Titelia

Holdings of OCCAM RETORNO ABSOLUTO FUNDO DE INVESTIMENTO FINANCEIRO MULTIMERCADO - RESPONSABILIDADE LIMITADA

· 100 declared positions · as of Apr 30, 2026

Original filing · Net assets 530.5M R$ · Ten largest lines: 41.4 % of the equity sleeve

Sector breakdown

  • Energy 2.7 %
  • Materials 1.2 %
  • Unattributed 96.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • BRL 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • BR 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1BR100298.1M R$100.00 %

Positions

RankCompanySharesValueWeight
1Banco BTG Pactual SA 409,55724.3M R$4.58 %
2ITAU UNIBANCO HOLDING SA 464,97718M R$3.40 %
3WEG SA 314,89414.1M R$2.66 %
4Banco do Brasil SA 602,33112.1M R$2.29 %
5Axia Energia SA 7,539,48811.3M R$2.13 %
6Localiza Rent a Car SA 250,8659.6M R$1.80 %
7BB Seguridade Participacoes SA 262,4138.9M R$1.68 %
8Caixa Seguridade Participacoes S/A 468,9878.5M R$1.60 %
9Companhia Energetica de Minas Gerais - CEMIG 668,2918.4M R$1.58 %
10Equatorial SA 195,6158.3M R$1.56 %
11Vibra Energia SA 239,3158M R$1.50 %
12PRIO SA/Brazil 108,8007.2M R$1.36 %
13Cia de Saneamento de Minas Gerais Copasa MG 126,4906.8M R$1.29 %
14Cia Paranaense de Energia - Copel 422,0626.7M R$1.26 %
15Engie Brasil Energia SA 165,1395.8M R$1.10 %
16METALURGICA GERDAU SA 583,9595.8M R$1.09 %
17Klabin SA 327,0985.7M R$1.08 %
18Petroreconcavo S/A 429,9915.6M R$1.05 %
19Magazine Luiza SA 1,246,5125.4M R$1.02 %
20Hapvida Participacoes e Investimentos S/A 421,7144.7M R$0.89 %
21Ambev SA 293,3754.3M R$0.80 %
22Sendas Distribuidora S/A 479,1054.2M R$0.80 %
23Petroleo Brasileiro SA - Petrobras 75,3564.1M R$0.78 %
24Lojas Renner SA 325,3184M R$0.76 %
25Raia Drogasil SA 178,9343.9M R$0.74 %
26Petroleo Brasileiro S.A. (Petrobras) 78,8263.9M R$0.73 %
27Cury Construtora e Incorporadora SA 115,7823.5M R$0.66 %
28Vale SA 42,8583.5M R$0.66 %
29Rumo SA 211,1423.3M R$0.63 %
30AXIA ENERGIA 48,3133.3M R$0.63 %
31Ultrapar Participacoes SA 107,7173.2M R$0.61 %
32Iguatemi SA 109,5873M R$0.57 %
33Cia de Saneamento Basico do Estado de Sao Paulo SABESP 87,7852.9M R$0.55 %
34AXIA ENERGIA 46,8932.8M R$0.53 %
35Transmissora Alianca de Energia Eletrica S/A 61,8702.6M R$0.50 %
36Cia Energetica de Minas Gerais 154,2502.6M R$0.49 %
37SLC Agricola SA 150,0342.6M R$0.48 %
38MBRF Global Foods Co SA 144,8232.5M R$0.48 %
39Cosan SA 1,810,4812.4M R$0.46 %
40B3 SA - Brasil Bolsa Balcao 129,9262.3M R$0.44 %
41IRB-Brasil Resseguros SA 42,1472.3M R$0.43 %
42MRV Engenharia e Participacoes SA 603,6412.2M R$0.42 %
43Cia Siderurgica Nacional SA 336,5542.1M R$0.40 %
