Stock Taper 
BW GESTAO DE INVESTIMENTOS LTDA.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Hershey Company | HSY | 9.05K | $1.59M |
 Lennar Corporation | LEN | 8.62K | $780.02K |
 LATAM Airlines Group S.A. | LTM | 8K | $466.16K |
 Cummins Inc. | CMI | 7.39K | $5.27M |
 Comfort Systems USA, Inc. | FIX | 6.9K | $13.68M |
 Linde plc | LIN | 6.87K | $3.56M |
 Sempra | SRE | 5.83K | $540.13K |
 Credo Technology Group Holding Ltd | CRDO | 5.52K | $1.5M |
 TE Connectivity plc | TEL | 5.2K | $1.05M |
 Xylem Inc. | XYL | 5.15K | $608.66K |
 Accenture plc | ACN | 5.1K | $634.64K |
 Coherent, Inc. | COHR | 5K | $1.97M |
 Bristol-Myers Squibb Company | BMY | 4.35K | $250.65K |
 Block, Inc. | XYZ | 4.27K | $324.52K |
 Dell Technologies Inc. | DELL | 3.85K | $1.66M |
 Arm Holdings plc American Depositary Shares | ARM | 3.85K | $1.37M |
 CrowdStrike Holdings, Inc. | CRWD | 3.57K | $2.73M |
 Moog Inc. | MOG-A | 3.4K | $1.44M |
 Murphy USA Inc. | MUSA | 2.91K | $1.57M |
 Veralto Corporation | VLTO | 2.67K | $236.78K |