What smart money is saying about Embraer
ERJ
No fund has written a full thesis on Embraer in our archive, but 2 fund letters report a position in it — most recently Polen Capital 5Perspectives Small-Mid Growth in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Embraer on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“• The top contributors to relative performance in the period were Twist Bioscience, Twilio, and Embraer.”
Embraer - September 2026
“Other notable contributors included Brazil-based integrated oil firm Petrobras and regional jet manufacturer Embraer.”
Embraer
Read the letters behind these Embraer positions
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