Home / Leaderboard / Costellis International Limited
Costellis International Limited
Rubens Menin Teixeira de Souza · Family Office · Value
Costellis International Limited is a British Virgin Islands-based investment holding company and strategic vehicle for the Menin family, prominent Brazilian entrepreneurs. The firm is primarily known for holding the family's controlling interest in Inter & Co (NASDAQ: INTR), a leading digital bank and financial services platform. Costellis was established to manage the international expansion and governance structure of the family's digital assets, utilizing super-voting share classes to maintain long-term strategic oversight. The entity is closely linked to the family's broader business empire, which includes significant holdings in real estate, media, and infrastructure through various vehicles such as Conedi Participações.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -39.7% |
| YTD return | -35.7% |
| Sharpe ratio | -2.70 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.conedi.com.br |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| INTR | Inter & Co. Inc. Class A Common Shares | 100.0% | -39.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | INTR | 0.0% → 100.0% |
Investment Style Analysis
Costellis International Limited is widely recognized for employing a Value strategy. As of Sep 16, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Costellis International Limited made a significant move by increasing exposure to INTR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is defined by long-term strategic ownership and a focus on the digital transformation of the financial services industry. It emphasizes maintaining controlling positions in high-growth companies that integrate banking, investment, and e-commerce into unified digital ecosystems. The family leverages its decades of experience in the Brazilian financial and real estate sectors to provide stable governance and support technological innovation within its portfolio. This approach aims to build scalable, customer-centric platforms capable of disrupting traditional banking models on a global scale.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Costellis International Limited.
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +21.7%
- Systematic Financial Management LP — Kenneth Burgess · 3M -18.6%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -14.2%
- Reinhart Partners, LLC — James Reinhart · 3M -5.5%
Frequently asked questions
How is the simulated portfolio for Costellis International Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Costellis International Limited's largest holding?
As of the latest filing, Costellis International Limited's top position is Inter & Co. Inc. Class A Common Shares (INTR), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Costellis International Limited's historical performance and risk profile?
Our simulation indicates a total return of -39.7%. Notably, the portfolio maintains a Sharpe Ratio of -2.70, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Costellis International Limited primarily invest in?
Costellis International Limited has a strong preference for the Banks - Regional sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Costellis International Limited's portfolio concentrated or diversified?
Costellis International Limited runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Costellis International Limited performed in 2026?
Our AI-simulated model portfolio for Costellis International Limited tracks a Year-to-Date (YTD) return of -35.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Rubens Menin Teixeira de Souza manage Costellis International Limited directly?
Yes, Rubens Menin Teixeira de Souza serves as the key portfolio manager for Costellis International Limited, overseeing the investment strategy and final capital allocation decisions.