2026 Q1 Portfolio Activity
In 2026 Q1, BRC-Global BAH Investments Ltd. maintained a portfolio of 1 distinct positions. They heavily accumulated shares in STONECO LTD, increasing the position by 32.7%.
Position History
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Total Positions
1
Quarter
2026 Q1
Top Holding
STNE (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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Showing 1-1 of 1
BRC-Global BAH Investments Ltd. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
STNE
STONECO LTD
|
Technology | 100.00% | 100.00% |
#1
Prev: #1
|
8.5 |
—
|
1,867,018 | 32.7% |
P
S
|
7,580,409 | $107,035,375 |
$12.08
-6.8%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 |
Showing 1-1 of 1 holdings