Balyasny Asset Management
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Balyasny Asset Management’s Cosan CSAN Stock Holding History

Balyasny Asset Management’s Portfolio CSAN Stock Details CSAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$183K Sell
44,529
-732,063
-94% -$3.2M ﹤0.01% 2717
2025
Q4 		$3.07M Buy
776,592
+761,968
+5,210% +$3.47M ﹤0.01% 1654
2025
Q3 		$67.3K Buy
+14,624
New +$67.5K ﹤0.01% 2810
2025
Q2 		– Sell
-31,062
Closed -$162K – 2905
2025
Q1 		$162K Sell
31,062
-17,787
-36% -$93.5K ﹤0.01% 2626
2024
Q4 		$266K Buy
48,849
+24,166
+98% +$182K ﹤0.01% 2436
2024
Q3 		$236K Buy
24,683
+11,825
+92% +$115K ﹤0.01% 2520
2024
Q2 		$125K Buy
+12,858
New +$139K ﹤0.01% 2389

Other funds holding CSAN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AF
Aquamarine Financial George Town $1.37B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

Balyasny Asset Management's CSAN Position: Q1 2026 in Review

Balyasny Asset Management reduced its Cosan (CSAN) stake by 94% in Q1 2026, selling an estimated $3.2M and leaving 44,529 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Balyasny Asset Management first reported a position in CSAN in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.07M in Q4 2025. 74 funds tracked by Wall St. Rank hold CSAN as of Q1 2026.

  • Balyasny Asset Management held 44,529 shares of Cosan worth $183K as of Q1 2026.
  • Balyasny Asset Management sold 732,063 Cosan shares in Q1 2026, an estimated $3.2M.
  • Cosan made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2717 holding.
  • Balyasny Asset Management first reported a position in Cosan in Q2 2024 and has held it in 7 quarters since.
  • Balyasny Asset Management's Cosan position peaked at $3.07M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Cosan as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.