RCW
BRFS

Rheos Capital Works’s BRF SA BRFS Stock Holding History

Rheos Capital Works’s Portfolio BRFS Stock Details BRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,810,000
Closed -$3.71M – 95
2023
Q3 		$3.71M Sell
1,810,000
-2,050,000
-53% -$4M 0.22% 106
2023
Q2 		$7.33M Buy
3,860,000
+1,000,000
+35% +$1.54M 0.39% 75
2023
Q1 		$3.66M Buy
+2,860,000
New +$4.02M 0.2% 93

Other funds holding BRFS

PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $338M AUM 29.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return