
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | THC | 418K | $84.87M |
![]() | IAG | 400K | $5.17M |
![]() | GLOB | 382K | $21.92M |
![]() | HPE | 360K | $8.84M |
![]() | EQT | 333K | $18.13M |
![]() | TECK | 324K | $14.20M |
![]() | VRNS | 320K | $18.38M |
![]() | CVS | 310K | $23.37M |
![]() | NU | 300K | $4.80M |
![]() | HUT | 280K | $9.75M |
![]() | IFF | 216K | $13.27M |
![]() | EXE | 212K | $22.55M |
![]() | ONON | 200K | $8.47M |
![]() | STNE | 200K | $3.78M |
![]() | YPF | 191K | $4.64M |
![]() | AR | 172K | $5.76M |
![]() | CCL | 160K | $4.63M |
![]() | JEF | 160K | $10.47M |
![]() | RRC | 155K | $5.83M |
![]() | OC | 144K | $20.37M |

Tenet Healthcare Corporation
THC
Shares Held
418K
Value
$84.87M

IAMGOLD Corporation
IAG
Shares Held
400K
Value
$5.17M

Globant S.A.
GLOB
Shares Held
382K
Value
$21.92M

Hewlett Packard Enterprise Company
HPE
Shares Held
360K
Value
$8.84M

EQT Corporation
EQT
Shares Held
333K
Value
$18.13M

Teck Resources Limited
TECK
Shares Held
324K
Value
$14.20M

Varonis Systems, Inc.
VRNS
Shares Held
320K
Value
$18.38M

CVS Health Corporation
CVS
Shares Held
310K
Value
$23.37M

Nu Holdings Ltd.
NU
Shares Held
300K
Value
$4.80M

Hut 8 Corp.
HUT
Shares Held
280K
Value
$9.75M

International Flavors & Fragrances Inc.
IFF
Shares Held
216K
Value
$13.27M

Expand Energy Corporation
EXE
Shares Held
212K
Value
$22.55M

On Holding AG
ONON
Shares Held
200K
Value
$8.47M

StoneCo Ltd.
STNE
Shares Held
200K
Value
$3.78M

YPF Sociedad Anónima
YPF
Shares Held
191K
Value
$4.64M

Antero Resources Corporation
AR
Shares Held
172K
Value
$5.76M

Carnival Corporation & plc
CCL
Shares Held
160K
Value
$4.63M

Jefferies Financial Group Inc.
JEF
Shares Held
160K
Value
$10.47M

Range Resources Corporation
RRC
Shares Held
155K
Value
$5.83M

Owens Corning
OC
Shares Held
144K
Value
$20.37M
