Merewether Investment Management’s Bunge Global BG Stock Holding History

Merewether Investment Management’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$142M	Sell	1,118,543 -14,157	-1%	-$1.64M	2.75%	8
2025 Q4	$101M	Buy	1,132,700 +211,000	+23%	+$19.5M	2.32%	15
2025 Q3	$74.9M	Buy	+921,700	New	+$73.9M	1.79%	26
2023 Q2	–	Sell	-107,374	Closed	-$10.3M	–	37
2023 Q1	$10.3M	Sell	107,374 -258,001	-71%	-$25.1M	0.91%	28
2022 Q4	$36.5M	Buy	+365,375	New	+$35.1M	3.56%	13
2021 Q2	–	Sell	-60,454	Closed	-$4.79M	–	36
2021 Q1	$4.79M	Sell	60,454 -311,177	-84%	-$23.1M	0.77%	29
2020 Q4	$24.4M	Buy	+371,631	New	+$21.7M	6.27%	7

Other funds holding BG

Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Merewether Investment Management's BG Position: Q1 2026 in Review

Merewether Investment Management reduced its Bunge Global (BG) stake by 1.2% in Q1 2026, selling an estimated $1.64M and leaving 1,118,543 shares worth $142M. The position accounts for 2.75% of the portfolio, ranked #8.

Merewether Investment Management first reported a position in BG in Q4 2020 and has held it in 7 quarters since. 707 funds tracked by Wall St. Rank hold BG as of Q1 2026.

Merewether Investment Management held 1,118,543 shares of Bunge Global worth $142M as of Q1 2026.
Merewether Investment Management sold 14,157 Bunge Global shares in Q1 2026, an estimated $1.64M.
Bunge Global made up 2.75% of Merewether Investment Management's portfolio in Q1 2026, its #8 holding.
Merewether Investment Management first reported a position in Bunge Global in Q4 2020 and has held it in 7 quarters since.
707 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

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