CSANYOTCRetail-Auto Dealers & Gasoline StationsFiscal year ends December 31
Cosan S.A.
Financials through fiscal 2024, year ended Dec 31, 2024Last filing: 20-F on Apr 10, 2026
$3.98+0.03 (+0.71%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
0.4%
16M of 3.97B shares
Institutional holders
63
16 new, 27 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
6 buys · 4 sales
Net bought $23.65M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Rubens Ometto Silveira Mello | 822,312,930 | 20.70% | 13D (active) amendment | Nov 10, 2025 |
| BlackRock, Inc. | 114,321,244 | 6.10% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CSANY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Monaco Asset Management SAM | 3,665,444 | 0.09% | $10.56M | +330,631 | 0.84% |
| UBS Group AG | 3,030,378 | 0.08% | $8.73M | +2,166,940 | 0.00% |
| Renaissance Technologies LLC | 2,799,382 | 0.07% | $8.06M | −1,011,287 | 0.01% |
| Aquamarine Financial (Cayman) Ltd | 2,096,904 | 0.05% | $6.04M | – | 0.33% |
| Marshall Wace, Llp | 674,857 | 0.02% | $1.94M | −1,695,953 | 0.00% |
| Jane Street Group, LLC | 514,859 | 0.01% | $1.48M | −81,706 | 0.00% |
| Bizma Investimentos Ltda | 271,941 | 0.01% | $783.19K | – | 0.24% |
| Citadel Advisors LLC | 269,968 | 0.01% | $777.51K | −120,190 | 0.00% |
| BTG Pactual Asset Management US LLC | 247,680 | 0.01% | $713.32K | – | 0.04% |
| Barometer Capital Management Inc. | 214,000 | 0.01% | $616.32K | +42,400 | 0.17% |
| XTX Topco Ltd | 211,497 | 0.01% | $609.11K | −25,847 | 0.01% |
| Morgan Stanley | 206,085 | 0.01% | $593.53K | −1,141,235 | 0.00% |
| LPL Financial LLC | 170,019 | 0.00% | $489.66K | +161 | 0.00% |
| Millennium Management LLC | 118,525 | 0.00% | $341.35K | −52,917 | 0.00% |
| Two Sigma Investments, LP | 113,942 | 0.00% | $328.15K | −388,112 | 0.00% |
| Vanguard Capital Management LLC | 110,475 | 0.00% | $318.17K | – | 0.00% |
| Hrt Financial LP | 108,919 | 0.00% | $313 | +94,751 | 0.00% |
| Tudor Investment Corp Et Al | 100,000 | 0.00% | $288.00K | New | 0.00% |
| Massar Capital Management, LP | 85,068 | 0.00% | $245.00K | −215,104 | 0.02% |
| SG Americas Securities, LLC | 76,493 | 0.00% | $220 | −119,998 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 63 | 16M | 0.4% | 16 / 14 | 20 / 27 | 3M | 6M |
| Q1 2026 | 74 | 19M | 0.5% | 17 / 25 | 21 / 19 | 4M | 6M |
| Q4 2025 | 77 | 20M | 0.5% | 27 / 14 | 26 / 18 | 8M | 4M |
| Q3 2025 | 68 | 16M | 0.4% | 12 / 23 | 24 / 30 | 6M | 4M |
| Q2 2025 | 86 | 14M | 0.3% | 23 / 24 | 29 / 23 | 4M | 5M |
| Q1 2025 | 87 | 15M | 0.4% | 24 / 26 | 28 / 22 | 2M | 4M |
| Q4 2024 | 86 | 17M | 0.4% | 26 / 29 | 23 / 19 | 5M | 3M |
| Q3 2024 | 81 | 15M | 0.4% | 16 / 26 | 26 / 8 | 4M | 1M |
| Q2 2024 | 75 | 13M | 0.3% | 13 / 26 | 27 / 9 | 3M | 5M |
| Q1 2024 | 72 | 15M | 0.4% | 11 / 24 | 27 / 10 | 3M | 1M |
| Q4 2023 | 71 | 14M | 0.3% | 15 / 24 | 20 / 6 | 2M | 1M |
| Q3 2023 | 62 | 12M | 0.3% | 6 / 22 | 16 / 9 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CSANY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total World Stock Index Fund | 312,444 | 0.01% | $1.01M | 0.00% | Jul 31, 2026 |
| National Security Emerging Markets Index ETF | 14,260 | 0.00% | $42.78K | 0.10% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Marcelo Eduardo Martins | Chief Executive Officer, Director | 2,074,530 | 0.05% | Aug 12, 2026 |
| de Barros Sobrinho Jose Cezario Menezes | Chief Finance Officer | 438,932 | 0.01% | Sep 10, 2026 |
| Burkhard Otto Cordes | Director | 2,356,610 | 0.06% | Sep 15, 2026 |
| Rubens Ometto Silveira Mello | Director | 822,235,290 | 20.73% | May 26, 2026 |
