Q4 2024 |
80 |
$663M |
+$432M |
-$473M |
-$41.1M |
MDY, IJR, CPA, VINP, VALE
|
13F-HR |
2/7/2025, 04:27 PM |
Q3 2024 |
52 |
$750M |
+$467M |
-$390M |
+$76.8M |
RSP, EEM, VALE, PAGS, CPA
|
13F-HR |
12/12/2024, 10:05 AM |
Q2 2024 |
58 |
$659M |
+$209M |
-$639M |
-$431M |
VALE, CPA, VINP, XOP, TSM
|
13F-HR |
8/23/2024, 07:52 PM |
Q1 2024 |
78 |
$1.14B |
+$671M |
-$800M |
-$129M |
VALE, LQD, PBR, XLV, STNE
|
13F-HR |
8/23/2024, 05:15 PM |
Q4 2023 |
66 |
$1.29B |
+$567M |
-$1.26B |
-$694M |
IGSB, VALE, PBR, EWJ, EXTO
|
Restatement |
8/23/2024, 08:31 PM |
Q3 2023 |
152 |
$1.9B |
+$696M |
-$875M |
-$179M |
LQD, IGSB, PBR, FXI, BABA
|
13F-HR |
11/13/2023, 10:52 AM |
Q2 2023 |
108 |
$2.11B |
+$1.2B |
-$332M |
+$870M |
IGSB, LQD, HYG, SPY, PBR
|
13F-HR |
8/8/2023, 03:25 PM |
Q1 2023 |
58 |
$1.51B |
+$998M |
-$42M |
+$956M |
IGSB, XLE, XLP, XLV, FXI
|
13F-HR |
4/25/2023, 05:25 PM |
Q4 2022 |
80 |
$926M |
+$560M |
-$484M |
+$76M |
IGSB, GDX, FXI, SHEL, ERJ
|
13F-HR |
2/8/2023, 02:26 PM |
Q3 2022 |
98 |
$1.08B |
+$722M |
-$75.3M |
+$647M |
XLE, XLV, RIO, SHEL, VALE
|
13F-HR |
11/1/2022, 02:43 PM |
Q2 2022 |
63 |
$728M |
+$388M |
-$512M |
-$125M |
FXI, XLE, SHEL, ERJ, VLO
|
13F-HR |
8/11/2022, 10:22 AM |
Q1 2022 |
79 |
$1.57B |
+$1.2B |
-$64.2M |
+$1.14B |
SPY, ASHR, EMB, EWZ, VALE
|
13F-HR |
5/11/2022, 05:16 PM |
Q4 2021 |
56 |
$507M |
+$233M |
-$70.6M |
+$163M |
ERJ, EMB, ITUB, XLE, PSTH
|
13F-HR |
1/31/2022, 02:01 PM |
Q3 2021 |
32 |
$504M |
+$232M |
-$510M |
-$278M |
ERJ, EMB, EWZ, XLE, XLF
|
13F-HR |
10/25/2021, 04:19 PM |
Q2 2021 |
37 |
$803M |
+$552M |
-$335M |
+$217M |
XLF, XLU, MELI, EWW, ERJ
|
13F-HR |
8/5/2021, 10:35 AM |
Q1 2021 |
45 |
$536M |
+$270M |
-$646M |
-$377M |
EWZ, XLE, LPLA, XRT, TMUS
|
13F-HR |
5/4/2021, 07:49 AM |
Q4 2020 |
110 |
$970M |
+$557M |
-$189M |
+$368M |
EEM, XLI, XLF, XLE, SONY
|
13F-HR |
2/3/2021, 02:22 PM |
Q3 2020 |
118 |
$913M |
+$577M |
-$64.7M |
+$513M |
TMUS, XLY, SONY, ATUS, CCI
|
13F-HR |
10/29/2020, 01:28 PM |
Q2 2020 |
45 |
$589M |
+$466M |
-$130M |
+$336M |
CCI, SONY, TMUS, EQIX, CHTR
|
13F-HR |
8/5/2020, 11:50 AM |
Q1 2020 |
39 |
$557M |
+$463M |
-$116M |
+$347M |
MSFT, NTCO, MCHI, RIO, LQD
|
13F-HR |
4/28/2020, 05:30 PM |
Q4 2019 |
36 |
$643M |
+$353M |
-$114M |
+$238M |
EEM, TMUS, LOW, ARMK, RDSA
|
13F-HR |
1/28/2020, 07:43 AM |
Q3 2019 |
32 |
$588M |
+$271M |
-$75.3M |
+$196M |
VALE, ARMK, TMUS, EWZ, MELI
|
13F-HR |
10/16/2019, 12:08 PM |
Q2 2019 |
36 |
$657M |
+$477M |
-$19.7M |
+$457M |
VALE, EEM, EWY, ARMK, PBRA
|
13F-HR |
7/10/2019, 09:44 AM |
Q1 2019 |
37 |
$292M |
+$108M |
-$114M |
-$5.66M |
RDSA, ARMK, PBRA, EBAY, PAGS
|
13F-HR |
4/9/2019, 09:36 AM |
Q4 2018 |
40 |
$355M |
+$228M |
-$47.2M |
+$181M |
ARMK, BBD, EBAY, SPY, CFG
|
13F-HR |
1/23/2019, 01:43 PM |
Q3 2018 |
32 |
$255M |
|
|
|
EBAY, PBR, GPS, CFG, PBRA
|
New Holdings |
11/7/2018, 02:11 PM |
Q3 2018 |
