COSAN S A CSANY
ADS · ADR · CUSIP 22113B103
Brazilian energy company
- SectorConsumer discretionary
- IndustryRetail-Auto Dealers & Gasoline Stations
- HeadquartersSão Paulo, Brazil
- Founded1936
- Websitecosan.com.br
- 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 ≈ $2.88.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 60 |
| Q4 2022 | 62 |
| Q1 2023 | 67 |
| Q2 2023 | 66 |
| Q3 2023 | 63 |
| Q4 2023 | 72 |
| Q1 2024 | 73 |
| Q2 2024 | 76 |
| Q3 2024 | 82 |
| Q4 2024 | 87 |
| Q1 2025 | 88 |
| Q2 2025 | 87 |
| Q3 2025 | 68 |
| Q4 2025 | 77 |
| Q1 2026 | 74 |
| Q2 2026 | 63 |
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 | 40 | 34 |
| Q4 2024 | 52 | 42 |
| Q1 2025 | 48 | 49 |
| Q2 2025 | 46 | 52 |
| Q3 2025 | 34 | 53 |
| Q4 2025 | 38 | 44 |
| Q1 2026 | 41 | 40 |
| Q2 2026 | 30 | 47 |
Biggest buyers
| UBS Group AG | Added | +2.2m |
| Monaco Asset Management SAM | Added | +330.6k |
| TUDOR INVESTMENT CORP ET AL | New | +100.0k |
| HRT FINANCIAL LP | Added | +94.8k |
| Capital Asset Advisory Services LLC | New | +72.3k |
| Optiver Holding B.V. | New | +57.4k |
| FMR LLC | Added | +52.2k |
| Privium Fund Management B.V. | New | +52.0k |
| AXXCESS WEALTH MANAGEMENT, LLC | New | +50.2k |
| BAROMETER CAPITAL MANAGEMENT INC. | Added | +42.4k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -1.7m |
| MORGAN STANLEY | Reduced | -1.1m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.0m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -388.1k |
| D. E. Shaw & Co., Inc. | Sold out | -216.5k |
| Massar Capital Management, LP | Reduced | -215.1k |
| Patriot Financial Group Insurance Agency, LLC | Sold out | -176.7k |
| MATAURO, LLC | Sold out | -166.2k |
| CITADEL ADVISORS LLC | Reduced | -120.2k |
| SG Americas Securities, LLC | Reduced | -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.
| Holder | Stake |
|---|---|
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% |
| BlackRock, Inc. 13G · institution new · filed 2025-02-14 | 6.1% |
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 | 2 | $24.5m | 2 | $869.8k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-26 | Cordes Burkhard Otto Director · DGF UBER ALLES FIM CP IE | Bought | $298.2k70.0k shares |
| 2026-05-22 | Mello Rubens Ometto Silveira Director · Rio das Pedras Acoes | Sold | $267.1k77.6k shares |
| 2026-05-19 | Martins Marcelo Eduardo Chief Executive Officer, director | Bought | $12.5m2.4m shares |
| 2026-05-18 | Cordes Burkhard Otto Director · DGF UBER ALLES FIM CP IE | Bought | $397.8k89.0k shares |
| 2026-04-17 | Drummond Maria Rita de Carvalho Chief Legal Officer | Sold | $205.0k37.4k shares |
| 2026-04-16 | Drummond Maria Rita de Carvalho Chief Legal Officer | Sold | $198.4k36.2k shares |
| 2026-04-15 | Drummond Maria Rita de Carvalho Chief Legal Officer | Sold | $199.4k35.8k shares |
| 2026-04-10 | Martins Marcelo Eduardo Chief Executive Officer, director | Bought | $11.3m1.6m 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 |
|---|---|---|
| Monaco Asset Management SAM 3.92% of their portfolio | 3.7m $10.6m | Added +330.6k |
| UBS Group AG 0.00% of their portfolio | 3.0m $8.7m | Added +2.2m |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 2.8m $8.1m | Reduced -1.0m |
| Aquamarine Financial (Cayman) Ltd 0.33% of their portfolio | 2.1m $6.0m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 674.9k $1.9m | Reduced -1.7m |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 514.9k $1.5m | Reduced -81.7k |
| Naman Capital Ltda 0.24% of their portfolio | 271.9k $783.2k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 270.0k $777.5k | Reduced -120.2k |
| BTG Pactual Asset Management US LLC 0.05% of their portfolio | 247.7k $713.3k | Unchanged |
| BAROMETER CAPITAL MANAGEMENT INC. 0.17% of their portfolio | 214.0k $616.3k | Added +42.4k |
| XTX Topco Ltd 0.01% of their portfolio | 211.5k $609.1k | Reduced -25.8k |
