Gavea Investimentos

Gavea Investimentos as of Dec. 31, 2014

Portfolio Holdings for Gavea Investimentos

Gavea Investimentos holds 5 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cosan Ltd shs a 77.0 $164M 21M 7.75
Cemex SAB de CV (CX) 9.3 $20M 2.0M 10.19
iShares MSCI Germany Index Fund (EWG) 6.9 $15M 540k 27.41
SPDR KBW Regional Banking (KRE) 3.9 $8.3M 204k 40.70
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 2.9 $6.1M 103k 59.39