What smart money is saying about Raia Drogasil
No fund has written a full thesis on Raia Drogasil in our archive, but 3 fund letters report a position in it — most recently Harding Loevner Emerging Markets Equity in June 2026.
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Raia Drogasil, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- HoldsHarding Loevner Emerging Markets EquityJune 2026
“Brazil’s WEG and drugstore operator Raia Drogasil detracted as higher inflation expectations in the country are expected to result in higher-for-longer interest rates.”
Read the letterRaia Drogasil - HoldsHarding Loevner Global Small Companies EquityJune 2026
Listed in Harding Loevner Global Small Companies Equity’s reported holdings.
Read the letterRaia Drogasil - HoldsHL Global Small Companies EquityMarch 2026
Listed in HL Global Small Companies Equity’s reported holdings.
Read the letterRaia Drogasil
Also mentioned · 1
These funds discuss Raia Drogasil — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHL Emerging Markets EquityMay 2026
Named in a table in HL Emerging Markets Equity’s letter.
Read the letterRaia Drogasil
Read the letters behind these Raia Drogasil positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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