Cosan SA -adr (CSAN) — Who's Buying and Selling (13F, Q2 2026)

CSAN ranks #5562 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

CSAN is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

64 institutions disclose a position in CSAN, but none treat it as a major bet — even Monaco Asset Management SAM, its most concentrated holder, allocates just 0.8% of its own portfolio to it.

Fidelity has added to its CSAN position for two straight quarters, increasing it by $155.6K to reach $170.6K today.

Jim Simons has trimmed its CSAN position for two straight quarters, cutting it by $8.0M while still holding $8.1M.

CSAN is down 2.7% today, and institutions have been net sellers of $4.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CSAN reported a net loss of $10.2B in its latest fiscal year.

• Not yet profitable — net loss of $10.2B in the latest fiscal year
• Revenue declined 8.0% year over year
• Net income declined year over year, from -$8.2B to -$10.2B
• Generated $13.0B in positive operating cash flow
• Current ratio of 2.55x — enough short-term assets to cover short-term liabilities
• Liabilities run 3.36x equity — a highly leveraged balance sheet worth noting