Titelia

Holdings of VINLAND MACRO MASTER FUNDO DE INVESTIMENTO FINANCEIRO MULTIMERCADO RESPONSABILIDADE LIMITADA

· 75 declared positions · as of Apr 30, 2026

Original filing · Net assets 737.9M R$ · Ten largest lines: 69.6 % of the equity sleeve

Sector breakdown

  • Energy 23.9 %
  • Materials 1.2 %
  • Unattributed 74.8 %

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 99.3 %
  • VG 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1BR74283.2M R$99.30 %
2VG12M R$0.70 %

Positions

RankCompanySharesValueWeight
1Petroleo Brasileiro S.A. (Petrobras) 1,385,25468M R$9.21 %
2Caixa Seguridade Participacoes S/A 1,595,93528.9M R$3.91 %
3Axia Energia SA 419,06626M R$3.52 %
4Cia Brasileira de Aluminio 2,247,15323.8M R$3.23 %
5AXIA ENERGIA 211,55314.5M R$1.97 %
6AXIA ENERGIA 186,41811.2M R$1.51 %
7Neoenergia SA 288,9239.8M R$1.32 %
8Kepler Weber SA 928,4487.2M R$0.98 %
9Cia Paranaense de Energia - Copel 302,1854.8M R$0.65 %
10Priner Servicos Industriais SA 233,0194.4M R$0.59 %
11ITAU UNIBANCO HOLDING SA 87,6963.8M R$0.51 %
12Allos SA 119,6233.7M R$0.50 %
13Telefonica Brasil SA 89,8443.5M R$0.48 %
14Vale SA 43,3883.5M R$0.48 %
15Suzano SA 76,9873.4M R$0.46 %
16Track & Field SA Co 217,9783.3M R$0.45 %
17Odontoprev SA 218,9423.3M R$0.45 %
18Cosan SA 633,3783.2M R$0.43 %
19PRIO SA/Brazil 45,4133M R$0.41 %
20Rede D'Or Sao Luiz SA 77,6423M R$0.40 %
21Multiplan Empreendimentos Imobiliarios SA 83,8172.7M R$0.36 %
22Hypera SA 117,2982.6M R$0.36 %
23TIM SA/Brazil 100,0922.6M R$0.35 %
24Localiza Rent a Car SA 55,9382.6M R$0.35 %
25GPS Participacoes e Empreendimentos SA 159,7222.4M R$0.33 %
26YDUQS Participacoes SA 229,4082.3M R$0.31 %
27Movida Participacoes SA 178,2842.2M R$0.29 %
28Embraer SA 27,6282.1M R$0.29 %
29Banco BTG Pactual SA 34,1692M R$0.27 %
30Aura Minerals Inc 14,4212M R$0.27 %
31EcoRodovias Infraestrutura e Logistica SA 221,0311.9M R$0.26 %
32Alpargatas SA 155,9201.9M R$0.25 %
33Equatorial SA 41,8351.8M R$0.24 %
34Lojas Renner SA 128,8491.8M R$0.24 %
35Motiva Infraestrutura de Mobilidade SA 109,3431.7M R$0.24 %
36Banco Bradesco SA 101,8671.7M R$0.23 %
37Cogna Educacao SA 575,6821.6M R$0.22 %
38NU HOLDINGS DRN 115,9901.4M R$0.19 %
39Cyrela Brazil Realty SA Empreendimentos e Participacoes 56,9671.3M R$0.18 %
40CPFL Energia SA 25,5201.2M R$0.17 %
41Bemobi Mobile Tech SA 44,5351.2M R$0.16 %
42Ambev SA 79,6861.2M R$0.16 %
43Desktop SA 61,1051.1M R$0.15 %
44Companhia Energetica de Minas Gerais - CEMIG 79,170992.8K R$0.13 %
45Klabin SA 48,245843.3K R$0.11 %
46SLC Agricola SA 46,090783.5K R$0.11 %
47SIMPAR SA 62,574689.6K R$0.09 %
48Smartfit Escola de Ginastica e Danca SA 38,287661.2K R$0.09 %
49Iguatemi SA 20,397560.9K R$0.08 %
50GERDAU S.A. 24,411551.9K R$0.07 %
51Cury Construtora e Incorporadora SA 15,864476.9K R$0.06 %
52Cyrela Brazil Realty S.A. Empreendimentos e Participacoes 21,918467.7K R$0.06 %
53Ez Tec Empreendimentos e Participacoes S/A 23,267324.6K R$0.04 %
54Banco BMG SA 54,594292.1K R$0.04 %
55Orizon Valorizacao de Residuos SA 3,464282.3K R$0.04 %
56Vibra Energia SA 8,355278.2K R$0.04 %
57Ultrapar Participacoes SA 9,281277.9K R$0.04 %
58BANCO PINE S.A. 19,328277.7K R$0.04 %
59Eneva SA 10,215276.6K R$0.04 %
60Cia de Saneamento Basico do Estado de Sao Paulo SABESP 8,065267.4K R$0.04 %
61Petroleo Brasileiro SA - Petrobras 4,825264.1K R$0.04 %
62Cia de Saneamento de Minas Gerais Copasa MG 4,786258.6K R$0.04 %
63C&A MODAS SA 21,112239K R$0.03 %
64Itausa SA 13,520188.2K R$0.03 %
65Raizen SA 259,700122.1K R$0.02 %
66Armac Locacao Logistica E Servicos SA 22,944109.4K R$0.01 %
67LOCALIZA RENT A CAR SA 1,94085.6K R$0.01 %
68Banco Bradesco S.A. 2,07240K R$0.01 %
69Vamos Locacao de Caminhoes Maquinas e Equipamentos SA 9,96939.5K R$0.01 %
70Hospital Mater Dei SA 3,20418.4K R$0.00 %
71TIME FOR FUN ON 2,26612.7K R$0.00 %
72Banco ABC Brasil S.A 47411.9K R$0.00 %
73Tres Tentos Agroindustrial S/A 63710.7K R$0.00 %
74Sendas Distribuidora S/A 6545.8K R$0.00 %
75ADVANCED MIC DRN 1218.3 R$