy Minerals |
 BBAS3 | Banco do Brasil S.A. | 1.0% | R$40.1M | Trimmed−R$11.1M | ▲ 5.2% | Finance |
 GGBR4 | Gerdau S.A. | 0.9% | R$36.9M | New | ▲ 38.2% | Non-Energy Minerals |
 CEAB3 | C&A Modas SA | 0.6% | R$26.7M | New | ▲ 17.9% | Retail Trade |
 ISAE4 | Isa Energia Brasil SA | 0.5% | R$21.7M | Trimmed−R$3.3M | ▲ 0.0% | Utilities |
 MULT3 | Multiplan Empreendimentos Imobiliarios SA | 0.5% | R$19.3M | New | ▲ 19.3% | Finance |
 VIVA3 | Vivara Participacoes SA | 0.4% | R$17.5M | New | ▲ 6.6% | Consumer Durables |
 PRIO3 | Prio SA | 0.4% | R$16.4M | Trimmed−R$52.9M | ▲ 7.6% | Energy Minerals |
 STOC34 | StoneCo Ltd. | 0.3% | R$13.9M | AddedR$7.8M | ▼ 17.3% | BDR |
 G2DI33 | G2D Investments, Ltd. | 0.3% | R$11.7M | Held | ▼ 14.3% | BDR |
 USIM3 | Usinas Siderurgicas de Minas Gerais SA-Usiminas | 0.2% | R$9.9M | Held | ▼ 0.8% | Non-Energy Minerals |
 ASAI3 | Sendas Distribuidora SA | 0.2% | R$9.7M | New | ▲ 47.5% | Retail Trade |
 ROXO34 | Nu Holdings Ltd. | 0.2% | R$8.7M | Held | ▲ 2.2% | BDR |
 MELI34 | MercadoLibre, Inc. | 0.2% | R$8.6M | Trimmed−R$1.4M | ▲ 5.6% | BDR |
 RENT4 | Localiza Rent A Car SA | 0.2% | R$8.5M | Trimmed−R$629.5K | ▲ 13.4% | Finance |
 HAPV3 | Hapvida Participacoes e Investimentos SA | 0.2% | R$8.5M | Trimmed−R$20.8M | ▼ 5.4% | Health Services |
 XPBR31 | XP Inc. | 0.2% | R$6.9M | AddedR$3.6M | ▲ 62.5% | BDR |
 YDUQ3 | YDUQS Participacoes SA | 0.2% | R$6.8M | New | ▲ 19.6% | Commercial Services |
 SCAR3 | Sao Carlos Empreendimentos e Participacoes SA | 0.1% | R$3.7M | Held | ▼ 10.7% | Finance |
 B3SA3 | B3 SA - Brasil, Bolsa, Balcao | 0.0% | R$1.3M | AddedR$755.2K | ▲ 28.9% | Finance |
 SANB11 | Banco Santander (Brasil) S.A. | 0.0% | R$542.8K | New | ▼ 7.9% | Finance |
 UGPA3 | Ultrapar Participacoes S.A. | 0.0% | R$471.0K | Trimmed−R$3.8M | ▲ 38.5% | Retail Trade |
 LREN3 | Lojas Renner S.A. | 0.0% | R$306.7K | Trimmed−R$6.1M | ▼ 0.2% | Retail Trade |
 AXIA7 | AXIA Energia SA | 0.0% | R$278.5K | Trimmed−R$38.2M | ▲ 5.0% | Utilities |
 AXIA6 | – | 0.0% | R$224.6K | Trimmed−R$14.5M | – | Other |
 INBR32 | Inter & Co., Inc. | 0.0% | R$198.2K | Trimmed−R$136.3K | ▼ 20.1% | BDR |
 ALPA4 | Alpargatas SA | 0.0% | R$115.3K | Trimmed−R$69.0K | ▲ 44.7% | Consumer Non-Durables |
 CPFE3 | CPFL Energia S.A. | 0.0% | R$73.1K | Trimmed−R$14.5M | ▲ 2.7% | Utilities |
Exited this month
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| OCEANA LONG BIASED MASTER | Ações Livre | R$2.6B | ▲ 23.3% | ▲ 27.3% | Mar/26 |
| OCEANA VALOR II MASTER | Ações Índice Ativo | R$1.3B | ▲ 34.8% | ▲ 43.8% | Mar/26 |
| OCEANA SELECTION MASTER | Ações Livre | R$718.7M | ▲ 31.4% | ▲ 34.9% | Mar/26 |
| OCEANA LONG BIASED MASTER | Multimercados Livre | R$509.0M | ▲ 23.3% | ▲ 27.3% | Jun/26 |
| OCEANA EQUITY HEDGE MASTER | Multimercados L/S - Neutro | R$445.2M | ▲ 12.7% | ▲ 11.8% | Jun/26 |
| OCEANA VALOR MASTER | Ações Índice Ativo | R$429.7M | ▲ 34.8% | ▲ 43.7% | Mar/26 |
| OCEANA SELECTION E MASTER | Ações Livre | R$264.4M | ▲ 27.0% | ▲ 29.9% | Mar/26 |
| OCEANA EQUITY HEDGE I MASTER | Ações Livre | R$114.6M | ▲ 12.7% | ▲ 11.7% | Mar/26 |
| OCEANA SELECTION PREV MASTER | Previdência Ações Ativo | R$83.5M | ▲ 26.0% | ▲ 28.5% | Jun/26 |
| OCEANA LONG BIASED PREV | Previdência Multimercado Livre | R$75.7M | ▲ 19.6% | ▲ 23.0% | Jun/26 |
| OCEANA VALOR PREV II | Previdência Ações Ativo | R$53.2M | ▲ 30.0% | ▲ 38.1% | Mar/26 |
Past performance is no guarantee of future results.