Opportunity Private Equity

OPPORTUNITY PRIVATE EQUITY GESTORA DE RECURSOS LTDA

Portfolio as of June 2026compared with May 2026

In stocks

R$1.2B

Stocks

Top 10: 100%

Funds

YTD

▲ 7.2%

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

Other72.4%
Energy Minerals23.2%
Consumer Services4.3%

Portfolio

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

Stock	Company	% of stock portfolio	Value	Month	Since then	Sector
SALT3	–	54.2%	R$661.0M	Held	–	Other
RECV3	Petroreconcavo SA	23.2%	R$283.4M	Held	▲ 27.7%	Energy Minerals
SALT6	–	17.6%	R$215.2M	Held	–	Other
CVCB3	CVC Brasil Operadora e Agencia de Viagens SA	4.3%	R$53.0M	Held	▲ 22.8%	Consumer Services
SALT5	–	0.6%	R$7.1M	Held	–	Other

Funds

Quota return, after fees

Fund	Class	AUM	YTD	12 months	Latest portfolio
OPEG	Ações Invest. no Exterior	R$1.4B	▲ 7.2%	▼ 1.9%	Jun/26

Past performance is no guarantee of future results.