Perfin Infra
PERFIN INFRA ADMINISTRAÇÃO DE RECURSOS
Portfolio as of September 2026compared with August 2026
In stocks
R$1.5B
Stocks
1
Top 10: 100%
Funds
2
YTD
▲ 31.3%
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$71.8M
- Sells
- R$0
- New positions
- 0
- Exited
- 0
Sectors
- Utilities100.0%
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 |
|---|---|---|---|---|---|---|
 CSMG3 | Companhia de Saneamento de Minas Gerais | 100.0% | R$1.5B | AddedR$71.8M | ▲ 12.9% | Utilities |
Funds
Quota return, after fees
| Fund | Class | AUM | YTD | 12 months | Latest portfolio |
|---|---|---|---|---|---|
| PERFIN INFRA EQUITY MASTER | Ações Livre | R$530.4M | ▲ 31.3% | ▲ 45.7% | Mar/26 |
| PERFIN INFRA SANEAMENTO MG | Multimercados Invest. no Exterior | R$394.7M | – | – | Sep/26 |
Past performance is no guarantee of future results.