On August 26, 2026, Goldman Sachs reached a material stake in Marcopolo (POMO4), holding a position in physically settled derivatives equivalent to 47,252,150 common shares of the company, representing 5.91% of the company’s shares.
According to the disclosure, this is a minority investment that does not involve any change in Marcopolo’s controlling shareholder structure or management structure. The Goldman entities also state that, at this time, they do not intend to acquire additional shares of the company.
The detailed position includes 12,562,578 common shares in the cash market, 10,689,572 shares in stock lending as borrower, and 24,000,000 shares in physically settled derivatives in a long position, totaling the equivalent of 47,252,150 shares, or 5.91% of the common share capital.
In addition, there are OTC ISDA derivatives with cash settlement only, in a long position, equivalent to 23,304,505 shares, which corresponds to an additional 2.92% in cash-settled instruments. The Goldman entities do not hold any convertible debentures issued by the company, nor do they have contracts or agreements regarding voting rights or the purchase and sale of Marcopolo-issued securities.
