Position in AZUL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,218,874
+$49,218,874 QoQ
Shares Held
5,474,847
Ownership
2.97%
of shares outstanding
% of Portfolio
22.71%
of 13F equity value
Holder Rank
#4
of 43 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in AZUL
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$0
PutShares
3,000,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026DSC Meridian Capital LP holds $100,552,984 across 2 Airlines names. AZUL ranks #2 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AERO |
Grupo Aeromexico, S.A.B. de C.V.
|
2,851,895 | $51,334,110 | |
| 2 | AZUL |
Azul SA
This page
|
5,474,847 | $49,218,874 |
All Filings in AZUL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,218,874 | 5,474,847 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | — | 3,000,000 | Put | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||