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 ≈ $4.23.
Trends to Q1 2026
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 |
| Q3 2024 | 19 |
| Q4 2024 | 28 |
| Q1 2025 | 23 |
| Q2 2025 | 27 |
| Q3 2025 | 25 |
| Q4 2025 | 24 |
| Q1 2026 | 31 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 10 | 4 |
| Q3 2024 | 7 | 7 |
| Q4 2024 | 17 | 7 |
| Q1 2025 | 6 | 16 |
| Q2 2025 | 13 | 10 |
| Q3 2025 | 5 | 14 |
| Q4 2025 | 9 | 11 |
| Q1 2026 | 16 | 10 |
Biggest buyers
| RENAISSANCE TECHNOLOGIES LLC | Added | +119.7k |
| XTX Topco Ltd | New | +31.0k |
| Corecam Pte. Ltd. | New | +24.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) | New | +21.6k |
| JANE STREET GROUP, LLC | New | +18.9k |
| BlackRock, Inc. | Added | +18.4k |
| Oakum Bay Capital LLC | New | +16.4k |
| SmartHarvest Portfolios, LLC | Added | +2.7k |
| UBS Group AG | Added | +1.1k |
| MORGAN STANLEY | Added | +440 |
Biggest sellers
| Banco BTG Pactual S.A. | Sold out | -74.1k |
| SBI Securities Co., Ltd. | Reduced | -13.8k |
| CITADEL ADVISORS LLC | Reduced | -6.1k |
| EverSource Wealth Advisors, LLC | Reduced | -1.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -1.4k |
| Evelyn Partners Investment Management LLP | Reduced | -915 |
| OSAIC HOLDINGS, INC. | Reduced | -516 |
| SIGNATUREFD, LLC | Reduced | -238 |
| BESSEMER GROUP INC | Sold out | -170 |
| WELLS FARGO & COMPANY/MN | Reduced | -1 |
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 2026
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 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| GRACE & WHITE INC /NY 0.56% of their portfolio | 754.7k $3.2m | Unchanged |
| Windmill Hill Asset Management Ltd 0.19% of their portfolio | 141.8k $599.8k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 139.5k $590.1k | Added +119.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 138.0k $583.9k | Added +391 |
| US BANCORP \DE\ 0.00% of their portfolio | 90.7k $383.6k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 33.0k $139.5k | Added +18.4k |
| XTX Topco Ltd 0.00% of their portfolio | 31.0k $131.3k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 30.3k $128.3k | Reduced -1.4k |
| FCA CORP /TX 0.03% of their portfolio | 27.4k $116.0k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 25.0k $105.9k | Reduced -13.8k |
| Corecam Pte. Ltd. 0.04% of their portfolio | 24.0k $101.4k | New |
| UBS Group AG 0.00% of their portfolio | 22.7k $95.9k | Added +1.1k |
| SmartHarvest Portfolios, LLC 0.04% of their portfolio | 21.8k $92.1k | Added +2.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 21.6k $91.2k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 20.5k $86.7k | Reduced -6.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 18.9k $79.8k | New |
| Oakum Bay Capital LLC 0.04% of their portfolio | 16.4k $69.3k | New |
| ERn Financial, LLC 0.01% of their portfolio | 13.0k $55.0k | Unchanged |
| Evelyn Partners Investment Management LLP 0.00% of their portfolio | 9.3k $39.3k | Reduced -915 |
| MORGAN STANLEY 0.00% of their portfolio | 3.8k $15.9k | Added +440 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 2.3k $9.9k | Reduced -1.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.8k $7.5k | Reduced -516 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 524 $2.2k | Reduced -238 |
| MAI Capital Management 0.00% of their portfolio | 469 $2.0k | Added +249 |
| Allworth Financial LP 0.00% of their portfolio | 235 $995 | New |
| Evelyn Partners Investment Management (Europe) Ltd 0.00% of their portfolio | 183 $774 | Unchanged |
| QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio | 154 $652 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 151 $619 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $8 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $1 | Reduced -1 |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 0 $3 | Unchanged |