15 |
$131M |
|
|
|
BAC, EBAY, VALE, FBR, BBD
|
New Holdings |
11/7/2018, 01:47 PM |
Q3 2018 |
45 |
$2.32B |
+$1.32B |
-$203M |
+$1.12B |
EBAY, PBR, GPS, CFG, PBRA
|
13F-HR |
11/7/2018, 07:04 AM |
Q2 2018 |
17 |
$139M |
|
|
|
BAC, EBAY, VALE, FBR, BBD
|
New Holdings |
11/7/2018, 02:19 PM |
Q2 2018 |
46 |
$1.42B |
+$1.35B |
-$19M |
+$1.34B |
BAC, EBAY, VALE, FBR, BBD
|
13F-HR |
11/7/2018, 07:25 AM |
Q1 2018 |
26 |
$185M |
+$110M |
-$42.2M |
+$67.4M |
PEP, VALE, LOMA, FBR, BMA
|
13F-HR |
11/9/2018, 01:31 PM |
Q4 2017 |
33 |
$268M |
+$203M |
-$83.1M |
+$120M |
XOM, TGS, LOMA, VALE, EWJ
|
13F-HR |
11/8/2018, 02:04 PM |
Q3 2017 |
22 |
$392M |
+$221M |
-$72.2M |
+$149M |
SPY, VALE, TGS, JPM, BAC
|
13F-HR |
11/9/2018, 07:08 AM |
Q2 2017 |
14 |
$234M |
|
|
|
SPY, TGS, PBRA, CZZ, ELV
|
13F-HR |
11/9/2018, 07:18 AM |
Q1 2017 |
11 |
$120M |
|
|
|
TGS, PBRA, EDN, CZZ, ABEV
|
New Holdings |
11/9/2018, 01:24 PM |
Q1 2017 |
20 |
$194M |
|
|
|
TGS, PBRA, PEP, EDN, LOMA
|
13F-HR |
11/8/2018, 01:56 PM |
Q4 2016 |
15 |
$201M |
+$99.7M |
-$14.8M |
+$84.9M |
TGS, PAM, EDN, ITCL, EWZ
|
13F-HR |
11/9/2018, 07:42 AM |
Q3 2016 |
22 |
$186M |
+$90M |
-$20.4M |
+$69.6M |
PZE, TGS, CZZ, ITCL, AMX
|
13F-HR |
11/16/2018, 12:01 PM |
Q2 2016 |
21 |
$193M |
+$87.9M |
-$16.4M |
+$71.5M |
PZE, YPF, TGS, PAM, FMX
|
13F-HR |
11/16/2018, 12:06 PM |
Q1 2016 |
18 |
$147M |
+$52.3M |
-$6.66M |
+$45.6M |
YPF, PZE, TGS, PAM, BCA
|
13F-HR |
11/16/2018, 12:12 PM |
Q4 2015 |
21 |
$146M |
+$97.5M |
-$8.41M |
+$89.1M |
YPF, XLY, PZE, TGS, BMA
|
13F-HR |
11/16/2018, 12:43 PM |
Q3 2015 |
17 |
$83.5M |
+$55.5M |
-$6.53M |
+$48.9M |
TGS, PAM, IP, ASR, IRS
|
13F-HR |
11/16/2018, 12:47 PM |
Q2 2015 |
33 |
$340M |
+$258M |
-$17.5M |
+$240M |
EWY, EEM, KO, XLY, FMX
|
13F-HR |
11/16/2018, 12:50 PM |
Q1 2015 |
22 |
$187M |
+$126M |
-$16.8M |
+$110M |
YPF, KO, ITUB, BAC, CZZ
|
13F-HR |
11/16/2018, 12:55 PM |
Q4 2014 |
33 |
$292M |
+$219M |
-$17.2M |
+$202M |
AAXJ, PBRA, CZZ, CX, XRT
|
13F-HR |
11/19/2018, 06:21 AM |
Q3 2014 |
28 |
$179M |
+$78.4M |
-$88.8M |
-$10.5M |
CZZ, CX, PBRA, BBD, OIBRCXXXX
|
13F-HR |
11/16/2018, 01:10 PM |
Q2 2014 |
33 |
$293M |
+$149M |
-$33.1M |
+$116M |
XLI, CZZ, EEM, ITUB, CX
|
13F-HR |
11/16/2018, 01:15 PM |
Q1 2014 |
57 |
$303M |
+$176M |
-$62M |
+$114M |
CZZ, ITUB, XLI, JPM, XLF
|
13F-HR |
11/16/2018, 01:19 PM |
Q4 2013 |
35 |
$232M |
+$61.5M |
-$48.9M |
+$12.5M |
CZZ, XLI, XLF, JPM, EWZ
|
13F-HR |
11/16/2018, 01:30 PM |
Q3 2013 |
58 |
$253M |
+$99.5M |
-$19M |
+$80.5M |
CZZ, XLI, JPM, BUD, MS
|
13F-HR |
11/19/2018, 07:29 AM |
Q2 2013 |
52 |
$187M |
+$97.9M |
-$28M |
+$69.8M |
CZZ, FDX, SDRLXXXX, AAPL, JPM
|
13F-HR |
11/19/2018, 06:38 AM |
Q1 2013 |
32 |
$212M |
+$176M |
-$6.51M |
+$169M |
CZZ, XLF, BTI, XLB, VNQ
|
13F-HR |
11/19/2018, 06:43 AM |
Q4 2012 |
25 |
$134M |
|
|
|
RIO, CZZ, ITUB, XLI, AAPL
|
13F-HR |
11/19/2018, 07:33 AM |