Murray Stahl’s Bunge Global BG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.3M Sell
284,079
-52,865
-16% -$6.5M 0.34% 29
2026
Q1
$42.9M Sell
336,944
-12,050
-3% -$1.4M 0.46% 23
2025
Q4
$31.1M Sell
348,994
-1,089
-0.3% -$100K 0.42% 27
2025
Q3
$28.4M Sell
350,083
-1,226
-0.3% -$98.3K 0.35% 32
2025
Q2
$28.2M Buy
351,309
+23,138
+7% +$1.82M 0.33% 31
2025
Q1
$25.1M Buy
328,171
+9,050
+3% +$677K 0.28% 33
2024
Q4
$24.8M Buy
319,121
+49,046
+18% +$4.31M 0.31% 33
2024
Q3
$26.1M Sell
270,075
-17,763
-6% -$1.82M 0.39% 29
2024
Q2
$30.7M Buy
287,838
+28,872
+11% +$3.03M 0.54% 22
2024
Q1
$26.5M Sell
258,966
-19,854
-7% -$1.86M 0.5% 27
2023
Q4
$28.1M Sell
278,820
-74,966
-21% -$7.86M 0.59% 25
2023
Q3
$38.3M Sell
353,786
-48,286
-12% -$5.29M 0.76% 21
2023
Q2
$37.9M Sell
402,072
-39,365
-9% -$3.65M 0.82% 25
2023
Q1
$42.2M Sell
441,437
-24,679
-5% -$2.4M 0.81% 23
2022
Q4
$46.5M Buy
466,116
+76,141
+20% +$7.31M 0.77% 20
2022
Q3
$32.2M Sell
389,975
-8,862
-2% -$825K 0.65% 27
2022
Q2
$36.2M Buy
398,837
+47,297
+13% +$5.25M 0.76% 26
2022
Q1
$39M Buy
+351,540
New +$36M 0.78% 23

Other funds holding BG

Murray Stahl's BG Position: Q2 2026 in Review

Murray Stahl reduced its Bunge Global (BG) stake by 16% in Q2 2026, selling an estimated $6.5M and leaving 284,079 shares worth $30.3M. The position accounts for 0.34% of the portfolio, ranked #29.

Murray Stahl first reported a position in BG in Q1 2022 and has held it in 18 quarters since. The position peaked at $46.5M in Q4 2022. 739 funds tracked by Wall St. Rank hold BG as of Q2 2026.

  • Murray Stahl held 284,079 shares of Bunge Global worth $30.3M as of Q2 2026.
  • Murray Stahl sold 52,865 Bunge Global shares in Q2 2026, an estimated $6.5M.
  • Bunge Global made up 0.34% of Murray Stahl's portfolio in Q2 2026, its #29 holding.
  • Murray Stahl first reported a position in Bunge Global in Q1 2022 and has held it in 18 quarters since.
  • Murray Stahl's Bunge Global position peaked at $46.5M in Q4 2022.
  • 739 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.