John Overdeck’s Cosan CSAN Stock Holding History

John Overdeck’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 Q2	$328K	Sell	113,942 -388,112	-77%	-$1.38M	﹤0.01%	4465
2026 Q1	$2.07M	Buy	+502,054	New	+$2.19M	﹤0.01%	2735
2025 Q3	–	Sell	-20,049	Closed	-$101K	–	3686
2025 Q2	$101K	Sell	20,049 -2,600	-11%	-$14K	﹤0.01%	2997
2025 Q1	$118K	Buy	+22,649	New	+$119K	﹤0.01%	2943
2024 Q2	–	Sell	-12,600	Closed	-$163K	–	3080
2024 Q1	$163K	Sell	12,600 -20,700	-62%	-$297K	﹤0.01%	2758
2023 Q4	$521K	Sell	33,300 -1,300	-4%	-$18.2K	﹤0.01%	2437
2023 Q3	$470K	Buy	34,600 +1,300	+4%	+$19.8K	﹤0.01%	2306
2023 Q2	$497K	Hold	33,300	–	–	﹤0.01%	2333
2023 Q1	$394K	Buy	33,300 +21,200	+175%	+$255K	﹤0.01%	2309
2022 Q4	$158K	Buy	+12,100	New	+$156K	﹤0.01%	2439

Other funds holding CSAN

MAM

Monaco Asset Management Monaco $1.26B AUM 60.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Aquamarine Financial George Town $1.81B AUM 38.21% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Naman Capital Sao Paulo, Brazil $323M AUM 37.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BPAMU

BTG Pactual Asset Management US New York $1.61B AUM 24.35% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

John Overdeck's CSAN Position: Q2 2026 in Review

John Overdeck reduced its Cosan (CSAN) stake by 77% in Q2 2026, selling an estimated $1.38M and leaving 113,942 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

John Overdeck first reported a position in CSAN in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.07M in Q1 2026. 63 funds tracked by Wall St. Rank hold CSAN as of Q2 2026.

John Overdeck held 113,942 shares of Cosan worth $328K as of Q2 2026.
John Overdeck sold 388,112 Cosan shares in Q2 2026, an estimated $1.38M.
Cosan made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4465 holding.
John Overdeck first reported a position in Cosan in Q4 2022 and has held it in 10 quarters since.
John Overdeck's Cosan position peaked at $2.07M in Q1 2026.
63 funds tracked by Wall St. Rank held Cosan as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.