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Mondrian Investment Partners’s Patria Investments PAX Stock Holding History

Mondrian Investment Partners’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18
Closed -$279 – 106
2025
Q4 		$279 Hold
18
– – ﹤0.01% 101
2025
Q3 		$257 Buy
+18
New +$251 ﹤0.01% 96
2025
Q1 		$74.5K Sell
6,602
-9,849
-60% -$115K ﹤0.01% 85
2024
Q4 		$196K Sell
16,451
-97,036
-86% -$1.15M ﹤0.01% 79
2024
Q3 		$1.27M Sell
113,487
-663
-0.6% -$7.87K 0.02% 64
2024
Q2 		$1.49M Sell
114,150
-45,858
-29% -$604K 0.02% 62
2024
Q1 		$2.37M Sell
160,008
-5,091
-3% -$74.7K 0.03% 58
2023
Q4 		$2.56M Sell
165,099
-68,717
-29% -$975K 0.04% 57
2023
Q3 		$3.41M Sell
233,816
-400
-0.2% -$5.94K 0.07% 52
2023
Q2 		$3.35M Buy
234,216
+2,064
+0.9% +$30.7K 0.07% 51
2023
Q1 		$3.44M Sell
232,152
-29,828
-11% -$455K 0.08% 48
2022
Q4 		$3.65M Sell
261,980
-16,301
-6% -$220K 0.08% 50
2022
Q3 		$3.63M Buy
278,281
+2,174
+0.8% +$30.4K 0.08% 53
2022
Q2 		$3.65M Buy
276,107
+59,780
+28% +$943K 0.08% 50
2022
Q1 		$3.85M Buy
216,327
+188,956
+690% +$3.15M 0.08% 48
2021
Q4 		$443K Sell
27,371
-233,446
-90% -$4.01M 0.01% 101
2021
Q3 		$4.26M Sell
260,817
-76,788
-23% -$1.25M 0.09% 61
2021
Q2 		$5.95M Buy
337,605
+68,006
+25% +$1.09M 0.11% 49
2021
Q1 		$3.73M Buy
+269,599
New +$5.17M 0.08% 85

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $451M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $269M AUM 6.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Mondrian Investment Partners's PAX Position: Q1 2026 in Review

Mondrian Investment Partners sold out of Patria Investments (PAX) in Q1 2026, closing a stake of 18 shares — an estimated $279 sold.

Mondrian Investment Partners first reported a position in PAX in Q1 2021 and held it in 19 quarters. The position peaked at $5.95M in Q2 2021. 162 funds tracked by Wall St. Rank hold PAX as of Q1 2026.

  • Mondrian Investment Partners reported no remaining Patria Investments position as of Q1 2026 after selling out during the quarter.
  • Mondrian Investment Partners sold 18 Patria Investments shares in Q1 2026, an estimated $279.
  • Mondrian Investment Partners first reported a position in Patria Investments in Q1 2021 and held it in 19 quarters.
  • Mondrian Investment Partners's Patria Investments position peaked at $5.95M in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Patria Investments as of Q1 2026.

Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.