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Bunge Global SA

BG Consumer Staples
$122.45 $-0.71 (-0.58%)
Market Cap: $23.76 B
Gurus Holding
9
Popularity Rank
#681
% of Shares Held
0.55%
Net Activity (Q1 2026)
-$76.34 M

Guru Ownership Trend

Guru Analysis for Bunge Global SA (BG)

Bunge Global SA (BG), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $129.54 M.

Top institutional holders include Murray Stahl and Joel Greenblatt.

Institutional sentiment is currently Bearish. This is evidenced by a $76.34 M net outflow during the quarter.

Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Steven Cohen reduced exposure by 98.6%.

Key Holders

Top 5 by Value

$42.86 M
$31.23 M
$29.86 M
$8.9 M
$8.74 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$9.06 M
Total Buy Value
New Buys 2
Additions 0
-$85.4 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
2

FAQs for Bunge Global SA (BG)

Major holders include Murray Stahl ($42.86 M), Joel Greenblatt ($31.23 M), Cliff Asness ($29.86 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.06 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $76.34 M, with 2 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited BG. The total reported sell value was $85.4 M.

Yes, 2 managers opened new positions in BG, and 0 increased their existing holdings. The total reported buy value was $9.06 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.46% Reduce -3.5% 336,944 $42.86 M Q1 2026
0.10% Reduce -0.3% 245,536 $31.23 M Q1 2026
0.01% Reduce -24.1% 234,717 $29.86 M Q1 2026
2.55% 70,000 $8.9 M Q1 2026
0.10% Reduce -20.6% 68,732 $8.74 M Q1 2026
0.12% New Buy 47,246 $6.01 M Q1 2026
0.01% Reduce -61.4% 25,566 $3.25 M Q1 2026
0.04% New Buy 23,975 $3.05 M Q1 2026
0.00% Reduce -98.6% 5,186 $659,659 Q1 2026
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