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Companhia de Saneamento Básico do Estado de São Paulo - SABESP

SBS Utilities
$5.66 $-0.05 (-0.88%)
Market Cap: $19.85 B
Gurus Holding
4
Popularity Rank
#2383
% of Shares Held
0.63%
Net Activity (Q1 2026)
-$8.23 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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $125.07 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.23 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Cliff Asness reduced exposure by 16.2%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$910,785
Total Buy Value
New Buys 1
Additions 0
-$9.14 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
1

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

Major holders include Manning & Napier Group ($80.12 M), Renaissance Technologies (RenTech) ($52.8 M), Cliff Asness ($1.01 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 22.1 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $8.23 M, with 1 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SBS. The total reported sell value was $9.14 M.

Yes, 1 managers opened new positions in SBS, and 0 increased their existing holdings. The total reported buy value was $910,785.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.13% Reduce -6.3% 13,130,060 $80.12 M Q1 2026
0.08% Reduce -3.1% 8,653,490 $52.8 M Q1 2026
0.00% Reduce -16.2% 165,185 $1.01 M Q1 2026
0.00% New Buy 149,260 $910,785 Q1 2026
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