SUZ

SUZ

SUZ

Market Cap: $13.51B

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q2 Jul 27, 2022 Azvalor Internacional 5.4% 17.0% ARCH, BAYRY, CA, CEIX, CHK, CIVI, CNQ, DOCO, EBR, GFI, IAG, KGC, MOS, PFC.L, SUZ, VALE concentrated, energy, international, liquidity, Mining, value
2026 Q2 Jul 22, 2026 Antipodes Global Fund - - 3661.TW, 3711.TW, 6525.T, BABA, BKNG, IFX.DE, PFGC, QRVO, SNY, SUZ, SWKS, VAL, WDAY, WDS.AX AI, Energy Infrastructure, Global Equities, Long/Short, Market Concentration, semiconductors, value 3661.TW
PFGC
SWKS
QRVO
BKNG
SUZB3.SA
BABA
VAL
6525.T
3711.TW
IFX.DE

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 25, 2026 Seeking Alpha Seeking Alpha Suzano S.A. Materials Paper & Forest Products Bull New York Stock Exchange Brazil, CapEx, deleveraging, eucalyptus, Free Cash Flow, hardwood pulp, Low-cost producer, market cycle, operational efficiency, valuation

BSD Shareholders of SUZ

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
Cliff Asness AQR Capital Management $190.6B $268,338 0.00% 28,730 +11,115 +63.10% 0.0020%
Dmitry Balyasny Balyasny Asset Management $76.6B $6.8M 0.01% 729,969 +248,827 +51.72% 0.0505%
Israel Englander Millennium Management LLC $233.2B $7.2M 0.00% 776,173 +458,190 +144.09% 0.0537%
Jeremy Grantham GMO LLC $39.1B $1.5M 0.00% 165,423 +165,423 +100.00% 0.0114%
Oliver Murray Brandes Investment $13.1B $2.2M 0.02% 239,957 +30,899 +14.78% 0.0166%
David Siegel & John Overdeck Two Sigma Investments $67.5B $1.8M 0.00% 187,554 -965,067 -83.73% 0.0130%

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