Murray Stahl's BG Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 348,994 shares of Bunge Global SA (BG) worth $31.09 M, representing 0.42% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in BG, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 338,850 shares. Largest reduction occurred in Q4 2023, reducing 74,966 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Bunge Global (BG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bunge Global (BG) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +12,631 | Add 0.00% | 12,630 | $70.78 |
| Q3 2013 | +60 | Add 0.48% | 12,690 | $75.89 |
| Q3 2016 | -12,690 | Sold Out | 12,690 | $59.18 |
| Q1 2022 | +351,540 | New Buy | 351,540 | $110.81 |
| Q2 2022 | +47,297 | Add 13.45% | 398,837 | $90.69 |
| Q3 2022 | -8,862 | Reduce 2.22% | 389,975 | $82.57 |
| Q4 2022 | +76,141 | Add 19.52% | 466,116 | $99.77 |
| Q1 2023 | -24,679 | Reduce 5.29% | 441,437 | $95.52 |
| Q2 2023 | -39,365 | Reduce 8.92% | 402,072 | $94.35 |
| Q3 2023 | -48,286 | Reduce 12.01% | 353,786 | $108.25 |
| Q4 2023 | -74,966 | Reduce 21.19% | 278,820 | $100.95 |
| Q1 2024 | -19,854 | Reduce 7.12% | 258,966 | $102.52 |
| Q2 2024 | +28,872 | Add 11.15% | 287,838 | $106.77 |
| Q3 2024 | -17,763 | Reduce 6.17% | 270,075 | $96.64 |
| Q4 2024 | +49,046 | Add 18.16% | 319,121 | $77.76 |
| Q1 2025 | +9,050 | Add 2.84% | 328,171 | $76.42 |
| Q2 2025 | +23,138 | Add 7.05% | 351,309 | $80.28 |
| Q3 2025 | -1,226 | Reduce 0.35% | 350,083 | $81.25 |
| Q4 2025 | -1,089 | Reduce 0.31% | 348,994 | $89.08 |
Murray Stahl's Bunge Global Investment FAQs
Murray Stahl first purchased Bunge Global SA (BG) in Q2 2013, acquiring 12,630 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held Bunge Global SA (BG) for 51 quarters since Q2 2013.
Murray Stahl's largest addition to Bunge Global SA (BG) was in Q1 2022, adding 351,540 shares worth $38.95 M.
According to the latest 13F filing for Q4 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 348,994 shares of Bunge Global SA (BG), valued at approximately $31.09 M.
As of the Q4 2025 filing, Bunge Global SA (BG) represents approximately 0.42% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in Bunge Global SA (BG) was 466,116 shares, as reported at the end of Q4 2022.