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Portfolio (Quarterly) Guide ↗

Investidor Profissional Gestao de Recursos Ltda.

· CIK 0001953154
13F Portfolio $172M AUM 23 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 10 Added 10 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HCA HCA HEALTHCARE INC Healthcare 6,142.0 $2.4M 1.39% NEW $389.89 +7.2%
2 MKL MARKEL GROUP INC Financial Services 155.0 $303K 0.18% NEW $1953.01 -6.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.0%
Technology 21.4%
Consumer Cyclical 18.9%
Communication Services 14.7%
Industrials 5.4%
Healthcare 1.5%