Free · no sign-up · Q2 2026

Which funds own EMBJ

Embraer S.a. in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $316m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $316m; as reported
Opened: 0; new this quarter
Added to: 2; already held
Trimmed or sold out: 2; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Egerton Capital UK LLP Long/short equity · $10.4bn book	$216m	2.1%	3,384,349	+$39m+409,118	Added
Man Group PLC Quantitative · $62.7bn book	$71m	0.1%	1,111,795	+$2.7m-38,206	Trimmed
Oaktree Capital Management LP Activist · $7.2bn book	$28m	0.4%	439,706	+$1.5m-7,900	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$900k	0.0%	14,701	+$400k+5,563	Added

Ownership through time

At least 9 of the 95 managers whose filings are on file listed EMBJ in Q2 2026, against 5 in Q2 2013. 1 manager more than in Q1 2026: 1 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Egerton Capital UK LLP2,975,231 to 3,384,349 shares+$26m
Marshall Wace LLP753,342 to 792,379 shares+$2.5m
Polen Capital Management LLC9,138 to 14,701 shares+$355k

Largest decreases, by shares

Arrowstreet Capital LP1,519,095 to 1,109,718 shares-$26m
Renaissance Technologies LLC1,338,000 to 1,158,200 shares-$11m
Man Group PLC1,150,001 to 1,111,795 shares-$2.4m
Oaktree Capital Management LP447,606 to 439,706 shares-$504k
Artisan Partners LP70,568 to 67,612 shares-$189k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Egerton Capital UK LLP	Q3 2024	$216m	$216m
Renaissance Technologies LLC	Q2 2016	$79m	$74m
Man Group PLC	Q1 2025	$71m	$71m
Arrowstreet Capital LP	Q4 2017	$157m	$71m
Point72 Asset Management LP	Q4 2014	$59m	$59m
Marshall Wace LLP	Q4 2021	$51m	$51m
Oaktree Capital Management LP	Q1 2026	$28m	$28m
Artisan Partners LP	Q1 2026	$4.3m	$4.3m
Polen Capital Management LLC	Q2 2025	$1.3m	$938k
Baillie Gifford & Co	Q2 2013	$441m	last listed Q3 2018
Acadian Asset Management LLC	Q3 2013	$173m	last listed Q1 2017
AQR Capital Management LLC	Q2 2013	$80m	last listed Q1 2025
Millennium Management LLC	Q1 2021	$53m	last listed Q1 2021
Balyasny Asset Management LLC	Q2 2018	$52m	last listed Q1 2020
Discovery Capital Management LLC	Q3 2013	$49m	last listed Q1 2019
Neuberger Berman Group LLC	Q3 2015	$37m	last listed Q1 2016
Two Sigma Investments LP	Q4 2015	$30m	last listed Q1 2025
Janus Henderson Group Ltd	Q2 2013	$26m	last listed Q1 2017
Schonfeld Strategic Advisors LLC	Q4 2021	$26m	last listed Q4 2025

What EMBJ is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around EMBJ →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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