Vintage

VINTAGE INVESTIMENTOS LTDA

Portfolio as of September 2026compared with August 2026

In stocks

R$14.3M

Stocks

Top 10: 83%

Funds

YTD

▲ 14.9%

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$537.3K
Sells: −R$531.4K
New positions: 0
Exited: 1

Sectors

Utilities29.8%
Finance19.1%
BDRs18.5%
Consumer Services5.8%
Process Industries5.8%
Retail Trade5.1%

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
ENEV3	Eneva S.A.	12.8%	R$1.8M	Held	▲ 14.8%	Utilities
ITSA4	Itausa SA	11.3%	R$1.6M	Held	▲ 8.2%	Finance
EQTL3	Equatorial S.A.	11.1%	R$1.6M	Held	▲ 22.0%	Utilities
MELI34	MercadoLibre, Inc.	9.8%	R$1.4M	Held	▲ 5.6%	BDR
ROXO34	Nu Holdings Ltd.	8.2%	R$1.2M	Held	▲ 16.3%	BDR
MULT3	Multiplan Empreendimentos Imobiliarios SA	7.8%	R$1.1M	Held	▲ 19.7%	Finance
SMFT3	Smartfit Escola de Ginastica e Danca SA	5.8%	R$829.7K	AddedR$537.3K	▲ 46.1%	Consumer Services
SUZB3	Suzano S.A.	5.8%	R$822.1K	Trimmed−R$176.8K	▼ 4.1%	Process Industries
TFCO4	Track & Field Co SA	5.1%	R$723.5K	Held	▲ 12.3%	Retail Trade
RAIL3	Rumo SA	5.0%	R$718.4K	Held	▲ 18.5%	Transportation
TTEN3	Tres Tentos Agroindustrial SA	4.6%	R$656.9K	Held	▲ 36.6%	Commercial Services
PRIO3	Prio SA	3.4%	R$481.1K	Trimmed−R$249.7K	▲ 17.0%	Energy Minerals
CSMG3	Companhia de Saneamento de Minas Gerais	3.4%	R$478.6K	Held	▲ 12.9%	Utilities
VALE3	Vale S.A.	3.0%	R$426.5K	Held	▼ 6.4%	Non-Energy Minerals
CSAN3	Cosan S.A.	2.6%	R$370.1K	Held	▲ 33.1%	Utilities
G2DI33	G2D Investments, Ltd.	0.5%	R$73.2K	Held	▲ 5.3%	BDR