BW Gestao de Investimentos Ltda. Quant / Systematic

CIK: 0001568280 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 12, 2016

Total Value ($000): $167,468 (100.0% shares, 0.0% debt)

Holdings (80)

VOO VANGUARD S&P 500 ETF 20.0%
Value ($000) $33,415 Shares 177,211 Est. Cost $187.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 16.3%
Value ($000) $27,351 Shares 192,775 Est. Cost $131.53 Unrealized +0.8%
BRK/A BERKSHIRE HATHAWAY INC-CL A 14.9%
Value ($000) $24,974 Shares 117 Est. Cost $199512.94 Unrealized 0.0%
VEA VANGUARD FTSE DEVELOPED ETF 12.4%
Value ($000) $20,731 Shares 578,123 Est. Cost $38.84 Unrealized
VB VANGUARD SMALL-CAP ETF 3.6%
Value ($000) $6,110 Shares 54,786 Est. Cost $113.33 Unrealized
FEZ SPDR EURO STOXX 50 ETF 2.6%
Value ($000) $4,346 Shares 130,800 Est. Cost $33.78 Unrealized
FEZ SPDR EURO STOXX 50 ETF 1.3%
Value ($000) $2,243 Shares 67,498 Est. Cost $33.78 Unrealized
EWP ISHARES MSCI SPAIN INDEX FUND 1.3%
Value ($000) $2,234 Shares 82,196 Est. Cost $36.85 Unrealized
ORCL ORACLE CORP 1.3%
Value ($000) $2,131 Shares 52,100 Est. Cost $28.86 Unrealized +10.7%
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,088 Shares 37,800 Est. Cost $30.02 Unrealized +53.5%
AON PLC 1.0%
Value ($000) $1,744 Shares 16,700 Est. Cost $77.33 Unrealized
VWO VANGUARD EMERGING MARKET 1.0%
Value ($000) $1,680 Shares 48,573 Est. Cost $35.00 Unrealized
GOOG ALPHABET INC-CL C 1.0%
Value ($000) $1,596 Shares 2,142 Est. Cost $35.61 Unrealized -0.2%
AMZN AMAZON.COM INC 0.8%
Value ($000) $1,282 Shares 2,160 Est. Cost $15.84 Unrealized +79.1%
C CITIGROUP INC 0.7%
Value ($000) $1,223 Shares 29,300 Est. Cost $37.61 Unrealized -16.9%
UNH UNITED HEALTH GROUP INC 0.7%
Value ($000) $1,199 Shares 9,300 Est. Cost $59.09 Unrealized +70.8%
ISHARES MSCI JAPAN IDX 0.7%
Value ($000) $1,149 Shares 100,668 Est. Cost $11.41 Unrealized
ECL ECOLAB INC 0.7%
Value ($000) $1,149 Shares 10,300 Est. Cost $90.95 Unrealized +4.8%
KBE SPDR S&P BANK ETF 0.7%
Value ($000) $1,094 Shares 36,012 Est. Cost $32.79 Unrealized
TWENTY-FIRST CENTURY FOX - B 0.6%
Value ($000) $1,076 Shares 38,150 Est. Cost $31.59 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $963 Shares 9,400 Est. Cost $57.75 Unrealized +26.9%
MDLZ MONDELEZ INTERNATIONAL INC 0.6%
Value ($000) $955 Shares 23,800 Est. Cost $25.52 Unrealized +27.0%
AMERICAN CAPITAL LTD 0.6%
Value ($000) $938 Shares 61,550 Est. Cost $13.94 Unrealized
DISH NETWORK CORP - A 0.5%
Value ($000) $888 Shares 19,200 Est. Cost $60.38 Unrealized
TFSL TFS FINANCIAL CORP 0.5%
Value ($000) $829 Shares 47,720 Est. Cost $7.25 Unrealized +26.0%
AIN ALBANY INTL CORP-CL A 0.5%
Value ($000) $789 Shares 20,980 Est. Cost $31.70 Unrealized -1.8%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $765 Shares 5,400 Est. Cost $95.60 Unrealized +36.3%
SYNOVUS FINANCIAL CORP 0.4%
Value ($000) $722 Shares 24,990 Est. Cost $24.13 Unrealized
SATS ECHOSTAR CORP-A 0.4%
Value ($000) $721 Shares 16,280 Est. Cost $40.14 Unrealized -20.7%
MS MORGAN STANLEY 0.4%
Value ($000) $688 Shares 27,500 Est. Cost $21.86 Unrealized -11.7%
MAR MARRIOTT INTL - CL A - NEW 0.4%
Value ($000) $683 Shares 9,600 Est. Cost $59.55 Unrealized 0.0%
GOOGL ALPHABET INC-CL A 0.4%
Value ($000) $671 Shares 880 Est. Cost $36.73 Unrealized -0.5%
CORE-MARK HOLDING CO INC 0.4%
Value ($000) $662 Shares 8,112 Est. Cost $53.02 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $645 Shares 10,900 Est. Cost $41.85 Unrealized +7.2%
NOBLE ENERGY INC. 0.4%
Value ($000) $641 Shares 20,400 Est. Cost $63.97 Unrealized
NEENAH PAPER INC 0.4%
Value ($000) $626 Shares 9,827 Est. Cost $54.93 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIO 0.4%
Value ($000) $603 Shares 10,175 Est. Cost $33.89 Unrealized +35.8%
AIZ ASSURANT INC 0.3%
Value ($000) $566 Shares 7,335 Est. Cost $53.23 Unrealized +17.2%
