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 ≈ $3.57.
Trends to Q2 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 |
| Q2 2026 | 28 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 15 | 13 |
Biggest buyers
| RENAISSANCE TECHNOLOGIES LLC | Added | +34.0k |
| CITADEL ADVISORS LLC | Added | +20.4k |
| GRACE & WHITE INC /NY | Added | +18.9k |
| Lido Advisors, LLC | New | +17.0k |
| PATTEN & PATTEN INC/TN | New | +11.4k |
| XTX Topco Ltd | Added | +9.2k |
| SmartHarvest Portfolios, LLC | Added | +6.6k |
| Corecam Pte. Ltd. | Added | +6.6k |
| Integrated Wealth Concepts LLC | New | +2.3k |
| RHUMBLINE ADVISERS | New | +1.3k |
Biggest sellers
| Windmill Hill Asset Management Ltd | Reduced | -70.9k |
| JANE STREET GROUP, LLC | Sold out | -18.9k |
| ERn Financial, LLC | Sold out | -13.0k |
| BlackRock, Inc. | Reduced | -3.2k |
| EverSource Wealth Advisors, LLC | Sold out | -2.3k |
| MORGAN STANLEY | Reduced | -1.6k |
| SBI Securities Co., Ltd. | Reduced | -510 |
| MAI Capital Management | Sold out | -469 |
| NORTHERN TRUST CORP | Reduced | -330 |
| QUADRANT CAPITAL GROUP LLC | Sold out | -154 |
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 since 1 Apr 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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $411.1k | 1 | $7.2k | — |
| Q3 2026 | 0 | — | 1 | $7.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-01 | Lopez Gustavo Javier Director · AGRO3 | Sold | $7.0k2.0k shares |
| 2026-06-30 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $51.8k14.5k shares |
| 2026-06-29 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $51.9k14.5k shares |
| 2026-06-26 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $51.9k14.5k shares |
| 2026-06-25 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $51.0k14.5k shares |
| 2026-06-08 | Lopez Gustavo Javier Director · AGRO3 | Sold | $7.2k2.0k shares |
| 2026-05-22 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $51.3k13.5k shares |
| 2026-05-21 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $51.6k13.5k shares |
| 2026-05-20 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $51.2k13.5k shares |
| 2026-05-19 | Elsztain Alejandro Gustavo Director · American Depositary Receipts (ADR) | Bought | $50.5k13.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| GRACE & WHITE INC /NY 0.44% of their portfolio | 773.6k $2.8m | Added +18.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 173.5k $619.4k | Added +34.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 137.7k $491.6k | Reduced -330 |
| US BANCORP \DE\ 0.00% of their portfolio | 90.7k $323.8k | Unchanged |
| Windmill Hill Asset Management Ltd 0.06% of their portfolio | 70.9k $253.1k | Reduced -70.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 40.9k $146.1k | Added +20.4k |
| XTX Topco Ltd 0.00% of their portfolio | 40.2k $143.7k | Added +9.2k |
| Corecam Pte. Ltd. 0.04% of their portfolio | 30.6k $109.2k | Added +6.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 30.3k $108.3k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 29.8k $106.5k | Reduced -3.2k |
| SmartHarvest Portfolios, LLC 0.03% of their portfolio | 28.4k $101.3k | Added +6.6k |
| FCA CORP /TX 0.02% of their portfolio | 27.4k $97.9k | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 24.5k $87.6k | Reduced -510 |
| UBS Group AG 0.00% of their portfolio | 22.8k $81.5k | Added +152 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 22.6k $80.6k | Added +1.0k |
| Lido Advisors, LLC 0.00% of their portfolio | 17.0k $60.6k | New |
| PATTEN & PATTEN INC/TN 0.00% of their portfolio | 11.4k $40.7k | New |
| Evelyn Partners Group Ltd 0.00% of their portfolio | 8.9k $31.8k | First filing |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 2.3k $8.1k | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.2k $7.7k | Reduced -1.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.1k $7.6k | Added +352 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 1.3k $4.6k | New |
| SIGNATUREFD, LLC 0.00% of their portfolio | 452 $1.6k | Reduced -72 |
| Parallel Advisors, LLC 0.00% of their portfolio | 350 $1.2k | New |
| Allworth Financial LP 0.00% of their portfolio | 170 $607 | Reduced -65 |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 4 $14 | Added +2 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $1 | Unchanged |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 0 $2 | Unchanged |