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Thomist Capital Management’s Bunge Global BG Stock Holding History

Thomist 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
Q1 		– Sell
-33,600
Closed -$3.9M – 63
2025
Q4 		$3.01M Sell
33,600
-233,064
-87% -$21.5M 0.64% 37
2025
Q3 		$22M Buy
+266,664
New +$21.4M 4.34% 5
2025
Q2 		– Sell
-67,400
Closed -$5.15M – 48
2025
Q1 		$5.15M Buy
+67,400
New +$5.04M 2.03% 20
2023
Q3 		– Sell
-50,000
Closed -$4.66M – 28
2023
Q2 		$4.66M Buy
+50,000
New +$4.64M 2.92% 9
2023
Q1 		– Sell
-69,461
Closed -$6.93M – 21
2022
Q4 		$6.93M Sell
69,461
-94,817
-58% -$9.11M 3.41% 11
2022
Q3 		$13.6M Buy
+164,278
New +$15.3M 10.14% 2

Other funds holding BG

G
Glencore Baar, Switzerland $4.87B AUM 67.38% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Thomist Capital Management's BG Position: Q1 2026 in Review

Thomist Capital Management sold out of Bunge Global (BG) in Q1 2026, closing a stake of 33,600 shares — an estimated $3.9M sold.

Thomist Capital Management first reported a position in BG in Q3 2022 and held it in 6 quarters. The position peaked at $22M in Q3 2025. 712 funds tracked by Wall St. Rank hold BG as of Q1 2026.

  • Thomist Capital Management reported no remaining Bunge Global position as of Q1 2026 after selling out during the quarter.
  • Thomist Capital Management sold 33,600 Bunge Global shares in Q1 2026, an estimated $3.9M.
  • Thomist Capital Management first reported a position in Bunge Global in Q3 2022 and held it in 6 quarters.
  • Thomist Capital Management's Bunge Global position peaked at $22M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Bunge Global as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.