StockDriftsStockDriftsTop 1 BRC-Global BAH Investments Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STNE | STONECO LTD | 100% | 7.58M | $107.0M | +32.68%(+1.87M) | $16.26(-40.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -4.53% |
| Top 20 Holdings Unweighted | — | — | — | — | -4.53% |
BRC-Global BAH Investments Ltd. reports $107.04M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is STNE (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -4.53% cumulatively over 1 quarter. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BRC-Global BAH Investments Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2108985). View BRC-Global BAH Investments Ltd.’s 13F filings on SEC