Among active 13F managers last quarter, 11 opened and 8 added, while 12 reduced; the largest holder to move was Renaissance Technologies LLC (−6.2%). Over the last 180 days, 1 insider bought and 2 insiders sold, a net +$23.0M in open-market trades.
Funds lean in and no leg opposes.
63 tracked 13F filers disclose a position in CSAN as of the latest SEC 13F filings, a combined $55.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies LLC | 3.8M | $15.7M | ▼−6.2% Reduced · −252K sh | Q1 2026 | |
| 2 | Marshall Wace, LLP | 2.4M | $9.8M | ▲+173% Added · +1.5M sh | Q1 2026 | |
| 3 | Aquamarine Financial (Cayman) Ltd | 2.1M | $6.0M | —Held | Q2 2026 | |
| 4 | Morgan Stanley | 1.3M | $5.6M | ▲+22% Added · +242K sh | Q1 2026 | |
| 5 | UBS Group AG | 863K | $3.6M | ▼−75% Reduced · −2.6M sh | Q1 2026 | |
| 6 | Jane Street Group, LLC | 597K | $2.5M | ▲+39% Added · +167K sh | Q1 2026 | |
| 7 | Two Sigma Investments, LP | 502K | $2.1M | ▲New +502K sh | Q1 2026 | |
| 8 | Naman Capital Ltda | 272K | $783K | —Held | Q2 2026 | |
| 9 | Citadel Advisors LLC | 270K | $778K | ▼−31% Reduced · −120K sh | Q2 2026 | |
| 10 | BTG Pactual Asset Management US LLC | 248K | $713K | —Held | Q2 2026 | |
| 11 | XTX Topco Ltd | 237K | $978K | ▼−60% Reduced · −351K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | 217K | $892K | ▲New +217K sh | Q1 2026 | |
| 13 | Barometer Capital Management Inc. | 214K | $616K | ▲+25% Added · +42K sh | Q2 2026 | |
| 14 | Millennium Management LLC | 171K | $706K | ▼−40% Reduced · −116K sh | Q1 2026 | |
| 15 | LPL Financial LLC | 170K | $700K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 16 | Vanguard Capital Management LLC | 110K | $318K | —Held | Q2 2026 | |
| 17 | Tudor Investment Corp Et Al | 100K | $288K | ▲New +100K sh | Q2 2026 | |
| 18 | Massar Capital Management, LP | 85K | $245K | ▼−72% Reduced · −215K sh | Q2 2026 | |
| 19 | Capital Asset Advisory Services LLC | 72K | $208K | ▲New +72K sh | Q2 2026 | |
| 20 | FMR LLC | 59K | $171K | ▲+747% Added · +52K sh | Q2 2026 | |
| 21 | Pekin Hardy Strauss, Inc. | 59K | $170K | ▼−9.2% Reduced · −6K sh | Q2 2026 | |
| 22 | BlackRock, Inc. | 58K | $167K | ▼−14% Reduced · −10K sh | Q2 2026 | |
| 23 | Vident Advisory, LLC | 53K | $154K | ▲+110% Added · +28K sh | Q2 2026 | |
| 24 | Privium Fund Management B.V. | 52K | $150K | ▲New +52K sh | Q2 2026 | |
| 25 | Axxcess Wealth Management, LLC | 50K | $145K | ▲New +50K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in CSAN and 8 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 34 funds | $20.8B |
| Alphabet Inc-CL AGOOGL | 34 funds | $10.4B |
| Apple IncAAPL | 33 funds | $16.3B |
| Microsoft CorpMSFT | 33 funds | $13.0B |
| Amazon.com IncAMZN | 33 funds | $12.6B |
| Broadcom IncAVGO | 32 funds | $8.3B |
| Meta Platforms Inc-Class AMETA | 32 funds | $7.2B |
| Micron Technology IncMU | 32 funds | $6.5B |
| Advanced Micro DevicesAMD | 31 funds | $4.2B |
| Palantir Technologies Inc-APLTR | 31 funds | $4.2B |
| Walmart IncWMT | 31 funds | $2.2B |
| JPMorgan Chase & CoJPM | 30 funds | $4.4B |
Ranked by how many of CSAN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSAN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Mello Rubens Ometto Silveira | Director | Sell (S) | 78K | $267K |
| May 19, 2026 | Martins Marcelo Eduardo | Chief Executive Officer, Director | Buy (P) | 2.4M | $12.5M |
| Apr 17, 2026 | Drummond Maria Rita de Carvalho | Chief Legal Officer | Sell (S) | 37K | $205K |
| Apr 16, 2026 | Drummond Maria Rita de Carvalho | Chief Legal Officer | Sell (S) | 36K | $198K |
| Apr 15, 2026 | Drummond Maria Rita de Carvalho | Chief Legal Officer | Sell (S) | 36K | $199K |
| Apr 10, 2026 | Martins Marcelo Eduardo | Chief Executive Officer, Director | Buy (P) | 1.6M | $11.3M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 20 | 18 | – |
Insiders Form 4 open-market | 1 | 2 | +$23.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CSAN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CSAN/capital-change-brief"
Use Arkolith's capital_change_brief for CSAN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CSAN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.