Brazil Potash
GRO on NYSEAmerican. Market value $133m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 34 funds in all.
- First Manhattan Co.First Manhattan partners
- Value
- $645,000
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| First Manhattan Co.First Manhattan partners | $645,000 | <0.1% |
Largest holders overall
- AWM Investment Company$11mAdded
- Alyeska Investment Group, L.P.$7mAdded
- Bastion Asset Management$2mAdded
- Hollencrest Capital Management$813,689Added
- First Manhattan Co.$645,000
- GFS Advisors$564,070New
- Citadel Advisors$560,245New
- Diversified Trust$557,312
- Renaissance Technologies$553,195Cut
- Hudson Bay Capital Management LP$430,000New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- Carmel DamielePassive investor26.8%Since 30 September 2025
- Carmel DanielePassive investorat least 21.1%−0.3 pts(filed with 1 related holder)Since 31 March 2026
- AWM Investment Company, Inc.Passive investor9.9%+2.4 ptsSince 30 June 2026
- Alyeska Investment Group, L.P.Passive investorat least 9.9%(filed with 2 related holders)Since 31 December 2025
- Stalin BhartiPassive investorat least 6.8%(filed with 1 related holder)Since 31 December 2024
- THE GOLDMAN SACHS GROUP, INC.Passive investorSold down below 5%Since 30 June 2026
- Sentient Global Resources Fund IV, L.P.Passive investorSold down below 5%Since 2 December 2025
What they said
The disposition of all of the securities of the Issuer held by Reporting Persons.
Read the filing - Sentient Global Resources Fund III, LPPassive investorSold down below 5%Since 12 November 2025
What they said
The disposition of all of the securities of the Issuer held by Reporting Persons Sentient Executive III and GP III.
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
Carmel Damiele Passive investor | 26.8% | 30 September 2025 | |
Carmel Daniele Passive investor | at least 21.1%−0.3 pts (filed with 1 related holder) | 31 March 2026 | |
AWM Investment Company, Inc. Passive investor | 9.9%+2.4 pts | 30 June 2026 | |
Alyeska Investment Group, L.P. Passive investor | at least 9.9% (filed with 2 related holders) | 31 December 2025 | |
Stalin Bharti Passive investor | at least 6.8% (filed with 1 related holder) | 31 December 2024 | |
THE GOLDMAN SACHS GROUP, INC. Passive investor | Sold down below 5% | 30 June 2026 | |
Sentient Global Resources Fund IV, L.P. Passive investor | Sold down below 5% | 2 December 2025 | What they saidThe disposition of all of the securities of the Issuer held by Reporting Persons. Read the filing |
Sentient Global Resources Fund III, LP Passive investor | Sold down below 5% | 12 November 2025 | What they saidThe disposition of all of the securities of the Issuer held by Reporting Persons Sentient Executive III and GP III. Read the filing |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
Brazil Potash doesn’t file a US annual report (10-K), so we haven’t checked it.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.