| MORGAN STANLEY 0.00% of their portfolio | 206.1k $593.5k | Reduced -1.1m |
| LPL Financial LLC 0.00% of their portfolio | 170.0k $489.7k | Added +161 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 118.5k $341.4k | Reduced -52.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 113.9k $328.2k | Reduced -388.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 110.5k $318.2k | Unchanged |
| HRT FINANCIAL LP 0.00% of their portfolio | 108.9k $313.0k | Added +94.8k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 100.0k $288.0k | New |
| Massar Capital Management, LP 0.08% of their portfolio | 85.1k $245.0k | Reduced -215.1k |
| SG Americas Securities, LLC 0.00% of their portfolio | 76.5k $220.0k | Reduced -120.0k |
| Capital Asset Advisory Services LLC 0.01% of their portfolio | 72.3k $208.4k | New |
| FMR LLC 0.00% of their portfolio | 59.2k $170.6k | Added +52.2k |
| Pekin Hardy Strauss, Inc. 0.01% of their portfolio | 59.0k $169.9k | Reduced -6.0k |
| BlackRock, Inc. 0.00% of their portfolio | 58.1k $167.3k | Reduced -9.8k |
| Optiver Holding B.V. 0.00% of their portfolio | 57.4k $165.3k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 53.5k $153.9k | Added +28.0k |
| Privium Fund Management B.V. 0.03% of their portfolio | 52.0k $149.8k | New |
| AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 50.2k $144.6k | New |
| Alpine Global Management, LLC 0.02% of their portfolio | 50.0k $144.0k | Unchanged |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 47.2k $135.9k | Added +33.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 40.2k $114.6k | Added +3.3k |
| Stelac Advisory Services LLC 0.02% of their portfolio | 38.0k $109.5k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 29.0k $83.6k | Reduced -7.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 28.8k $82.1k | Added +24.3k |
| Mariner, LLC 0.00% of their portfolio | 24.1k $69.5k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 18.3k $52.7k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 16.5k $47.5k | Reduced -5.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 14.9k $42.9k | New |
| R Squared Ltd 0.02% of their portfolio | 14.2k $40.9k | New |
| Creative Planning 0.00% of their portfolio | 12.5k $35.9k | New |
| Sollinda Capital Management LLC 0.01% of their portfolio | 10.9k $31.4k | Reduced -2.5k |
| NLB Skladi, upravljanje premozenja, d.o.o. 0.00% of their portfolio | 10.6k $30.5k | Unchanged |
| Aquatic Capital Management LLC 0.00% of their portfolio | 10.4k $30.0k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 10.0k $28.8k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 7.3k $21.0k | Added +4.6k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.9k $14.2k | Reduced -647 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 3.8k $11.0k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 2.8k $8.0k | Added +948 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1.3k $3.7k | Added +289 |
| Key Capital Management, INC 0.00% of their portfolio | 1.0k $2.9k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 686 $2.0k | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 609 $1.8k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 523 $1.5k | Reduced -65 |
| Parallel Advisors, LLC 0.00% of their portfolio | 486 $1.4k | Added +256 |
| SPX Gestao de Recursos Ltda 0.00% of their portfolio | 425 $1.2k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 403 $1.2k | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 338 $973 | Reduced -3.8k |
| ASSETMARK, INC 0.00% of their portfolio | 310 $893 | New |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 200 $576 | Unchanged |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 196 $559 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 155 $446 | Reduced -222 |
| Atlantic Union Bankshares Corp 0.00% of their portfolio | 51 $147 | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 25 $72 | Reduced -2.6k |