SIR Capital Management’s Bunge Global BG Stock Holding History

SIR Capital 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 Q2	$12.8M	Sell	120,100 -16,500	-12%	-$2.03M	1.47%	19
2026 Q1	$17.4M	Sell	136,600 -6,300	-4%	-$731K	1.62%	20
2025 Q4	$12.7M	Buy	+142,900	New	+$13.2M	1.41%	25
2025 Q3	–	Sell	-112,544	Closed	-$9.04M	–	80
2025 Q2	$9.04M	Buy	+112,544	New	+$8.86M	0.81%	35
2025 Q1	–	Sell	-3,000	Closed	-$233K	–	79
2024 Q4	$233K	Buy	+3,000	New	+$263K	0.02%	73
2024 Q1	–	Sell	-28,800	Closed	-$2.91M	–	72
2023 Q4	$2.91M	Buy	+28,800	New	+$3.02M	0.3%	58
2023 Q2	–	Sell	-144,574	Closed	-$13.8M	–	69
2023 Q1	$13.8M	Sell	144,574 -258,726	-64%	-$25.1M	1.47%	24
2022 Q4	$40.2M	Buy	403,300 +151,200	+60%	+$14.5M	4.23%	6
2022 Q3	$20.8M	Buy	252,100 +75,800	+43%	+$7.06M	3.51%	6
2022 Q2	$16M	Buy	176,300 +27,400	+18%	+$3.04M	2.19%	19
2022 Q1	$16.5M	Sell	148,900 -169,730	-53%	-$17.4M	2.9%	10
2021 Q4	$29.7M	Buy	318,630 +67,784	+27%	+$6.05M	4.69%	4
2021 Q3	$20.4M	Buy	+250,846	New	+$19.4M	2.99%	15
2019 Q3	–	Sell	-200,800	Closed	-$11.2M	–	45
2019 Q2	$11.2M	Buy	+200,800	New	+$10.7M	1.95%	25

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 $181B AUM 41.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIR Capital Management's BG Position: Q2 2026 in Review

SIR Capital Management reduced its Bunge Global (BG) stake by 12% in Q2 2026, selling an estimated $2.03M and leaving 120,100 shares worth $12.8M. The position accounts for 1.47% of the portfolio, ranked #19.

SIR Capital Management first reported a position in BG in Q2 2019 and has held it in 14 quarters since. The position peaked at $40.2M in Q4 2022. 742 funds tracked by Wall St. Rank hold BG as of Q2 2026.

SIR Capital Management held 120,100 shares of Bunge Global worth $12.8M as of Q2 2026.
SIR Capital Management sold 16,500 Bunge Global shares in Q2 2026, an estimated $2.03M.
Bunge Global made up 1.47% of SIR Capital Management's portfolio in Q2 2026, its #19 holding.
SIR Capital Management first reported a position in Bunge Global in Q2 2019 and has held it in 14 quarters since.
SIR Capital Management's Bunge Global position peaked at $40.2M in Q4 2022.
742 funds tracked by Wall St. Rank held Bunge Global as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.