GFS ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TV | 2.14M | $5.76M |
 | NU | 628K | $10.06M |
 | BXMT | 510K | $9.38M |
 | PFE | 412K | $10.49M |
 | BBVA | 318K | $6.11M |
 | DIS | 284K | $32.57M |
 | INTC | 242K | $8.11M |
 | KREF | 216K | $1.95M |
 | BABA | 171K | $30.65M |
 | KHC | 137K | $3.57M |
 | UL | 135K | $7.98M |
 | MRK | 132K | $11.06M |
 | GOOGL | 131K | $31.84M |
 | CX | 127K | $1.14M |
 | NKE | 127K | $8.86M |
 | ET | 109K | $1.87M |
 | WMT | 102K | $10.50M |
 | SONO | 100K | $1.58M |
 | F | 100K | $1.20M |
 | OBDC | 99K | $1.26M |
Grupo Televisa, S.A.B.
TV
Shares Held
2.14M
Value
$5.76M
Nu Holdings Ltd.
NU
Shares Held
628K
Value
$10.06M
Blackstone Mortgage Trust, Inc.
BXMT
Shares Held
510K
Value
$9.38M
Pfizer Inc.
PFE
Shares Held
412K
Value
$10.49M
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
318K
Value
$6.11M
The Walt Disney Company
DIS
Shares Held
284K
Value
$32.57M
Intel Corporation
INTC
Shares Held
242K
Value
$8.11M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
216K
Value
$1.95M
Alibaba Group Holding Limited
BABA
Shares Held
171K
Value
$30.65M
The Kraft Heinz Company
KHC
Shares Held
137K
Value
$3.57M
Unilever PLC
UL
Shares Held
135K
Value
$7.98M
Merck & Co., Inc.
MRK
Shares Held
132K
Value
$11.06M
Alphabet Inc.
GOOGL
Shares Held
131K
Value
$31.84M
CEMEX, S.A.B. de C.V.
CX
Shares Held
127K
Value
$1.14M
NIKE, Inc.
NKE
Shares Held
127K
Value
$8.86M
Energy Transfer LP
ET
Shares Held
109K
Value
$1.87M
Walmart Inc.
WMT
Shares Held
102K
Value
$10.50M
Sonos, Inc.
SONO
Shares Held
100K
Value
$1.58M
Ford Motor Company
F
Shares Held
100K
Value
$1.20M
Blue Owl Capital Corporation
OBDC
Shares Held
99K
Value
$1.26M