SCHEDULE: Kopernik Global Investors Discloses Cresud Stake

Kopernik Global Investors, LLC and David B. Iben have jointly filed a Schedule 13G, reporting beneficial ownership of 6.38% of Cresud Inc. American Depositary Shares.

Summary

• Kopernik Global Investors, LLC and David B. Iben have filed a Schedule 13G, indicating their beneficial ownership of Cresud Inc. American Depositary Shares (ADS).
• The filing reports an aggregate of 4,523,081 ADS beneficially owned, representing 6.38% of the issuer's outstanding common stock.
• This ownership is based on 709,308,309 common shares outstanding as of March 31, 2026, as per Cresud Inc.'s Form 6-K filed on May 7, 2026.
• Kopernik Global Investors, LLC is identified as an investment adviser, and David B. Iben is its controlling member and Chief Investment Officer.
• The reporting persons have shared voting power over 4,427,273 ADS and shared dispositive power over 4,523,081 ADS.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It's a standard disclosure of ownership and does not provide new operational or financial information about Cresud Inc.

Positives

• Significant stake reported: Kopernik Global Investors and David B. Iben collectively hold a substantial 6.38% stake in Cresud Inc. ADS.
• Clear reporting: The filing is a standard Schedule 13G, indicating a passive investment approach rather than an attempt to influence control.

Negatives

• No specific financial performance data is included in this Schedule 13G filing, which is typical for this type of disclosure.

Risks

• The filing does not contain specific risk factors related to Cresud Inc.'s business operations. Schedule 13G filings are primarily for ownership disclosure.
• Potential for future changes in ownership percentage, which could impact market perception or trading dynamics.

Future Outlook

This filing is a Schedule 13G, which reports current beneficial ownership and does not contain forward-looking statements or guidance regarding Cresud Inc.'s future performance.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors accumulating significant stakes in publicly traded companies. This filing indicates Kopernik Global Investors' substantial investment in Cresud Inc., a player in the agricultural and real estate sectors, and suggests a passive investment strategy at this time.

Stakeholder Impact

• Shareholders: The disclosure of a significant stake by Kopernik Global Investors may be viewed positively by some shareholders as it indicates institutional interest, but it does not directly impact current operations or immediate share value.
• Management of Cresud Inc.: The filing confirms a substantial institutional investor, which may influence future strategic discussions or board composition if ownership levels change significantly.

Next Steps

• Monitor future filings by Kopernik Global Investors and David B. Iben for any changes in their ownership stake in Cresud Inc.
• Observe Cresud Inc.'s financial reports and operational updates for insights into the company's performance.

Key Dates

Keywords

Cresud Inc., Schedule 13G, Kopernik Global Investors, David B. Iben, American Depositary Shares, Beneficial Ownership, SEC Filing, Investment Adviser