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 ≈ $4.60.
Trends to Q2 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 |
| Q2 2024 | 17 |
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 |
| Q2 2024 | 10 | 4 |
Biggest buyers
| BlackRock Inc. | Added | +28.4k |
| MORGAN STANLEY | Added | +24.6k |
| Glenorchy Capital Ltd | Added | +24.5k |
| CITADEL ADVISORS LLC | Added | +19.4k |
| QUADRANT CAPITAL GROUP LLC | Added | +14.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +8.2k |
| SIGNATUREFD, LLC | Added | +1.7k |
| BANK OF AMERICA CORP /DE/ | Added | +1.2k |
| OSAIC HOLDINGS, INC. | Added | +590 |
| JANE STREET GROUP, LLC | Added | +48 |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Sold out | -129.1k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -2.2k |
| Parallel Advisors, LLC | Sold out | -360 |
| ROYAL BANK OF CANADA | Sold out | -200 |
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 Q2 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 Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| GRACE & WHITE INC /NY 0.51% of their portfolio | 588.6k $2.7m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 157.1k $722.6k | Added +48 |
| Glenorchy Capital Ltd 0.32% of their portfolio | 95.4k $438.9k | Added +24.5k |
| US BANCORP \DE\ 0.00% of their portfolio | 91.3k $419.9k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 72.7k $334.6k | Added +8.2k |
| Windmill Hill Asset Management Ltd 0.14% of their portfolio | 70.9k $326.1k | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 66.1k $304.0k | Added +28.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 47.9k $220.3k | Added +19.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 33.0k $152.0k | Reduced -2.2k |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 27.9k $128.2k | Added +14.4k |
| FCA CORP /TX 0.04% of their portfolio | 27.4k $126.2k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 26.5k $121.8k | Added +24.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 14.5k $66.6k | Added +1.2k |
| SIGNATUREFD, LLC 0.00% of their portfolio | 3.2k $14.6k | Added +1.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.1k $9.6k | Added +590 |
| 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 |