GFS ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 574K | $9.61M |
 | DOW | 500K | $11.69M |
 | TV | 447K | $1.30M |
 | BXMT | 413K | $7.91M |
 | PFE | 395K | $9.84M |
 | BBVA | 318K | $7.40M |
 | DIS | 284K | $32.34M |
 | AMZN | 225K | $11.40M |
 | KREF | 211K | $1.73M |
 | STWD | 207K | $3.72M |
 | INTC | 194K | $7.17M |
 | BABA | 171K | $25.11M |
 | NKE | 139K | $8.88M |
 | KHC | 137K | $3.33M |
 | GOOGL | 124K | $38.84M |
 | UL | 120K | $7.83M |
 | ET | 109K | $1.80M |
 | OBDC | 102K | $1.27M |
 | WMT | 101K | $11.27M |
 | F | 100K | $1.31M |
Nu Holdings Ltd.
NU
Shares Held
574K
Value
$9.61M
Dow Inc.
DOW
Shares Held
500K
Value
$11.69M
Grupo Televisa, S.A.B.
TV
Shares Held
447K
Value
$1.30M
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
413K
Value
$7.91M
Pfizer Inc.
PFE
Shares Held
395K
Value
$9.84M
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
318K
Value
$7.40M
The Walt Disney Company
DIS
Shares Held
284K
Value
$32.34M
Amazon.com, Inc.
AMZN
Shares Held
225K
Value
$11.40M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
211K
Value
$1.73M
Starwood Property Trust, Inc.
STWD
Shares Held
207K
Value
$3.72M
Intel Corporation
INTC
Shares Held
194K
Value
$7.17M
Alibaba Group Holding Limited
BABA
Shares Held
171K
Value
$25.11M
NIKE, Inc.
NKE
Shares Held
139K
Value
$8.88M
The Kraft Heinz Company
KHC
Shares Held
137K
Value
$3.33M
Alphabet Inc.
GOOGL
Shares Held
124K
Value
$38.84M
Unilever PLC
UL
Shares Held
120K
Value
$7.83M
Energy Transfer LP
ET
Shares Held
109K
Value
$1.80M
Blue Owl Capital Corporation
OBDC
Shares Held
102K
Value
$1.27M
Walmart Inc.
WMT
Shares Held
101K
Value
$11.27M
Ford Motor Company
F
Shares Held
100K
Value
$1.31M