Vault-13

BRAZIL POTASH CORP GRO

COMMON SHARES · Common Stock · CUSIP 10586A108

34 institutional holders -3 vs Q1 2026
12,700,15912.7m shares reported held*
$25.7mreported value*
11 new 7 added 6 reduced 14 sold out net bought ≈ $6.8m (+3.8m shares)

* 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 ≈ $2.02. Options: 2 managers hold calls ($133.5k notional), 3 hold puts ($1.1m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q4 24: 4Q1 25: 10Q2 25: 11Q3 25: 19Q4 25: 27Q1 26: 37Q2 26: 3434Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20244
Q1 202510
Q2 202511
Q3 202519
Q4 202527
Q1 202637
Q2 202634

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 8 bought or addedQ1 25: 1 cut or sold outQ1 25Q2 25: 6 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 12 bought or addedQ3 25: 5 cut or sold outQ3 25Q4 25: 18 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 29 bought or addedQ1 26: 9 cut or sold outQ1 26Q2 26: 18 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202581
Q2 202562
Q3 2025125
Q4 2025186
Q1 2026299
Q2 20261820

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $133.5kQ2 26 puts: $1.1mQ2 26P/C 8.33
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$133.5k$1.1m8.33

Biggest buyers

AWM Investment Company, Inc. Added +2,771,400+2.8m
Bastion Asset Management Inc. Added +692,933+692.9k
CITADEL ADVISORS LLC New +260,579+260.6k
GFS Advisors, LLC New +224,107+224.1k
Hudson Bay Capital Management LP New +200,000+200.0k
Alyeska Investment Group, L.P. Added +152,359+152.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +143,689+143.7k
Squarepoint Ops LLC New +75,630+75.6k
UBS Group AG Added +61,899+61.9k
XTX Topco Ltd New +47,715+47.7k

Biggest sellers

BANK OF AMERICA CORP /DE/ Sold out -156,277-156.3k
EverSource Wealth Advisors, LLC Sold out -138,839-138.8k
GSA CAPITAL PARTNERS LLP Sold out -115,842-115.8k
Diametric Capital, LP Sold out -93,015-93.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -87,400-87.4k
Walleye Capital LLC Sold out -84,666-84.7k
Point72 Asset Management, L.P. Sold out -64,697-64.7k
TWO SIGMA INVESTMENTS, LP Reduced -46,644-46.6k
AXQ CAPITAL, LP Sold out -45,825-45.8k
Susquehanna Portfolio Strategies, LLC Sold out -31,943-31.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $98.5k45.8k shares
CITADEL ADVISORS LLC New $35.0k16.3k shares

Biggest puts

CITADEL ADVISORS LLC New $543.7k252.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $541.6k251.9k shares
SIMPLEX TRADING, LLC New $27.1k12.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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.

HolderStakeChangeShares Last filed
CD Capital Asset Management Ltd 13G · institution -0.4 pts · filed 2026-04-29 21.1% -0.4 pts 11.4m 2026-04-29
AWM Investment Company, Inc. 13G · institution +2.4 pts · filed 2026-08-14 9.9% +2.4 pts 5.9m≈ $12.6m 2026-08-14
Alyeska Investment Group, L.P. 13G · institution new · filed 2026-02-17 9.9% new 5.3m≈ $11.4m 2026-02-17
BHARTI STALIN 13G · exempt (held before listing) new · filed 2025-02-14 6.8% new 2.6m≈ $5.7m 2025-02-14
SENTIENT GLOBAL RESOURCES FUND III, LP 13D · may seek influence -3.6 pts · filed 2025-11-19
Stated purposeThe disposition of all of the securities of the Issuer held by Reporting Persons Sentient Executive III and GP III. Full filing
6.6% -3.6 pts 3.5m 2025-11-19

Fell to 5% or below in the last year: GOLDMAN SACHS GROUP INC (0.1%, 2026-08-10), Sentient Global Resources Fund IV, L.P. (0.0%, 2025-12-15; now reported by SENTIENT GLOBAL RESOURCES FUND III, LP)

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.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AWM Investment Company, Inc. 0.93% of their portfolio NEW YORK, NY 5,000,0005.0m $10.8m $10.8m 0.93% Added +2.8m +2,771,400
2 Alyeska Investment Group, L.P. 0.02% of their portfolio CHICAGO, IL 3,395,9433.4m $7.3m $7.3m 0.02% Added +152.4k +152,359
3 Bastion Asset Management Inc. 0.59% of their portfolio Montreal, Z4 1,583,9661.6m $1.7m $1.7m 0.59% Added +692.9k +692,933
4 HOLLENCREST CAPITAL MANAGEMENT 0.05% of their portfolio NEWPORT BEACH, CA 378,460378.5k $813.7k $813.7k 0.05% Added +31.0k +31,025
5 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 300,000300.0k $645.0k $645.0k 0.00% Unchanged
6 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 260,579260.6k $560.2k $560.2k 0.00% New
7 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 259,215259.2k $557.3k $557.3k 0.01% Unchanged
8 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 257,300257.3k $553.2k $553.2k 0.00% Reduced -87.4k -87,400
9 GFS Advisors, LLC 0.03% of their portfolio HOUSTON, TX 224,107224.1k $564.1k $564.1k 0.03% New
10 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 200,000200.0k $430.0k $430.0k 0.00% New
11 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 162,840162.8k $350.1k $350.1k 0.00% Reduced -8.9k -8,906
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 143,689143.7k $308.9k $308.9k 0.00% New
13 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 106,745106.7k $229.5k $229.5k 0.00% Reduced -46.6k -46,644
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,68875.7k $162.7k $162.7k 0.00% Added +61.9k +61,899
15 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 75,63075.6k $162.6k $162.6k 0.00% New
16 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 47,71547.7k $102.6k $102.6k 0.00% New
17 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 47,69047.7k $102.5k $102.5k 0.00% New
18 TRUST CO OF TOLEDO NA /OH/ 0.01% of their portfolio HOLLAND, OH 36,90036.9k $79.3k $79.3k 0.01% Unchanged
19 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 24,64124.6k $52.0k $52.0k 0.00% Reduced -21.2k -21,195
20 Centiva Capital, LP 0.00% of their portfolio New York, NY 23,16723.2k $49.8k $49.8k 0.00% Added +3.5k +3,544
21 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 22,40522.4k $48.2k $48.2k 0.00% New
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 20,26320.3k $43.6k $43.6k 0.00% Added +7.8k +7,763
23 Claret Asset Management Corp 0.00% of their portfolio MONTREAL, A8 12,50012.5k $27.0k $27.0k 0.00% Unchanged
24 INTEGRAL INVESTMENT ADVISORS, INC. 0.01% of their portfolio TURLOCK, CA 11,00011.0k $23.6k $23.6k 0.01% Unchanged
25 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7,2387.2k $15.6k $15.6k 0.00% New
26 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 6,7596.8k $14.5k $14.5k 0.00% New
27 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 6,5006.5k $14.0k $14.0k 0.00% Unchanged
28 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 6,3256.3k $13.6k $13.6k 0.00% New
29 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,0001.0k $2.1k $2.1k 0.00% Unchanged
30 Financial Perspectives, Inc 0.00% of their portfolio MINNEAPOLIS, MN 1,0001.0k $2.1k $2.1k 0.00% Unchanged
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 420420 $903 $903 0.00% Reduced -14.8k -14,799
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 343343 $727 $727 0.00% Unchanged
33 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 125125 $269 $269 0.00% Unchanged
34 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 66 $13 $13 0.00% Reduced -94 -94