Vault-13

COSAN S A CSANY

ADS · ADR · CUSIP 22113B103

Brazilian energy company

68 institutional holders -19 vs Q2 2025
16,116,42916.1m shares reported held*
$74.2mreported value*
11 new 23 added 24 reduced 29 sold out net bought ≈ $977.0k (+212.5k 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 ($483 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.60.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 60Q4 22: 62Q1 23: 67Q2 23: 66Q3 23: 63Q4 23: 72Q1 24: 73Q2 24: 76Q3 24: 82Q4 24: 87Q1 25: 88Q2 25: 87Q3 25: 6868Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202260
Q4 202262
Q1 202367
Q2 202366
Q3 202363
Q4 202372
Q1 202473
Q2 202476
Q3 202482
Q4 202487
Q1 202588
Q2 202587
Q3 202568

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 37 bought or addedQ4 23: 26 cut or sold outQ1 24: 35 bought or addedQ1 24: 37 cut or sold outQ1 24Q2 24: 38 bought or addedQ2 24: 36 cut or sold outQ3 24: 40 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 52 bought or addedQ4 24: 42 cut or sold outQ1 25: 48 bought or addedQ1 25: 49 cut or sold outQ1 25Q2 25: 46 bought or addedQ2 25: 52 cut or sold outQ3 25: 34 bought or addedQ3 25: 53 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233726
Q1 20243537
Q2 20243836
Q3 20244034
Q4 20245242
Q1 20254849
Q2 20254652
Q3 20253453

Biggest buyers

Monaco Asset Management SAM New +1,000,000+1.0m
Itau Unibanco Holding S.A. Added +657,650+657.6k
MORGAN STANLEY Added +583,329+583.3k
MILLENNIUM MANAGEMENT LLC Added +341,973+342.0k
Kapitalo Investimentos Ltda Added +308,340+308.3k
Point72 Asset Management, L.P. Added +195,969+196.0k
Optiver Holding B.V. New +128,097+128.1k
BNP PARIBAS FINANCIAL MARKETS Added +110,186+110.2k
UBS Group AG Added +109,186+109.2k
Sanctuary Advisors, LLC Added +104,119+104.1k

Biggest sellers

ACADIAN ASSET MANAGEMENT LLC Sold out -603,895-603.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -459,800-459.8k
LAZARD ASSET MANAGEMENT LLC Sold out -410,160-410.2k
MOON CAPITAL MANAGEMENT LP Sold out -322,073-322.1k
Cubist Systematic Strategies, LLC Sold out -250,532-250.5k
Trexquant Investment LP Sold out -181,168-181.2k
ROYAL BANK OF CANADA Reduced -177,926-177.9k
BlackRock, Inc. Reduced -160,082-160.1k
GOLDMAN SACHS GROUP INC Reduced -154,879-154.9k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Sold out -151,118-151.1k

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
Queluz Holdings Ltd. 13D · may seek influence -15.3 pts · filed 2025-11-12
Stated purposeItem 4 of the original statement on Schedule 13D is amended and restated to read as follows: The Shares to which this Statement relates were acquired by the Reporting Persons with the purpose of investing in the Issuer's securities. The Shares subscribed for by New Holding as part of the transactions described in Item 3 were acquired with the purpose of investing in the Issuer's securities. Mr. Mello is the chairman of the board of the directors of the Issuer and the controlling shareholder of each of Queluz, AS Investimentos, AS Negocios and Rio das Pedras. Each of the Shares entitles its holder to one vote. Mr. Mello controls 20.7% of the Issuer's issued and outstanding share capital and voting power by virtue of his beneficial ownership and control of 822,312,930 of the Issuer's Share… Full filing
 20.7% -15.3 pts 822.3m 2025-11-12
BlackRock, Inc. 13G · institution new · filed 2025-02-14 6.1% new 114.3m 2025-02-14

