What smart money is saying about Sendas Distribuidora
ASAI
No fund has written a full thesis on Sendas Distribuidora in our archive, but 2 fund letters report a position in it — most recently Brandes IP Emerging Markets Value Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Sendas Distribuidora — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“The committee exited positions in Brazilian retailer Sendas Distribuidora, and Hong Kong-based specialty retailer Luk Fook Holdings.”
Sendas Distribuidora - September 2025
“• Sendas Distribuidora pulled back early in the Quarter, in line with broader Brazilian equities, after a period of strong performance over 1H25.”
Sendas Distribuidora
Read the letters behind these Sendas Distribuidora positions
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