Reach Capital

REACH CAPITAL INVESTIMENTOS S.A

Portfolio as of March 2026compared with February 2026

In stocks

R$369.6M

Stocks

Top 10: 72%

Funds

YTD

▲ 8.2%

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$87.4M
Sells: −R$87.8M
New positions: 2
Exited: 5

Sectors

Utilities38.3%
Finance18.5%
Producer Manufacturing11.4%
BDRs11.1%
Commercial Services6.6%
Energy Minerals4.6%

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
ORVR3	Orizon Valorizacao de Residuos SA	15.1%	R$55.7M	Trimmed−R$3.9M	▲ 15.2%	Utilities
AXIA3	AXIA Energia SA	11.1%	R$40.9M	AddedR$7.0M	▲ 1.2%	Utilities
ROXO34	Nu Holdings Ltd.	9.8%	R$36.3M	AddedR$2.8M	▲ 2.2%	BDR
CSMG3	Companhia de Saneamento de Minas Gerais	8.3%	R$30.5M	AddedR$19.0M	▲ 10.1%	Utilities
RENT3	Localiza Rent A Car SA	6.8%	R$25.3M	AddedR$15.9M	▲ 12.5%	Finance
RAPT4	Randoncorp S.A.	5.2%	R$19.3M	AddedR$9.5M	▲ 47.2%	Producer Manufacturing
PRIO3	Prio SA	4.6%	R$17.1M	Trimmed−R$10.5M	▲ 7.6%	Energy Minerals
TTEN3	Tres Tentos Agroindustrial SA	4.0%	R$14.8M	Held	▼ 12.9%	Commercial Services
CSAN3	Cosan S.A.	3.8%	R$14.2M	AddedR$10.4M	▼ 2.0%	Utilities
BMEB4	BCO Mercantil do Brasil SA	3.3%	R$12.0M	Trimmed−R$370.8K	▲ 7.9%	Finance
CSED3	Cruzeiro do Sul Educacional SA	3.2%	R$11.8M	AddedR$1.5M	▲ 32.7%	Consumer Services
LAVV3	LAVVI Empreendimentos Imobiliarios SA	3.1%	R$11.4M	Held	▲ 9.5%	Finance
WEGE3	WEG SA	3.0%	R$11.1M	Trimmed−R$6.2M	▼ 4.4%	Producer Manufacturing
ITUB4	Itau Unibanco Holding SA	2.8%	R$10.3M	New	▲ 12.2%	Finance
ALPA4	Alpargatas SA	2.7%	R$10.2M	AddedR$2.4M	▲ 44.7%	Consumer Non-Durables
YDUQ3	YDUQS Participacoes SA	2.6%	R$9.5M	Held	▲ 19.6%	Commercial Services
KEPL3	Kepler Weber SA	1.9%	R$7.0M	AddedR$2.3M	▼ 3.0%	Producer Manufacturing
BMEB3	BCO Mercantil do Brasil SA	1.6%	R$6.1M	New	▼ 3.8%	Finance
CAMB3	Cambuci SA	1.5%	R$5.5M	Trimmed−R$1.2M	▼ 13.1%	Consumer Non-Durables
INBR32	Inter & Co., Inc.	1.3%	R$4.8M	Trimmed−R$4.9M	▼ 20.1%	BDR
MYPK3	Iochpe Maxion S.A.	1.3%	R$4.8M	Held	▲ 32.1%	Producer Manufacturing
PSSA3	Porto Seguro S.A.	0.9%	R$3.3M	Trimmed−R$2.6M	▲ 4.2%	Finance
PGMN3	Empreendimentos Pague Menos SA	0.7%	R$2.5M	AddedR$291.9K	▼ 8.2%	Retail Trade
RADL3	Raia Drogasil S.A.	0.7%	R$2.5M	Held	▼ 8.2%	Retail Trade
PNVL3	Dimed S.A. Distribuidora de Medicamentos	0.6%	R$2.4M	Held	▲ 11.4%	Retail Trade