Insider purchases and sales in Q3 2025

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 Q3 2025.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 4,234,1824.2m $19.5m $19.5m 0.03% Reduced -459.8k -459,800
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,551,2442.6m $11.7m $11.7m 0.00% Added +109.2k +109,186
3 Aquamarine Financial (Cayman) Ltd 1.06% of their portfolio Grand Cayman, E9 2,241,0532.2m $10.3m $10.3m 1.06% First filing
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,703,1261.7m $7.8m $7.8m 0.00% Added +583.3k +583,329
5 Monaco Asset Management SAM 1.71% of their portfolio Monaco, O9 1,000,0001.0m $4.6m $4.6m 1.71% New
6 Itau Unibanco Holding S.A. 0.10% of their portfolio SAO PAULO, D5 658,046658.0k $3.0m $3.0m 0.10% Added +657.6k +657,650
7 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 487,514487.5k $2.2m $2.2m 0.00% Added +342.0k +341,973
8 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 456,969457.0k $2.1m $2.1m 0.00% Added +196.0k +195,969
9 Kapitalo Investimentos Ltda 0.36% of their portfolio SAO PAULO, D5 418,432418.4k $1.9m $1.9m 0.36% Added +308.3k +308,340
10 Naman Capital Ltda 0.35% of their portfolio Sao Paulo, D5 271,941271.9k $1.3m $1.3m 0.35% Unchanged
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 215,722215.7k $992.3k $992.3k 0.00% Reduced -160.1k -160,082
12 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 209,468209.5k $1.0m $1.0m 0.00% Added +104.1k +104,119
13 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 186,361186.4k $857.3k $857.3k 0.00% Added +90.4k +90,369
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 178,472178.5k $821.0k $821.0k 0.00% Reduced -177.9k -177,926
15 Optiver Holding B.V. 0.01% of their portfolio AMSTERDAM, P7 128,097128.1k $589.2k $589.2k 0.01% New
16 BAROMETER CAPITAL MANAGEMENT INC. 0.13% of their portfolio TORONTO, A6 121,700121.7k $559.8k $559.8k 0.13% Added +53.2k +53,200
17 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 116,348116.3k $535.2k $535.2k 0.00% Added +110.2k +110,186
18 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 110,475110.5k $508.2k $508.2k 0.00% Added +76.0k +75,998
19 INSIGNEO ADVISORY SERVICES, LLC 0.03% of their portfolio MIAMI, FL 95,00095.0k $437.0k $437.0k 0.03% New
20 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 76,30976.3k $351.0k $351.0k 0.00% Added +11.6k +11,570
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 57,94457.9k $266.5k $266.5k 0.00% Reduced -154.9k -154,879
22 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 46,10046.1k $212.1k $212.1k 0.00% Added +644 +644
23 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 41,67141.7k $191.7k $191.7k 0.01% New
24 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 39,01139.0k $179.5k $179.5k 0.00% Reduced -90.0k -89,972
25 Virtus Investment Advisers, LLC 0.05% of their portfolio HARTFORD, CT 37,13137.1k $170.8k $170.8k 0.05% Added +4.6k +4,639
26 PharVision Advisers, LLC 0.09% of their portfolio BOCA RATON, FL 34,15134.2k $157.1k $157.1k 0.09% New
27 Mariner, LLC 0.00% of their portfolio Overland Park, KS 33,49533.5k $154.1k $154.1k 0.00% Reduced -46.8k -46,769
28 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 27,41627.4k $126.1k $126.1k 0.00% Added +5.9k +5,856
29 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 26,26826.3k $120.8k $120.8k 0.00% Reduced -2.1k -2,079
30 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 25,87625.9k $119.0k $119.0k 0.00% Reduced -108.1k -108,072
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,60423.6k $108.6k $108.6k 0.00% Reduced -22.3k -22,311
32 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 23,34623.3k $107.4k $107.4k 0.00% Reduced -5.1k -5,125
33 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 23,09323.1k $106.2k $106.2k 0.00% Added +6.1k +6,081
34 DGS Capital Management, LLC 0.02% of their portfolio JERSEY CITY, NJ 22,08322.1k $101.6k $101.6k 0.02% New
35 Graham Capital Management, L.P. 0.00% of their portfolio ROWAYTON, CT 18,47818.5k $85.0k $85.0k 0.00% Reduced -70.4k -70,388
36 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 15,27715.3k $70.3k $70.3k 0.00% Added +1.2k +1,184
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,17515.2k $70.6k $70.6k 0.00% Added +14.4k +14,384
38 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 14,69214.7k $67.6k $67.6k 0.00% Reduced -2.0k -1,986
39 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 14,62414.6k $67.3k $67.3k 0.00% New
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,63513.6k $62.7k $62.7k 0.00% Reduced -19.7k -19,732
41 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 12,34012.3k $56.8k $56.8k 0.00% Reduced -9.5k -9,523
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,92311.9k $54.8k $54.8k 0.00% Added +11.9k +11,922
43 Ballentine Partners, LLC 0.00% of their portfolio Waltham, MA 11,54011.5k $53.1k $53.1k 0.00% Reduced -1.1k -1,059
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,01411.0k $50.7k $50.7k 0.00% Reduced -35.8k -35,809
45 VPR Management LLC 0.02% of their portfolio HOUSTON, TX 10,92010.9k $50.2k $50.2k 0.02% Reduced -8.2k -8,160
46 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 10,49810.5k $48.3k $48.3k 0.00% Added +384 +384
47 FMR LLC 0.00% of their portfolio BOSTON, MA 8,7618.8k $40.3k $40.3k 0.00% Reduced -3.6k -3,593
48 QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio CINCINNATI, OH 5,5885.6k $25.7k $25.7k 0.00% New
49 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 4,6724.7k $21.5k $21.5k 0.00% Reduced -100 -100
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,7893.8k $17.4k $17.4k 0.00% Added +119 +119
51 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,7732.8k $12.8k $12.8k 0.00% Reduced -202 -202
52 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,7131.7k $7.9k $7.9k 0.00% Reduced -2.1k -2,127
53 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6031.6k $7.4k $7.4k 0.00% Added +421 +421
54 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 1,2881.3k $5.9k $5.9k 0.00% Added +1.1k +1,123
55 Perritt Capital Management Inc 0.00% of their portfolio Chicago, IL 970970 $4.5k $4.5k 0.00% Unchanged
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 686686 $3.2k $3.2k 0.00% Unchanged
57 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 609609 $2.8k $2.8k 0.00% Unchanged
58 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 474474 $2.2k $2.2k 0.00% New
59 Groupe la Francaise 0.00% of their portfolio PARIS, I0 388388 $1.5k $1.5k 0.00% New
60 CWM, LLC 0.00% of their portfolio OMAHA, NE 308308 $1.0k $1.0k 0.00% Unchanged
61 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 280280 $1.3k $1.3k 0.00% Reduced -2.1k -2,085
62 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 200200 $920 $920 0.00% Unchanged
63 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 156156 $718 $718 0.00% Unchanged
64 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 129129 $593 $593 0.00% Unchanged
65 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 115115 $529 $529 0.00% Reduced -154 -154
66 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 105105 $483 $483 0.00% Unchanged
67 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 100100 $463 $463 0.00% New
68 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6363 $290 $290 0.00% Reduced -2 -2