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Antipodes Global Strategy exited its position in Brazilian pulp producer Suzano (SUZ) in Q2 2026.
The fund stated in its Q2 2026 investor letter that it exited Suzano S.A. (NYSE:SUZ) due to an oversupply of pulp threatening returns, leading to a narrowing margin of safety. Fund management expressed uncertainty about pulp prices returning to highs above $700 per ton, believing that new capacity would create pressure without significant supply cuts. Suzano's export pulp price in Q1 2026 was $562 per ton, and pulp EBITDA decreased by 11% year-over-year.
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