BRASILAGRO COMPANHIA BRASILE LND
SPONSORED ADR · ADR · CUSIP 10554B104
- SectorConsumer staples
- IndustryAgricultural Production-Crops
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $4.97.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 22 |
| Q4 2022 | 24 |
| Q1 2023 | 19 |
| Q2 2023 | 17 |
| Q3 2023 | 19 |
| Q4 2023 | 22 |
| Q1 2024 | 20 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 11 | 12 |
| Q1 2023 | 5 | 14 |
| Q2 2023 | 7 | 9 |
| Q3 2023 | 11 | 4 |
| Q4 2023 | 10 | 6 |
| Q1 2024 | 6 | 9 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | New | +129.1k |
| JANE STREET GROUP, LLC | Added | +34.7k |
| Glenorchy Capital Ltd | Added | +25.1k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +4.6k |
| BANK OF AMERICA CORP /DE/ | Added | +2.5k |
| CITADEL ADVISORS LLC | Added | +1.3k |
Biggest sellers
| BlackRock Inc. | Reduced | -33.8k |
| QUADRANT CAPITAL GROUP LLC | Reduced | -9.9k |
| MORGAN STANLEY | Reduced | -860 |
| SIGNATUREFD, LLC | Reduced | -795 |
| Lindbrook Capital, LLC | Sold out | -716 |
| US BANCORP \DE\ | Reduced | -714 |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -266 |
| Creekmur Asset Management LLC | Sold out | -266 |
| UBS Group AG | Sold out | -153 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Kopernik Global Investors, LLC 13G · institution +1.3 pts · filed 2026-02-02 | 6.3% |
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| GRACE & WHITE INC /NY 0.53% of their portfolio | 588.6k $2.9m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 157.0k $780.4k | Added +34.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 129.1k $641.7k | New |
| US BANCORP \DE\ 0.00% of their portfolio | 91.3k $453.6k | Reduced -714 |
| Glenorchy Capital Ltd 0.29% of their portfolio | 71.0k $352.7k | Added +25.1k |
| Windmill Hill Asset Management Ltd 0.13% of their portfolio | 70.9k $352.4k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 64.5k $321.0k | Added +4.6k |
| BlackRock Inc. 0.00% of their portfolio | 37.7k $187.2k | Reduced -33.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 35.2k $175.0k | Reduced -266 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 28.5k $141.9k | Added +1.3k |
| FCA CORP /TX 0.04% of their portfolio | 27.4k $136.3k | Unchanged |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 13.5k $67.0k | Reduced -9.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.3k $65.9k | Added +2.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.9k $9.5k | Reduced -860 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.5k $7.4k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 1.5k $7.3k | Reduced -795 |
| Parallel Advisors, LLC 0.00% of their portfolio | 360 $1.8k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 200 $1.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $2 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |