
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ALIT | 9.07M | $29.57M |
![]() | PATH | 3.71M | $49.67M |
![]() | GFR | 3.27M | $15.12M |
![]() | CLVT | 2.87M | $10.97M |
![]() | EVEX | 2.46M | $9.38M |
![]() | CINT | 2.45M | $12.63M |
![]() | PRGO | 1.58M | $35.23M |
![]() | GT | 1.57M | $11.73M |
![]() | CPRI | 1.27M | $25.25M |
![]() | KVUE | 821K | $13.32M |
![]() | PENN | 726K | $13.99M |
![]() | VTEX | 701K | $3.07M |
![]() | AA | 690K | $22.69M |
![]() | RBA | 686K | $74.29M |
![]() | JBS | 662K | $9.88M |
![]() | FOUR | 633K | $48.98M |
![]() | NTNX | 557K | $41.41M |
![]() | NOG | 518K | $12.84M |
![]() | AMTM | 511K | $12.25M |
![]() | BIRK | 506K | $22.90M |

Alight, Inc.
ALIT
Shares Held
9.07M
Value
$29.57M

UiPath Inc.
PATH
Shares Held
3.71M
Value
$49.67M

Greenfire Resources Ltd.
GFR
Shares Held
3.27M
Value
$15.12M

Clarivate Plc
CLVT
Shares Held
2.87M
Value
$10.97M

Eve Holding, Inc.
EVEX
Shares Held
2.46M
Value
$9.38M

CI&T Inc
CINT
Shares Held
2.45M
Value
$12.63M

Perrigo Company plc
PRGO
Shares Held
1.58M
Value
$35.23M

The Goodyear Tire & Rubber Company
GT
Shares Held
1.57M
Value
$11.73M

Capri Holdings Limited
CPRI
Shares Held
1.27M
Value
$25.25M

Kenvue Inc.
KVUE
Shares Held
821K
Value
$13.32M

PENN Entertainment, Inc.
PENN
Shares Held
726K
Value
$13.99M

Vtex
VTEX
Shares Held
701K
Value
$3.07M

Alcoa Corporation
AA
Shares Held
690K
Value
$22.69M

RB Global, Inc.
RBA
Shares Held
686K
Value
$74.29M

JBS N.V.
JBS
Shares Held
662K
Value
$9.88M

Shift4 Payments, Inc.
FOUR
Shares Held
633K
Value
$48.98M

Nutanix, Inc.
NTNX
Shares Held
557K
Value
$41.41M

Northern Oil and Gas, Inc.
NOG
Shares Held
518K
Value
$12.84M

Amentum Holdings, Inc.
AMTM
Shares Held
511K
Value
$12.25M

Birkenstock Holding plc
BIRK
Shares Held
506K
Value
$22.90M
