SENDAS DISTRIBUIDORA S A ASAIY
SPON ADS · ADR · CUSIP 81689T104
- SectorConsumer staples
- IndustryRetail-Grocery Stores
- 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 ≈ $8.42.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 62 |
| Q4 2022 | 71 |
| Q1 2023 | 83 |
| Q2 2023 | 80 |
| Q3 2023 | 84 |
| Q4 2023 | 86 |
| Q1 2024 | 91 |
| Q2 2024 | 79 |
| Q3 2024 | 75 |
| Q4 2024 | 79 |
| Q1 2025 | 10 |
| Q2 2025 | 5 |
| Q3 2025 | 6 |
| Q4 2025 | 6 |
| Q1 2026 | 5 |
| Q2 2026 | 3 |
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 | 37 | 38 |
| Q4 2024 | 45 | 43 |
| Q1 2025 | 4 | 71 |
| Q2 2025 | 2 | 8 |
| Q3 2025 | 2 | 3 |
| Q4 2025 | 0 | 4 |
| Q1 2026 | 2 | 4 |
| Q2 2026 | 1 | 3 |
Biggest buyers
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Added | +1.8k |
Biggest sellers
| PNC Financial Services Group, Inc. | Sold out | -1.2k |
| LANARK FINANCIAL, INC. | Sold out | -53 |
| RHUMBLINE ADVISERS | Reduced | -20 |
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 |
|---|---|
| ORBIS INVESTMENT MANAGEMENT LTD 13G · institution filed 2025-02-14 | 11.6% |
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
| Manager | Shares | Change |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 15.4k $129.4k | Added +1.8k |
| GAMMA Investing LLC 0.00% of their portfolio | 8.5k $71.2k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 164 $1.4k | Reduced -20 |