What smart money is saying about Petrobras
PETR4.SA
No fund has written a full thesis on Petrobras in our archive, but 1 fund letter reports a position in it — most recently Liontrust Latin America Fund in June 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Petrobras on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“Brazil was the principal laggard despite the central bank continuing its monetary easing cycle. The Banco Central reduced the Selic rate from 14.75% at the beginning of the quarter to 14.25% in June, but the pace and extent of further cuts remained constrained by above-target inflation expectations, fiscal stimulus and uncertainty surrounding the public finances. This limited the expected re-rating of domestic cyclicals, while the reversal in oil prices weighed heavily on Petrobras and the broader energy complex.”
Petrobras
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