Yaupon Capital Management’s Bunge Global BG Stock Holding History

Yaupon 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
2025 Q4	–	Sell	-73,475	Closed	-$5.97M	–	114
2025 Q3	$5.97M	Sell	73,475 -225,832	-75%	-$18.1M	0.23%	90
2025 Q2	$24M	Buy	299,307 +38,637	+15%	+$3.04M	1.08%	41
2025 Q1	$19.9M	Buy	+260,670	New	+$19.5M	1.02%	42
2023 Q4	–	Sell	-60,657	Closed	-$6.36M	–	105
2023 Q3	$6.57M	Sell	60,657 -196,662	-76%	-$21.6M	0.61%	64
2023 Q2	$24.3M	Buy	+257,319	New	+$23.9M	3.09%	5
2022 Q2	–	Sell	-38,500	Closed	-$4.27M	–	75
2022 Q1	$4.27M	Sell	38,500 -20,800	-35%	-$2.13M	2.31%	16
2021 Q4	$5.54M	Buy	+59,300	New	+$5.29M	3.11%	7
2021 Q1	–	Sell	-86,461	Closed	-$5.67M	–	64
2020 Q4	$5.67M	Buy	+86,461	New	+$5.04M	3.05%	8

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 $155B AUM 29.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Yaupon Capital Management's BG Position: Q4 2025 in Review

Yaupon Capital Management sold out of Bunge Global (BG) in Q4 2025, closing a stake of 73,475 shares — an estimated $5.97M sold.

Yaupon Capital Management first reported a position in BG in Q4 2020 and held it in 8 quarters. The position peaked at $24.3M in Q2 2023. 643 funds tracked by Wall St. Rank hold BG as of Q4 2025.

Yaupon Capital Management reported no remaining Bunge Global position as of Q4 2025 after selling out during the quarter.
Yaupon Capital Management sold 73,475 Bunge Global shares in Q4 2025, an estimated $5.97M.
Yaupon Capital Management first reported a position in Bunge Global in Q4 2020 and held it in 8 quarters.
Yaupon Capital Management's Bunge Global position peaked at $24.3M in Q2 2023.
643 funds tracked by Wall St. Rank held Bunge Global as of Q4 2025.

Based on Yaupon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.