| Andre Santos Esteves | Director | – | – | Apr 13, 2026 |
| Renato Antonio Secondo Mazzola | Director | – | – | Mar 25, 2026 |
| Whitaker Carneiro Ralph Gustavo Rosenberg | Director | 4,251,582 | 0.11% | Mar 18, 2026 |
| Simon Flavia Cruz | Director | – | – | Mar 18, 2026 |
| Soares Luis Claudio Rapparini | Director | – | – | Mar 18, 2026 |
| Rafael Bergman | – | 0 | – | Sep 15, 2026 |
| Maria Rita de Carvalho Drummond | – | 0 | – | Sep 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rafael Bergman – | Sep 11, 2026 | Other | −55,242 | $3.90 | $215.44K | 0 |
| Rafael Bergman – | Sep 11, 2026 | Other | +55,242 | $3.90 | $215.44K | 272,714 |
| Maria Rita de Carvalho Drummond – | Sep 11, 2026 | Other | −150,496 | $3.90 | $586.93K | 0 |
| Maria Rita de Carvalho Drummond – | Sep 11, 2026 | Other | +150,496 | $3.90 | $586.93K | 2,516,572 |
| Maria Rita de Carvalho Drummond Chief Legal Officer | Aug 10, 2026 | Other | −103,765 | $3.99 | $414.02K | 304,490 |
| Maria Rita de Carvalho Drummond Chief Legal Officer | Aug 10, 2026 | Other | +103,765 | $3.99 | $414.02K | 2,407,459 |
| Marcelo Eduardo Martins Chief Executive Officer, Director | Aug 10, 2026 | Other | −276,475 | $3.99 | $1.10M | 2,074,530 |
| Marcelo Eduardo Martins Chief Executive Officer, Director | Aug 10, 2026 | Other | +276,475 | $3.99 | $1.10M | 5,090,732 |
| Burkhard Otto Cordes Director | May 26, 2026 | Buy | +50,000 | $4.26 | $213.00K | 1,499,000 |
| Burkhard Otto Cordes Director | May 26, 2026 | Buy | +10,000 | $4.27 | $42.70K | 1,449,000 |
| Burkhard Otto Cordes Director | May 26, 2026 | Buy | +10,000 | $4.25 | $42.50K | 1,509,000 |
| Rubens Ometto Silveira Mello Director | May 22, 2026 | Sale | −77,640 | $3.44 | $267.08K | 0 |
| Marcelo Eduardo Martins Chief Executive Officer, Director | May 19, 2026 | Buy | +2,441,528 | $5.14 | $12.55M | 4,890,286 |
| Marcelo Eduardo Martins Chief Executive Officer, Director | May 19, 2026 | Other | −2,441,528 | $5.14 | $12.55M | 2,353,314 |
| Maria Rita de Carvalho Drummond Chief Legal Officer | May 19, 2026 | Other | −280,954 | $5.14 | $1.44M | 409,122 |
| Maria Rita de Carvalho Drummond Chief Legal Officer | May 19, 2026 | Other | +280,954 | $5.14 | $1.44M | 2,332,228 |
| Burkhard Otto Cordes Director | May 18, 2026 | Buy | +89,000 | $4.47 | $397.83K | 1,439,000 |
| Maria Rita de Carvalho Drummond Chief Legal Officer | Apr 17, 2026 | Sale | −37,400 | $5.48 | $204.95K | 2,128,536 |
| Maria Rita de Carvalho Drummond Chief Legal Officer | Apr 16, 2026 | Sale | −36,200 | $5.48 | $198.38K | 2,165,936 |
| Maria Rita de Carvalho Drummond Chief Legal Officer | Apr 15, 2026 | Sale | −35,800 | $5.57 | $199.41K | 2,202,136 |
| Marcelo Eduardo Martins Chief Executive Officer, Director | Apr 10, 2026 | Other | −1,552,511 | $7.05 | $10.95M | 4,794,842 |
| Marcelo Eduardo Martins Chief Executive Officer, Director | Apr 10, 2026 | Buy | +1,599,086 | $7.05 | $11.27M | 3,120,178 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Corp Palania Director | Apr 4, 2024 | 150,000 | $1.86M | Apr 4, 2024 | Company Benefit Plan |
| Corp Palania Officer | Apr 3, 2024 | 200,000 | $2.44M | Apr 3, 2024 | Company Benefit Plan |
| Corp Palania Director | Apr 2, 2024 | 256,723 | $3.16M | Apr 2, 2024 | Company Benefit Plan |
| Corp Palania Director | Apr 1, 2024 | 38,241 | $475.98K | Apr 1, 2024 | Company Benefit Plan |
| Corp Palania Director | Jul 5, 2023 | 200,000 | $3.06M | Jul 5, 2023 | Corporate Compensation Plan |
| Otto Cordes Burkhard Director | Apr 27, 2023 | 9,500 | $120.43K | Apr 14, 2023 | Open market purchase through broker |