HoldingsChannel.com
BW Gestao de Investimentos Ltda. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES CONVERTIBLE BOND ETF (ICVT) 1,870,000 UNCH $117,268
     ICVT1,870,000UNCH$117,268
SHERWIN WILLIAMS CO THE 43,720 -13,250 $25,512
     SHW43,720-13,250$25,512
VANGUARD FTSE EUROPE ETF (VGK) 400,000 +400,000 $23,440
     VGK400,000+400,000$23,440
MERCADOLIBRE INC 35,150 +35,150 $20,104
     MELI35,150+35,150$20,104
KRANESHARES CSI CHINA INTERN (KWEB) 315,600 +215,600 $15,363
     KWEB315,600+215,600$15,363
ISHARES MSCI EMERGING MARKETS (EEM) 332,900 +332,900 $14,937
     EEM332,900+332,900$14,937
FACEBOOK INC CLASS A 65,000 +46,170 $13,341
     FB65,000+46,170$13,341
PETROLEO BRASIL SP PREF ADR      $12,140
     PBR.A600,000+600,000$8,952
     PBR200,000+200,000$3,188
ISHARES MSCI BRAZIL ETF (EWZ) 234,500 -230,000 $11,127
     EWZ234,500-230,000$11,127
ECOLAB INC 36,260 +36,260 $6,998
     ECL36,260+36,260$6,998
SALESFORCE.COM INC 40,000 +40,000 $6,506
     CRM40,000+40,000$6,506
ISHARES U.S. MEDICAL DEVICES E (IHI) 21,000 UNCH $5,551
     IHI21,000UNCH$5,551
MICROSOFT CORP 35,000 UNCH $5,520
     MSFT35,000UNCH$5,520
ISHARES MSCI UNITED KINGDOM (EWU) 150,000 +150,000 $5,115
     EWU150,000+150,000$5,115
NIKE INC CL B 50,300 UNCH $5,096
     NKE50,300UNCH$5,096
ALPHABET INC CL C 3,400 -1,000 $4,546
     GOOG3,400-1,000$4,546
AMAZON.COM INC 2,400 -1,000 $4,435
     AMZN2,400-1,000$4,435
FIDELITY NATIONAL INFO SERV 30,000 +30,000 $4,173
     FIS30,000+30,000$4,173
JD.COM INC ADR 110,000 +110,000 $3,875
     JD110,000+110,000$3,875
GLOBAL X COPPER MINERS ETF (COPX) 176,470 -235,571 $3,586
     COPX176,470-235,571$3,586
ADOBE INC 10,000 +10,000 $3,298
     ADBE10,000+10,000$3,298
ALIBABA GROUP HOLDING SP ADR 15,000 +6,500 $3,182
     BABA15,000+6,500$3,182
ALTERYX INC CLASS A 30,000 +30,000 $3,002
     AYX30,000+30,000$3,002
PHILIP MORRIS INTERNATIONAL 35,000 +35,000 $2,978
     PM35,000+35,000$2,978
FISERV INC 25,000 +25,000 $2,891
     FISV25,000+25,000$2,891
SERVICENOW INC 10,000 +10,000 $2,823
     NOW10,000+10,000$2,823
INTUIT INC 10,000 +10,000 $2,619
     INTU10,000+10,000$2,619
HUBSPOT INC 15,000 +15,000 $2,378
     HUBS15,000+15,000$2,378
COUPA SOFTWARE INC 15,000 +15,000 $2,194
     COUP15,000+15,000$2,194
ANHEUSER BUSCH INBEV SPN ADR 25,000 +15,000 $2,051
     BUD25,000+15,000$2,051
TWILIO INC A 15,800 +15,800 $1,553
     TWLO15,800+15,800$1,553
NEXSTAR MEDIA GROUP INC CL A 11,600 UNCH $1,360
     NXST11,600UNCH$1,360
EAGLE MATERIALS INC 14,805 UNCH $1,342
     EXP14,805UNCH$1,342
EXTENDED STAY AMERICA INC 84,441 UNCH $1,255
     STAY84,441UNCH$1,255
ALBANY INTL CORP CL A 16,402 UNCH $1,245
     AIN16,402UNCH$1,245
VIRTUS INVESTMENT PARTNERS 9,756 UNCH $1,188
     VRTS9,756UNCH$1,188
GCI LIBERTY INC CLASS A 16,325 UNCH $1,157
     GLIBA16,325UNCH$1,157
ESSENTIAL PROPERTIES REALTY 46,443 UNCH $1,152
     EPRT46,443UNCH$1,152
BRITISH AMERICAN TOB SP ADR 25,000 +25,000 $1,062
     BTI25,000+25,000$1,062
ECHOSTAR CORP A 24,016 UNCH $1,040
     SATS24,016UNCH$1,040
MCGRATH RENTCORP 13,340 -3,058 $1,021
     MGRC13,340-3,058$1,021
KADANT INC 9,500 UNCH $1,001
     KAI9,500UNCH$1,001
ASSURANT INC 7,555 -2,794 $990
     AIZ7,555-2,794$990
MAGELLAN HEALTH INC 12,658 UNCH $990
     MGLN12,658UNCH$990
MUELLER WATER PRODUCTS INC A 81,088 UNCH $971
     MWA81,088UNCH$971
CARDTRONICS PLC A 20,259 +20,259 $905
     CATM20,259+20,259$905
PACIFIC PREMIER BANCORP INC 27,402 UNCH $893
     PPBI27,402UNCH$893
CABOT MICROELECTRONICS CORP 6,142 UNCH $886
     CCMP6,142UNCH$886
DELUXE CORP 17,204 UNCH $859
     DLX17,204UNCH$859
XENIA HOTELS & RESORTS INC 39,285 UNCH $849
     XHR39,285UNCH$849

See Full List: All Stocks Held By BW Gestao de Investimentos Ltda.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BW Gestao de Investimentos Ltda.

Size ($ in 1000's)
At 12/31/2019: $383,636
At 09/30/2019: $265,392

BW Gestao de Investimentos Ltda. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BW Gestao de Investimentos Ltda. 13F filings. Link to 13F filings: SEC filings

BW Gestao de Investimentos Ltda. Top Holdings 13F Filings | www.HoldingsChannel.com

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