BRC-Global BAH Investments Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), BRC-Global BAH Investments Ltd. reported 1 stock position worth $107.0 million. Its top holding was Stoneco Class A (STNE) at 100.0% of the portfolio. Compared with Q4 2025, it added to 1. The biggest buy was Stoneco Class A (STNE, shares +33%).

Most Recent 13F
Q2 2026
Location
Nassau, C5
CIK
0002108985
Portfolio Value
$107.0M (Q1 2026)
SEC Filing
0000950157-26-000557 ↗ filed Apr 29, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $84.5M Q4 2025 Q1 2026: $107.0M $107.0M Q1 2026 Q2 2026: $0 Q2 2026

Holdings 1 stocks · $107.0M

STNE Stoneco Ltd. Class A 100.00% 7,580,409 $107.0M Add +32.7%

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

STNE Stoneco Ltd. Class A Add +32.7% 100.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q1 2026 1$107.0MSTNE
Q4 2025 1$84.5MSTNE