Wealth High Governance Capital

WEALTH HIGH GOVERNANCE CAPITAL LTDA.

Portfolio as of June 2026compared with May 2026

In stocks

R$143.6M

Stocks

Top 10: 93%

Funds

YTD

▲ 14.6%

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$29.6M
Sells: −R$627.6K
New positions: 0
Exited: 1

Sectors

Utilities48.5%
Consumer Services22.8%
Non-Energy Minerals8.1%
Retail Trade5.2%
Consumer Durables4.8%
Finance4.3%

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
SBSP3	Companhia de Saneamento Basico do Estado de Sao Paulo SABESP	26.6%	R$38.2M	Held	▲ 9.8%	Utilities
CVCB3	CVC Brasil Operadora e Agencia de Viagens SA	21.1%	R$30.2M	AddedR$29.6M	▲ 22.8%	Consumer Services
AXIA3	AXIA Energia SA	17.1%	R$24.5M	Held	▲ 9.0%	Utilities
VALE3	Vale S.A.	8.1%	R$11.7M	Held	▼ 16.0%	Non-Energy Minerals
ASAI3	Sendas Distribuidora SA	5.2%	R$7.4M	Held	▲ 60.0%	Retail Trade
VIVA3	Vivara Participacoes SA	4.8%	R$6.9M	Held	▲ 20.8%	Consumer Durables
AXIA7	AXIA Energia SA	4.4%	R$6.3M	Held	▲ 12.2%	Utilities
EMBJ3	Embraer S.A.	2.3%	R$3.3M	Held	▲ 11.0%	Electronic Technology
MILS3	Mills Locacao Servicos e Logistica S.A.	1.8%	R$2.7M	Held	▲ 4.2%	Finance
RAPT4	Randoncorp S.A.	1.7%	R$2.5M	Held	▲ 83.6%	Producer Manufacturing
RENT3	Localiza Rent A Car SA	1.5%	R$2.1M	Held	▲ 27.3%	Finance
FLRY3	Fleury SA	1.1%	R$1.5M	Held	▲ 83.1%	Health Services
ESPA3	MPM Corporeos SA	1.0%	R$1.5M	Held	▲ 4.8%	Consumer Services
ALOS3	Allos S.A.	1.0%	R$1.4M	Held	▲ 27.2%	Finance
SMFT3	Smartfit Escola de Ginastica e Danca SA	0.7%	R$1.0M	Held	▲ 30.3%	Consumer Services
YDUQ3	YDUQS Participacoes SA	0.6%	R$888.0K	Held	▲ 63.1%	Commercial Services
CSAN3	Cosan S.A.	0.5%	R$740.0K	Held	▲ 42.4%	Utilities
HAPV3	Hapvida Participacoes e Investimentos SA	0.5%	R$680.7K	Held	▼ 6.5%	Health Services
TRAD3	–	0.1%	R$77.9K	Held	–	Other
RENT4	Localiza Rent A Car SA	0.1%	R$77.7K	Held	▲ 28.5%	Finance
AZUL3	Azul S.A.	0.0%	R$69.6	Held	▼ 29.2%	Transportation