What smart money is saying about Sao Martinho
SMTO3.SA
No fund has written a full thesis on Sao Martinho in our archive, but 2 fund letters report a position in it — most recently Liontrust Latin America Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Sao Martinho on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“These gains were offset by weakness in Brazilian sugar and ethanol producer São Martinho, Mexican microfinance provider Gentera and Argentine agricultural company Adecoagro.”
Sao Martinho - June 2026
“This was offset by weaker returns from several earlier winners, including Adecoagro and Sao Martinho, and by relative headwinds in Brazil, Taiwan and Korea.”
Sao Martinho
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