
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ALIT | 7.51M | $4.37M |
![]() | CLVT | 5.92M | $14.99M |
![]() | EVEX | 3.69M | $9.14M |
![]() | AAL | 2.47M | $26.51M |
![]() | SOC | 2.13M | $35.17M |
![]() | CINT | 1.93M | $9.76M |
![]() | JBLU | 1.85M | $8.18M |
![]() | PATH | 1.64M | $18.19M |
![]() | CPRI | 1.20M | $21.09M |
![]() | XRX | 1.20M | $1.54M |
![]() | LDI | 1.15M | $1.63M |
![]() | VG | 1.07M | $16.93M |
![]() | PSKY | 1.03M | $9.28M |
![]() | UNIT | 1.03M | $9.65M |
![]() | FLG | 950K | $12.51M |
![]() | RBA | 725K | $69.51M |
![]() | VLY | 700K | $8.60M |
![]() | NTNX | 630K | $23.93M |
![]() | PCG | 583K | $10.25M |
Forgent Power Solutions, Inc. | FPS | 540K | $15.81M |

Alight, Inc.
ALIT
Shares Held
7.51M
Value
$4.37M

Clarivate Plc
CLVT
Shares Held
5.92M
Value
$14.99M

Eve Holding, Inc.
EVEX
Shares Held
3.69M
Value
$9.14M

American Airlines Group Inc.
AAL
Shares Held
2.47M
Value
$26.51M

Sable Offshore Corp.
SOC
Shares Held
2.13M
Value
$35.17M

CI&T Inc
CINT
Shares Held
1.93M
Value
$9.76M

JetBlue Airways Corporation
JBLU
Shares Held
1.85M
Value
$8.18M

UiPath Inc.
PATH
Shares Held
1.64M
Value
$18.19M

Capri Holdings Limited
CPRI
Shares Held
1.20M
Value
$21.09M

Xerox Holdings Corporation
XRX
Shares Held
1.20M
Value
$1.54M

loanDepot, Inc.
LDI
Shares Held
1.15M
Value
$1.63M

Venture Global, Inc.
VG
Shares Held
1.07M
Value
$16.93M

Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
1.03M
Value
$9.28M

Uniti Group Inc.
UNIT
Shares Held
1.03M
Value
$9.65M

Flagstar Financial, Inc.
FLG
Shares Held
950K
Value
$12.51M

RB Global, Inc.
RBA
Shares Held
725K
Value
$69.51M

Valley National Bancorp
VLY
Shares Held
700K
Value
$8.60M

Nutanix, Inc.
NTNX
Shares Held
630K
Value
$23.93M

PG&E Corporation
PCG
Shares Held
583K
Value
$10.25M
Forgent Power Solutions, Inc.
FPS
Shares Held
540K
Value
$15.81M
