Embraer Sa-spon Adr (EMBJ) — Smart Money Tracker (13F, Q2 2026)

EMBJ ranks #1745 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EMBJ is a top-conviction position for Aubrey Capital Management Ltd — at 9.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EMBJ belongs to Brandes Investment Partners, LP, but the position matters far more to Aubrey Capital Management Ltd, who has 9.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

JPMorgan has added to its EMBJ position for two straight quarters, increasing it by $133.7M to reach $362.8M today.

GQG Partners LLC has trimmed its EMBJ position for two straight quarters, cutting it by $311.8M while still holding $203.4M.

EMBJ is up 0.7% today, and institutions have been net buyers of $36.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

EMBJ closed its latest fiscal year with net income of $351.9M.

• Profitable — net income of $351.9M in the latest fiscal year
• Revenue grew 18.5% year over year
• Net income declined year over year, from $352.5M to $351.9M
• Generated $870.0M in positive operating cash flow
• Liabilities run 2.39x equity — a highly leveraged balance sheet worth noting