Vault-13

COSAN S A CSANY

ADS · ADR · CUSIP 22113B103

Brazilian energy company

63 institutional holders -11 vs Q1 2026
15,949,34015.9m shares reported held*
$45.9mreported value*
16 new 14 added 20 reduced 27 sold out net sold ≈ $8.1m (-2.8m 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 ≈ $2.88.

Trends to Q2 2026

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: 68Q4 25: 77Q1 26: 74Q2 26: 6363Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q4 202577
Q1 202674
Q2 202663

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 40 bought or addedQ3 24: 34 cut or sold outQ4 24: 52 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 49 cut or sold outQ2 25: 46 bought or addedQ2 25: 52 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 53 cut or sold outQ4 25: 38 bought or addedQ4 25: 44 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 40 cut or sold outQ2 26: 30 bought or addedQ2 26: 47 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244034
Q4 20245242
Q1 20254849
Q2 20254652
Q3 20253453
Q4 20253844
Q1 20264140
Q2 20263047

Biggest buyers

UBS Group AG Added +2,166,940+2.2m
Monaco Asset Management SAM Added +330,631+330.6k
TUDOR INVESTMENT CORP ET AL New +100,000+100.0k
HRT FINANCIAL LP Added +94,751+94.8k
Capital Asset Advisory Services LLC New +72,345+72.3k
Optiver Holding B.V. New +57,403+57.4k
FMR LLC Added +52,250+52.2k
Privium Fund Management B.V. New +52,000+52.0k
AXXCESS WEALTH MANAGEMENT, LLC New +50,220+50.2k
BAROMETER CAPITAL MANAGEMENT INC. Added +42,400+42.4k

Biggest sellers

MARSHALL WACE, LLP Reduced -1,695,953-1.7m
MORGAN STANLEY Reduced -1,141,235-1.1m
RENAISSANCE TECHNOLOGIES LLC Reduced -1,011,287-1.0m
TWO SIGMA INVESTMENTS, LP Reduced -388,112-388.1k
D. E. Shaw & Co., Inc. Sold out -216,527-216.5k
Massar Capital Management, LP Reduced -215,104-215.1k
Patriot Financial Group Insurance Agency, LLC Sold out -176,680-176.7k
MATAURO, LLC Sold out -166,237-166.2k
CITADEL ADVISORS LLC Reduced -120,190-120.2k
SG Americas Securities, LLC Reduced -119,998-120.0k

