Goldman Sachs discloses 5.91% stake in Marcopolo via physically settled derivatives

Goldman Sachs entities disclosed a 5.91% exposure in Marcopolo, equivalent to 47,252,150 common shares, as of Aug. 26, 2026.

• The position included 12,562,578 shares held outright.
• It also included 24,000,000 physically settled derivatives and 10,689,572 shares borrowed.
• Cash-settled OTC derivatives added a further long exposure equivalent to 23,304,505 shares, or 2.92%.
• The disclosure described the stake as a minority investment with no change in control or management intent.