MSD Partners’s Azul S.A. AZUL Stock Holding History

MSD Partners’s Portfolio AZUL Stock Details AZUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3M	Buy	+1,147,091	New	+$10.1M	13.43%	4

Other funds holding AZUL

United Airlines Holdings Chicago, Illinois $385M AUM

VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return

DSC Meridian Capital New York $427M AUM 15.45% 1-Year Est. Return

Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return

BlackBarn Capital Partners New York $1.19B AUM 63.92% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

MSD Partners's AZUL Position: Q2 2026 in Review

MSD Partners opened a new position in Azul S.A. (AZUL) in Q2 2026: 1,147,091 shares worth $10.3M. The stake represents 13.43% of the portfolio and ranks #4 among its holdings.

43 funds tracked by Wall St. Rank hold AZUL as of Q2 2026.

MSD Partners held 1,147,091 shares of Azul S.A. worth $10.3M as of Q2 2026.
Azul S.A. was a new MSD Partners position in Q2 2026.
Azul S.A. made up 13.43% of MSD Partners's portfolio in Q2 2026, its #4 holding.
43 funds tracked by Wall St. Rank held Azul S.A. as of Q2 2026.

Based on MSD Partners's 13F filing for Q2 2026, filed 14 Aug 2026.