Gavea Investimentos as of Sept. 30, 2015
Portfolio Holdings for Gavea Investimentos
Gavea Investimentos holds 5 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cosan Ltd shs a | 54.7 | $61M | 21M | 2.89 | |
| ICICI Bank (IBN) | 16.4 | $18M | 2.2M | 8.38 | |
| Petroleo Brasileiro SA (PBR.A) | 12.0 | $13M | 3.6M | 3.68 | |
| Vale | 9.7 | $11M | 3.2M | 3.35 | |
| Taiwan Semiconductor Mfg (TSM) | 7.2 | $8.0M | 387k | 20.75 |