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 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)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 2 buyingQ2 26: 2 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20262$24.5m2$869.8k—
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-05-26 Cordes Burkhard Otto Director · DGF UBER ALLES FIM CP IE Bought 70,000 $4.26 $298.2k70.0k shares +5%
2026-05-22 Mello Rubens Ometto Silveira Director · Rio das Pedras Acoes Sold 77,640 $3.44 $267.1k77.6k shares -100%
2026-05-19 Martins Marcelo Eduardo Chief Executive Officer, director Bought 2,441,528 $5.14 $12.5m2.4m shares +100%
2026-05-18 Cordes Burkhard Otto Director · DGF UBER ALLES FIM CP IE Bought 89,000 $4.47 $397.8k89.0k shares +7%
2026-04-17 Drummond Maria Rita de Carvalho Chief Legal Officer Sold 37,400 $5.48 $205.0k37.4k shares -2%
2026-04-16 Drummond Maria Rita de Carvalho Chief Legal Officer Sold 36,200 $5.48 $198.4k36.2k shares -2%
2026-04-15 Drummond Maria Rita de Carvalho Chief Legal Officer Sold 35,800 $5.57 $199.4k35.8k shares -2%
2026-04-10 Martins Marcelo Eduardo Chief Executive Officer, director Bought 1,599,086 $7.05 $11.3m1.6m shares +105%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Monaco Asset Management SAM 3.92% of their portfolio Monaco, O9 3,665,4443.7m $10.6m $10.6m 3.92% Added +330.6k +330,631
2 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,030,3783.0m $8.7m $8.7m 0.00% Added +2.2m +2,166,940
3 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 2,799,3822.8m $8.1m $8.1m 0.01% Reduced -1.0m -1,011,287
4 Aquamarine Financial (Cayman) Ltd 0.33% of their portfolio Grand Cayman, E9 2,096,9042.1m $6.0m $6.0m 0.33% Unchanged
5 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 674,857674.9k $1.9m $1.9m 0.00% Reduced -1.7m -1,695,953
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 514,859514.9k $1.5m $1.5m 0.00% Reduced -81.7k -81,706
7 Naman Capital Ltda 0.24% of their portfolio Sao Paulo, D5 271,941271.9k $783.2k $783.2k 0.24% Unchanged
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 269,968270.0k $777.5k $777.5k 0.00% Reduced -120.2k -120,190
9 BTG Pactual Asset Management US LLC 0.05% of their portfolio NEW YORK, NY 247,680247.7k $713.3k $713.3k 0.05% Unchanged
10 BAROMETER CAPITAL MANAGEMENT INC. 0.17% of their portfolio TORONTO, A6 214,000214.0k $616.3k $616.3k 0.17% Added +42.4k +42,400
11 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 211,497211.5k $609.1k $609.1k 0.01% Reduced -25.8k -25,847
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 206,085206.1k $593.5k $593.5k 0.00% Reduced -1.1m -1,141,235
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 170,019170.0k $489.7k $489.7k 0.00% Added +161 +161
14 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 118,525118.5k $341.4k $341.4k 0.00% Reduced -52.9k -52,917
15 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 113,942113.9k $328.2k $328.2k 0.00% Reduced -388.1k -388,112
16 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 110,475110.5k $318.2k $318.2k 0.00% Unchanged
17 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 108,919108.9k $313.0k $313.0k 0.00% Added +94.8k +94,751
18 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 100,000100.0k $288.0k $288.0k 0.00% New
19 Massar Capital Management, LP 0.08% of their portfolio STAMFORD, CT 85,06885.1k $245.0k $245.0k 0.08% Reduced -215.1k -215,104
20 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 76,49376.5k $220.0k $220.0k 0.00% Reduced -120.0k -119,998
21 Capital Asset Advisory Services LLC 0.01% of their portfolio Williamston, MI 72,34572.3k $208.4k $208.4k 0.01% New
22 FMR LLC 0.00% of their portfolio BOSTON, MA 59,24759.2k $170.6k $170.6k 0.00% Added +52.2k +52,250
23 Pekin Hardy Strauss, Inc. 0.01% of their portfolio CHICAGO, IL 59,00059.0k $169.9k $169.9k 0.01% Reduced -6.0k -6,000
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 58,09458.1k $167.3k $167.3k 0.00% Reduced -9.8k -9,768
25 Optiver Holding B.V. 0.00% of their portfolio AMSTERDAM, P7 57,40357.4k $165.3k $165.3k 0.00% New
26 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 53,45453.5k $153.9k $153.9k 0.00% Added +28.0k +27,981
27 Privium Fund Management B.V. 0.03% of their portfolio AMSTERDAM, P7 52,00052.0k $149.8k $149.8k 0.03% New
28 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 50,22050.2k $144.6k $144.6k 0.00% New
29 Alpine Global Management, LLC 0.02% of their portfolio NEW YORK, NY 50,00050.0k $144.0k $144.0k 0.02% Unchanged
30 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 47,18847.2k $135.9k $135.9k 0.00% Added +33.4k +33,434
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,20440.2k $114.6k $114.6k 0.00% Added +3.3k +3,297
32 Stelac Advisory Services LLC 0.02% of their portfolio NEW YORK, NY 38,02238.0k $109.5k $109.5k 0.02% New
33 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 29,03929.0k $83.6k $83.6k 0.00% Reduced -7.9k -7,877
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,79428.8k $82.1k $82.1k 0.00% Added +24.3k +24,263
35 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,11924.1k $69.5k $69.5k 0.00% New
36 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 18,30018.3k $52.7k $52.7k 0.00% Unchanged
37 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 16,49216.5k $47.5k $47.5k 0.00% Reduced -5.6k -5,584
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,90914.9k $42.9k $42.9k 0.00% New
39 R Squared Ltd 0.02% of their portfolio HONG KONG, K3 14,19314.2k $40.9k $40.9k 0.02% New
40 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,47412.5k $35.9k $35.9k 0.00% New
41 Sollinda Capital Management LLC 0.01% of their portfolio HICKORY, NC 10,90010.9k $31.4k $31.4k 0.01% Reduced -2.5k -2,500
42 NLB Skladi, upravljanje premozenja, d.o.o. 0.00% of their portfolio Ljubljana, 2A 10,57910.6k $30.5k $30.5k 0.00% Unchanged
43 Aquatic Capital Management LLC 0.00% of their portfolio CHICAGO, IL 10,41010.4k $30.0k $30.0k 0.00% New
44 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 9,99110.0k $28.8k $28.8k 0.00% New
45 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 7,2817.3k $21.0k $21.0k 0.00% Added +4.6k +4,604
46 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 4,9314.9k $14.2k $14.2k 0.00% Reduced -647 -647
47 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 3,8253.8k $11.0k $11.0k 0.00% Unchanged
48 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,7942.8k $8.0k $8.0k 0.00% Added +948 +948
49 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2891.3k $3.7k $3.7k 0.00% Added +289 +289
50 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 1,0001.0k $2.9k $2.9k 0.00% New
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 686686 $2.0k $2.0k 0.00% Unchanged
52 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 609609 $1.8k $1.8k 0.00% Unchanged
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 523523 $1.5k $1.5k 0.00% Reduced -65 -65
54 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 486486 $1.4k $1.4k 0.00% Added +256 +256
55 SPX Gestao de Recursos Ltda 0.00% of their portfolio RIO DE JANEIRO, D5 425425 $1.2k $1.2k 0.00% New
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 403403 $1.2k $1.2k 0.00% Unchanged
57 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 338338 $973 $973 0.00% Reduced -3.8k -3,760
58 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 310310 $893 $893 0.00% New
59 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 200200 $576 $576 0.00% Unchanged
60 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 196196 $559 $559 0.00% Unchanged
61 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 155155 $446 $446 0.00% Reduced -222 -222
62 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 5151 $147 $147 0.00% New
63 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2525 $72 $72 0.00% Reduced -2.6k -2,626