Antipodes Exited Suzano (SUZ) as Pulp Oversupply Threatened Returns
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 1,709,143 | $13,262,950 | +57% | 0.84% |
| 2. | Renaissance Technologies Jim Simons | 678,300 | $5,263,608 | -6% | 0.01% |
| 3. | Citadel Investment Group Ken Griffin | 286,965 | $2,226,848 | -85% | 0% |
| 4. | Lighthouse Investment Partners Sean Mcgould | 264,675 | $2,053,878 | +281% | 0.06% |
| 5. | Fisher Asset Management Ken Fisher | 111,768 | $867,319 | -26% | 0% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,320,000 | $188,723,200 | 8.08% | |
| 2. | 6,780,535 | $52,622,228 | 0% | |
| 3. | 5,510,920 | $42,764,739 | 0.01% | |
| 4. | 5,282,931 | $40,995,544 | 0.01% | |
| 5. | 4,211,039 | $32,677,663 | 0.01% |