Titelia

Holdings of BW Gestao de Investimentos Ltda.

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Net assets
-
Positions
218 in 8 countries
Top ten
26.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Marathon Petroleum Corp 2,130520.1K $
202Caterpillar Inc 680481.8K $
203Merck & Co Inc 3,785455.3K $
204Targa Resources Corp 1,675420K $
205Prologis Inc 3,138414.8K $
206Gulfport Energy Corp 1,895400.9K $
207Charles Schwab Corp/The 3,935369.8K $
208Coca-Cola Co/The 4,817366.3K $
209Corteva Inc 3,979333.1K $
210Stryker Corp 812266.8K $
211Thermo Fisher Scientific Inc 533262K $
212Simon Property Group Inc 1,304243.2K $
213Moody's Corp 539235.1K $
214Air Lease Corp 3,517228.4K $
215Mettler-Toledo International Inc 161203.1K $
216Camden Property Trust 2,077202.8K $
217Healthpeak Properties Inc 11,304185.7K $
218XEROX HOLDINGS CORP 597,54054.1K $

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Sector breakdown

  • Funds 10.1 %
  • Technology 8.2 %
  • Utilities 7.6 %
  • Materials 6.0 %
  • Industrials 4.7 %
  • Financials 4.5 %
  • Health care 3.3 %
  • Communication 2.9 %
  • Consumer discretionary 2.5 %
  • Energy 1.3 %
  • Consumer staples 0.3 %
  • Unattributed 48.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 97.6 %
  • Brazil 0.5 %
  • Luxembourg 0.5 %
  • United Kingdom 0.4 %
  • Mexico 0.4 %
  • South Korea 0.4 %
  • Colombia 0.1 %
  • Netherlands 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2091.9B $97.58 %
2Brazil29.4M $0.49 %
3Luxembourg18.9M $0.46 %
4United Kingdom28.4M $0.43 %
5Mexico17.9M $0.41 %
6South Korea17.7M $0.40 %
7Colombia12.4M $0.12 %
8Netherlands12.1M $0.11 %
Cite this page

Titelia. "Holdings of BW Gestao de Investimentos Ltda.". https://titelia.com/en/funds/US13F1568280