Stocks/GRO

GRO

Brazil Potash Corp.
Basic Materials·Industrial Materials
$2.49
$100M market cap
Revenue
$0.0M
Free Cash Flow
$-9.8M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Brazil Potash Corp. engages in the exploration and development of potash properties in Brazil. It holds interest in the Autazes Project located in the state of Amazonas, Brazil. The company was incorporated in 2006 and is based in Toronto, Canada.

2-Year Price History

$2.50-80.9%
$2.0$4.0$6.0$8.0$10$12volNov 24Feb 25May 25Aug 25Nov 25Feb 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-5.7-5.7-23.1-3.7-4.0-0.331.40.754.1-38.4%-11.1x--
Act2025-Q40.0-13.5-13.5-9.7-5.8-5.8-0.038.10.853.7-75.9%-15.3x--

Valuation & Metrics

Market Stats

Price$2.49
Market Cap$100M
Enterprise Value$70M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-9.8%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$-32.8M
Free Cash Flow$-9.8M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC-57.2%
WC Change % Rev0.0%
Interest Coverage-13.7x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.3M
Days to Cover1.0
Change (vs Prior)-4.1%
Need at least 2 settlement dates for chart

Employees

Headcount36
Revenue / Employee$0
Gross Profit / Employee$-126

Cash Runway

38.5months
WATCH

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
27.3%(+25.3% YoY)
34 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.0%(+0.0% YoY)
0 filers
Vanguard, iShares, SPDR
Market makers
0.7%(+0.7% YoY)
2 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2024-122025-032025-062025-092025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Alyeska Investment Group, L.P.$10.5M$1.89−$6.1M+$10.5M-0.5%$35.33B
AWM Investment Company, Inc.$7.2M$2.03+$741K+$7.2M-0.7%$903M
Bastion Asset Management Inc.$2.3M$1.89−$2.8M+$2.3M+0.6%$328M
HOLLENCREST CAPITAL MANAGEMENT$1.1M$2.99+$777K+$1.1M-0.8%$2.69B
RENAISSANCE TECHNOLOGIES LLC$1.1M$2.72+$632K+$1.1M+1.2%$63.91B
FIRST MANHATTAN CO$972K$3.24+$972K+$972K-0.2%$36.06B
Diversified Trust Co$840K$1.94+$0+$684K-0.0%$5.39B
JANE STREET GROUP, LLCMM$556K$3.14+$463K+$556K-0.1%$92.10B
BANK OF AMERICA CORP /DE/$506K$3.22+$498K+$506K-0.1%$1.36T
TWO SIGMA INVESTMENTS, LP$497K$3.10+$445K+$497K-0.9%$117.03B
EverSource Wealth Advisors, LLC$450K$2.43+$19K+$450K-0.0%$3.27B
GSA CAPITAL PARTNERS LLP$375K$2.44+$93K+$305K-5.9%$1.61B
Diametric Capital, LP$301K$3.24+$301K+$301K+1.1%$381M
Walleye Capital LLC$274K$3.24+$274K+$274K-14.9%$15.09B
Point72 Asset Management, L.P.$210K$2.86+$151K+$210K+0.9%$54.88B
AXQ CAPITAL, LP$148K$3.24+$148K+$148K-1.1%$776M
HRT FINANCIAL LP$148K$2.82+$68K+$148K-0.6%$39.46B
TRUST CO OF TOLEDO NA /OH/$120K$2.69+$0+$120K-0.4%$1.05B
Susquehanna Portfolio Strategies, LLCMM$103K$3.24+$103K+$103K+0.1%$6.68B
Schonfeld Strategic Advisors LLC$98K$3.24+$98K+$98K+1.3%$12.20B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BEARISH
Holders
-0.53%
avg per quarter
Holders (ex-self)
-0.54%
excl. this stock
Buyers (this Q)
-0.83%
27 buyers · $0.01B in
Sellers (this Q)
+3.91%
3 sellers · $0.00B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-6.6%
how holders react when this stock falls
On quiet Qs
-6.0%
−10% to +10% baseline
On rallies (+10%+)
-27.2%
how they react when this stock rises
Holders' portfolio flow this Q
+5.0%
inflows — adds are organic
Sellers' portfolio flow this Q
+294.6%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-6.3%
Holder mid (any stock)
-6.0%
Holder rally (any stock)
-12.6%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

02.5M5.0M7.5M10.0M$1.36$2.95$4.53$6.12$7.702024-122025-032025-062025-092025-122026-03
hover the chart for per-quarter detailprice (right axis)
Alyeska Investment Group, L.P.3.2MAWM Investment Company, Inc.2.2MMACKENZIE FINANCIAL CORPBastion Asset Management Inc.891KCANTOR FITZGERALD, L. P.HOLLENCREST CAPITAL MANAGEMENT347KRENAISSANCE TECHNOLOGIES LLC345KFIRST MANHATTAN CO300KSagil Capital LLPDiversified Trust Co259K

Analyst Coverage

Analyst Coverage
Price Targets
Last Quarter (1 analysts)$5.2511080.0%
Last Year (3 analysts)$4.508070.0%
Current Price$2.49
Analyst Ratings
1
Buy: 1Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Sells ($, 12mo)
$7.73M
1 txn · 1 insider · 3,863,872 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-11-12SELLSENTIENT EXECUTIVE GP III, LTD10 percent owner3,863,872$2.00$7.73M$0

Order Flow (FINRA, ~3w lag)

44.7%retail+8.0pp
13.5%dark-2.6pp
week of 2026-04-13
0%20%40%60%80%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.