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.
Suzano S.a. (SUZ)
Market is closed
Sector: Paper Mills
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 886,100 | $7,593,877 | +31% | 0.01% |
| 2. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 377,151 | $3,232,184 | -78% | 0.37% |
| 3. | Fisher Asset Management Ken Fisher | 133,449 | $1,143,657 | +20% | 0% |
| 4. | Antipodes Partners Jacob Mitchell | 37,286 | $319,541 | -47% | 0.01% |
| 5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 0 | $0 | 0% |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,200,640 | $27,429,485 | 0.01% | |
| 2. | 2,805,190 | $24,040,479 | 0% | |
| 3. | 1,715,000 | $14,697,550 | 1.42% | |
| 4. | 696,237 | $5,966,751 | 0% | |
| 5. | 647,713 | $5,463,459 | 0.87% |
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