Gavea Investimentos as of Sept. 30, 2019
Portfolio Holdings for Gavea Investimentos
Gavea Investimentos holds 6 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris International (PM) | 37.2 | $17M | 223k | 75.93 | |
| Vale (VALE) | 35.9 | $16M | 1.4M | 11.50 | |
| Walt Disney Company (DIS) | 26.7 | $12M | 93k | 130.32 | |
| Bank Of America Corporation option | 0.1 | $30k | 6.0k | 5.00 | |
| Vale S A option | 0.1 | $28k | 14k | 1.97 | |
| Jpmorgan Chase & Co option | 0.0 | $20k | 1.5k | 13.79 |
