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Companhia de Saneamento Básico do Estado de São Paulo - SABESP

SBS Utilities
$4.6 $-0.08 (-1.71%)
Market Cap: $16.39 B
Gurus Holding
3
Popularity Rank
#2865
% of Shares Held
0.26%
Net Activity (Q2 2026)
-$74.93 M

Guru Ownership Trend

Guru Analysis for Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS)

Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS), a key player in the Utilities sector, continues to attract institutional attention.

As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $42.33 M.

Top institutional holders include Renaissance Technologies (RenTech) and Manning & Napier Group.

Institutional sentiment is currently Bearish. This is evidenced by a $74.93 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 12.2%. Conversely, Manning & Napier Group reduced exposure by 88.8%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$116,657.74
Total Buy Value
New Buys 0
Additions 1
-$75.05 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
1

FAQs for Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS)

Major holders include Renaissance Technologies (RenTech) ($43.62 M), Manning & Napier Group ($8.54 M), Cliff Asness ($1.07 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 9.2 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $74.93 M, with 1 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SBS. The total reported sell value was $75.05 M.

Yes, 0 managers opened new positions in SBS, and 1 increased their existing holdings. The total reported buy value was $116,657.74.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -12.8% 7,547,490 $43.62 M Q2 2026
0.11% Reduce -88.8% 1,469,622 $8.54 M Q2 2026
0.00% Add 12.2% 185,368 $1.07 M Q2 2026
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