44Telefonica Brasil SA 51,8212M R$0.38 %
45TOTVS SA 181,3061.9M R$0.35 %
46Banco Bradesco SA 109,3681.8M R$0.34 %
47Raizen SA 3,824,5081.8M R$0.34 %
48Porto Seguro SA 30,3931.5M R$0.29 %
49Embraer SA 311,8781.5M R$0.28 %
50Isa Energia Brasil sa 47,9921.4M R$0.27 %
51Fleury SA 87,7351.4M R$0.27 %
52Itausa SA 93,0911.3M R$0.24 %
53Suzano SA 636,9781.3M R$0.24 %
54Bradespar SA 54,4751.2M R$0.24 %
55CPFL Energia SA 24,7281.2M R$0.23 %
56Uniao Pet Participacoes SA 1,099,0491.1M R$0.21 %
57Diagnosticos da America SA 300,7271M R$0.19 %
58Allos SA 32,6341M R$0.19 %
59Sao Martinho S/A 61,808999.4K R$0.19 %
60Braskem SA 106,347973.1K R$0.18 %
61Banco Bradesco S.A. 50,036966.7K R$0.18 %
62Vivara Participacoes SA 130,130950.8K R$0.18 %
63CSN Mineracao SA 193,028901.4K R$0.17 %
64Usinas Siderurgicas de Minas Gerais S/A - USIMINAS 148,424897.7K R$0.17 %
65Marcopolo S.A. 133,606865.8K R$0.16 %
66TIM SA/Brazil 33,009850K R$0.16 %
67Banco Santander Brasil SA 26,193760.6K R$0.14 %
68Americanas S.A. 128,330736.6K R$0.14 %
69Ez Tec Empreendimentos e Participacoes S/A 46,741652K R$0.12 %
70Construtora Tenda S/A 635,014628.6K R$0.12 %
71Grupo Casas Bahia SA 218,422585.4K R$0.11 %
72Azzas 2154 SA 37,768574.5K R$0.11 %
73Motiva Infraestrutura de Mobilidade SA 34,997560K R$0.11 %
74Vamos Locacao de Caminhoes Maquinas e Equipamentos SA 141,023558.5K R$0.11 %
75Minerva SA/Brazil 141,524515.5K R$0.10 %
76GERDAU S.A. 22,208502.1K R$0.09 %
77YDUQS Participacoes SA 49,089484K R$0.09 %
78Natura Cosmeticos SA 57,432464K R$0.09 %
79Dexco SA 473,424463.7K R$0.09 %
80Brava Energia 253,237439.4K R$0.08 %
81CVC Brasil Operadora e Agencia de Viagens SA 226,107436.4K R$0.08 %
82Smartfit Escola de Ginastica e Danca SA 214,841402.8K R$0.08 %
83LWSA SA 105,296399.1K R$0.08 %
84C&A MODAS SA 61,047390.4K R$0.07 %
85Rede D'Or Sao Luiz SA 10,140389.1K R$0.07 %
86Eneva SA 14,049380.4K R$0.07 %
87Multiplan Empreendimentos Imobiliarios SA 11,748372.6K R$0.07 %
88Auren Energia SA 22,953318.8K R$0.06 %
89Hypera SA 11,995270.2K R$0.05 %
90Cogna Educacao SA 68,852191.4K R$0.04 %
91LOCALIZA RENT A CAR SA 3,390149.6K R$0.03 %
92Energisa S/A 2,827149.3K R$0.03 %
93Cyrela Brazil Realty SA Empreendimentos e Participacoes 4,986117.1K R$0.02 %
94Cyrela Brazil Realty S.A. Empreendimentos e Participacoes 4,08487.2K R$0.02 %
95Direcional Engenharia SA 6,63085.2K R$0.02 %
96Alpargatas SA 5,72368.8K R$0.01 %
97Qualicorp Consultoria e Corretora de Seguros SA 28,90451.7K R$0.01 %
98Cia Brasileira de Distribuicao 19,60047K R$0.01 %
99KLABIN SA 33,59833.1K R$0.01 %
100INFRACOMM ON NM 4,9394.7K R$0.00 %