Arkolith/Funds/BNDES Participacoes S.A.

BNDES Participacoes S.A.

CIK 1715696
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·One quarter behind·13F-HR
Inactive

BNDES Participacoes S.A. holds a concentrated book of 1 reported position worth $3.6B as of Q1 2026 (disclosed May 12, 2026, a ~42-day 13F lag). Their largest long position is JBS NV-A at 100% of the reported non-option book.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Consumer Staples
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

1 positions
#SecurityValueShares% PortLast moveHistory
1JBS N.V.
Common Stock
$3.6B199.31M
100.0%
Held
Showing all 1 positions
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Filing history

As-of date vs the date the SEC received each filing

$3.6B · Q1 2026Q4 2025 · $2.9BQ1 2026 · $3.6B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026May 12, 202642d1$3.6B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d1$2.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.