§ PAPER & FOREST
USD · Paper & ForestSUZ
SUZANO SA - SPON ADR
USDSector · Paper & Forest
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 8.51HIGH 8.77LOW 8.32
EVENTSJUN 30 · EARNINGS +9.1%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
79 increased/new, 47 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Atlas FRM LLC | 19.1M | 12.5% | +10% |
| Deutsche Bank AG | 12.6M | 0.0% | +72% |
| State Street | 6.3M | 0.0% | +11% |
| UBS Group AG | 4.9M | 0.0% | +4% |
| Morgan Stanley | 2.7M | 0.0% | n/a |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 2.6M | 8.9% | +565% |
◇ AC INTELLIGENCE
Top institutional owners for SUZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.0% · 0 holders
DEALER / BANK2.6% · 18 holders
OTHER2.6% · 98 holders
QUALITY / COMPOUNDER0.3% · 9 holders
TACTICAL / MACRO0.2% · 3 holders
SYSTEMATIC / QUANT0.1% · 6 holders
PASSIVE / INDEX0.1% · 5 holders
INCOME / DEFENSIVE0.0% · 1 holder
DEEP VALUE0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SUZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SUZ yet.