pátria is one of brazil’s leading investment management and corporate advisory firms, with a more than 27 years successful presence in the brazilian financial market. we have one of the most diversified alternative investment portfolios in the country, with over us$9 billion in assets under management. our partners pioneered the private equity industry in brazil in the early 1990s. over time, pátria has expanded to include a broad spectrum of businesses such as corporate advisory, capital management, infrastructure, and real estate. in 2010 we entered into a formal partnership with blackstone, one of the world's leading investment and advisory firms, which purchased a 40% interest in pátria. we seek to build our firm with professionals who are talented, motivated, dynamic, team-oriented, and driven to develop creative ideas and innovative solutions. we provide a wide range of work experiences and career development opportunities in asset management — including private equity, real es
Company profile
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PAX
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Patria Finance Ltd. • Patria Brazilian Private Equity III, Ltd. • PBPE General Partner IV, Ltd. • PBPE General Partner V, Ltd. • Patria Brazilian Private Equity General Partner VI, Ltd. • Patria Brazil Real Estate Fund General Partner II Ltd. • Patria Brazil Real Estate Fund General Partner III Ltd. • Patria Brazil Retail Property Fund General Partner, Ltd. • Infrastructure GP II, Ltd. • Infrastructure III SLP Ltd. ...
PAX stock data
Latest filings (excl ownership)
S-8
Registration of securities for employees
26 Feb 24
S-8
Registration of securities for employees
26 Feb 24
6-K
Current report (foreign)
15 Feb 24
424B3
Prospectus supplement
9 Jan 24
6-K
Current report (foreign)
6 Dec 23
424B3
Prospectus supplement
29 Nov 23
F-3ASR
Automatic shelf registration (foreign)
29 Nov 23
6-K
Current report (foreign)
27 Nov 23
6-K
Current report (foreign)
7 Nov 23
6-K
Current report (foreign)
7 Nov 23
Transcripts
PAX
Earnings call transcript
2023 Q4
15 Feb 24
PAX
Earnings call transcript
2023 Q3
7 Nov 23
PAX
Earnings call transcript
2023 Q2
3 Aug 23
PAX
Earnings call transcript
2022 Q2
9 Aug 22
PAX
Earnings call transcript
2022 Q1
10 May 22
PAX
Earnings call transcript
2021 Q4
15 Feb 22
PAX
Earnings call transcript
2021 Q2
19 Aug 21
PAX
Earnings call transcript
2021 Q1
20 May 21
Latest ownership filings
SC 13G
Lavoro Ltd
14 Feb 24
SC 13G/A
Patria Holdings Ltd
14 Feb 24
SC 13G
Grandeur Peak Global Advisors, LLC
9 Feb 24
SC 13G/A
Capital International Investors
9 Feb 24
SC 13G/A
Capital Research Global Investors
9 Feb 24
SC 13G
BlackRock Inc.
9 Feb 24
SC 13G/A
FMR LLC
9 Feb 24
SC 13G/A
WELLINGTON MANAGEMENT GROUP LLP
9 Feb 24
SC 13G/A
ADAGE CAPITAL PARTNERS GP, L.L.C.
7 Feb 24
SC 13G/A
WELLINGTON MANAGEMENT GROUP LLP
11 Dec 23
Financial summary
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Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
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Institutional ownership, Q2 2023
13F holders | Current |
---|---|
Total holders | 88 |
Opened positions | 36 |
Closed positions | 16 |
Increased positions | 26 |
Reduced positions | 21 |
13F shares | Current |
---|---|
Total value | 731.10 bn |
Total shares | 134.57 mm |
Total puts | 244.30 k |
Total calls | 131.60 k |
Total put/call ratio | 1.9 |
Largest owners | Shares | Value |
---|---|---|
Patria | 82.35 mm | $0.00 |
Capital Research Global Investors | 10.76 mm | $153.85 bn |
FMR | 5.42 mm | $77.57 bn |
Wellington Management | 5.05 mm | $72.17 bn |
Grandeur Peak Global Advisors | 3.87 mm | $55.36 bn |
BLK Blackrock | 2.84 mm | $40.57 bn |
Capital International Investors | 2.74 mm | $39.16 bn |
Samlyn Capital | 2.01 mm | $28.81 bn |
Pertento Partners | 1.83 mm | $26.17 bn |
American Century Companies | 1.62 mm | $23.18 bn |
News
Tuesday Is Your Last Chance To Buy Patria Investments Before The Dividend Payout
16 Feb 24
Patria Investments Q4 2023 Adj EPS $0.47 Beats $0.37 Estimate, Sales $111.70M Beat $83.09M Estimate
15 Feb 24
Earnings Scheduled For February 15, 2024
15 Feb 24
Patria Investments's Earnings: A Preview
14 Feb 24