What smart money is saying about Plano&Plano
1 fund in our archive has pitched Plano&Plano, most recently HIX Capital Brazilian Equities in June 2026.
Plano & Plano Desenvolvimento Imobiliário S.A., through its subsidiaries develops, constructs, and sells real estate projects in the São Paulo Metropolitan Region. It also provides its services online. The company was founded in 1997 and is based in São Paulo, Brazil.
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Position history
Every position in Plano&Plano 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 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsHIX Capital Brazilian EquitiesJune 2026
“Plano&Plano Plano&Plano is a position we have carried for a few years and that had an important contribution to the fund in that period.”
Plano&Plano
Fund coverage · 1 thesis
- HIX Capital Brazilian EquitiesJune 2026
Plano&Plano is a homebuilder whose 2026 stock drop reflected a launch and sales mismatch that forced discounts and a cash drag from receivables, and management ended the discount policy, raised margin requirements and shifted focus to Bands 1 and 2.
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