MUSA MURPHY USA INC 0.3%
Value ($000) $563 Shares 9,166 Est. Cost $54.88 Unrealized +9.0%
DIAMOND RESORTS INTERNATIONA 0.3%
Value ($000) $562 Shares 23,125 Est. Cost $30.67 Unrealized
FOREST CITY REALTY TRUST- A 0.3%
Value ($000) $561 Shares 26,590 Est. Cost $21.10 Unrealized
ATLANTIC TELE-NETWORK INC 0.3%
Value ($000) $556 Shares 7,335 Est. Cost $53.87 Unrealized
WRB WR BERKLEY CORP 0.3%
Value ($000) $545 Shares 9,700 Est. Cost $9.82 Unrealized +24.7%
TWENTY-FIRST CENTURY FOX INC 0.3%
Value ($000) $533 Shares 19,125 Est. Cost $29.75 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $512 Shares 37,900 Est. Cost $13.13 Unrealized -17.3%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $502 Shares 3,200 Est. Cost $128.81 Unrealized -2.0%
NPO ENPRO INDUSTRIES INC 0.3%
Value ($000) $497 Shares 8,615 Est. Cost $68.11 Unrealized -29.2%
MFA FINANCIAL INC 0.3%
Value ($000) $478 Shares 69,822 Est. Cost $7.62 Unrealized
CLW CLEARWATER PAPER CORP 0.3%
Value ($000) $464 Shares 9,563 Est. Cost $65.51 Unrealized -36.4%
CASH AMERICA INTL INC 0.3%
Value ($000) $456 Shares 11,811 Est. Cost $22.85 Unrealized
AIR METHODS CORP 0.3%
Value ($000) $454 Shares 12,530 Est. Cost $52.03 Unrealized
DENNY'S CORPORATION 0.3%
Value ($000) $431 Shares 41,596 Est. Cost $7.40 Unrealized
KAI KADANT INC 0.3%
Value ($000) $430 Shares 9,520 Est. Cost $35.46 Unrealized +3.3%
DELTIC TIMBER CORP 0.2%
Value ($000) $406 Shares 6,748 Est. Cost $66.69 Unrealized
LIBERTY LILAC GROUP-C 0.2%
Value ($000) $399 Shares 10,525 Est. Cost $36.75 Unrealized
STARWOOD HOTELS & RESORTS 0.2%
Value ($000) $388 Shares 4,650 Est. Cost $69.25 Unrealized
MGRC MCGRATH RENTCORP 0.2%
Value ($000) $387 Shares 15,425 Est. Cost $34.70 Unrealized -29.2%
NORTHSTAR ASSET MANAGEMEN-WI 0.2%
Value ($000) $378 Shares 33,312 Est. Cost $16.66 Unrealized
PRI PRIMERICA INC 0.2%
Value ($000) $363 Shares 8,145 Est. Cost $47.46 Unrealized -9.0%
NORTHSTAR REALTY FINANCE 0.2%
Value ($000) $353 Shares 26,900 Est. Cost $13.12 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.2%
Value ($000) $352 Shares 4,450 Est. Cost $79.46 Unrealized
CATO CATO CORP-CLASS A 0.2%
Value ($000) $333 Shares 8,640 Est. Cost $18.00 Unrealized +15.0%
CTS CTS CORP 0.2%
Value ($000) $324 Shares 20,565 Est. Cost $16.53 Unrealized -14.1%
FIS FIDELITY NATIONAL INFORMATIO 0.2%
Value ($000) $310 Shares 4,900 Est. Cost $50.57 Unrealized 0.0%
PROVIDENCE SERVICE CORP 0.2%
Value ($000) $307 Shares 6,005 Est. Cost $51.12 Unrealized
KHC KRAFT HEINZ CO/THE 0.2%
Value ($000) $299 Shares 3,800 Est. Cost $47.82 Unrealized +1.0%
PARR PAR PACIFIC HOLDINGS INC 0.2%
Value ($000) $295 Shares 15,749 Est. Cost $19.93 Unrealized +7.7%
CASY CASEYS GENERAL STORES INC 0.2%
Value ($000) $291 Shares 2,567 Est. Cost $64.98 Unrealized +60.2%
FSS FEDERAL SIGNAL CORP 0.2%
Value ($000) $287 Shares 21,670 Est. Cost $13.80 Unrealized -10.4%
DIGITALGLOBE INC 0.2%
Value ($000) $279 Shares 16,140 Est. Cost $25.91 Unrealized
DISCOVERY COMMUNICATIONS-A 0.2%
Value ($000) $262 Shares 9,150 Est. Cost $34.49 Unrealized
DST SYSTEMS INC 0.2%
Value ($000) $253 Shares 2,240 Est. Cost $112.95 Unrealized
RNST RENASANT CORP 0.1%
Value ($000) $246 Shares 7,460 Est. Cost $30.71 Unrealized +3.6%
NATIONAL GENERAL HLDGS 0.1%
Value ($000) $230 Shares 10,665 Est. Cost $16.87 Unrealized
VALEANT PHARMACEUTICALS INTE 0.1%
Value ($000) $216 Shares 8,225 Est. Cost $113.83 Unrealized
MMS MAXIMUS INC 0.1%
Value ($000) $204 Shares 3,884 Est. Cost $51.00 Unrealized 0.0%
ORITANI FINANCIAL CORP 0.1%
Value ($000) $200 Shares 11,795 Est. Cost $14.60 Unrealized
MAIDEN HOLDINGS LTD 0.1%
Value ($000) $160 Shares 12,395 Est. Cost $11.07 Unrealized
AROC ARCHROCK INC 0.1%
Value ($000) $121 Shares 15,139 Est. Cost $8.04 Unrealized -60.1%
DESTINATION MATERNITY CORP 0.1%
Value ($000) $111 Shares 16,299 Est. Cost $15.45 Unrealized