$154 Million is the total value of Bizma Investimentos Ltda's 18 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UGP | Buy | ULTRAPAR PARTICIPACOES SA | $46,087,000 | +11.8% | 16,708,667 | +7.0% | 30.00% | +24.3% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $14,116,000 | +18.0% | 40,000 | 0.0% | 9.19% | +31.2% | |
| MSFT | MICROSOFT CORP | $12,488,000 | -17.5% | 45,000 | 0.0% | 8.13% | -8.3% | |
| ORCL | ORACLE CORP | $9,928,000 | -5.1% | 120,000 | 0.0% | 6.46% | +5.5% | |
| MRK | MERCK & CO INC | $9,846,000 | +7.1% | 120,000 | 0.0% | 6.41% | +19.0% | |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $7,992,000 | -18.5% | 520,000 | -27.8% | 5.20% | -9.4% |
| ATVI | ACTIVISION BLIZZARD INC | $7,560,000 | +13.6% | 100,000 | 0.0% | 4.92% | +26.3% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $6,774,000 | -32.1% | 90,000 | -43.8% | 4.41% | -24.5% |
| JPM | JPMORGAN CHASE & CO | $5,968,000 | -24.6% | 50,000 | 0.0% | 3.88% | -16.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $5,289,000 | +17.4% | 10 | 0.0% | 3.44% | +30.5% | |
| PFE | Sell | PFIZER INC | $5,177,000 | -63.5% | 100,000 | -58.3% | 3.37% | -59.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,599,000 | -60.3% | 2,000 | -50.0% | 2.99% | -55.8% |
| WFC | WELLS FARGO CO NEW | $4,363,000 | -9.1% | 100,000 | 0.0% | 2.84% | +1.1% | |
| KHC | KRAFT HEINZ CO | $3,939,000 | +9.7% | 100,000 | 0.0% | 2.56% | +22.0% | |
| K | KELLOGG CO | $3,869,000 | +0.1% | 60,000 | 0.0% | 2.52% | +11.3% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $3,140,000 | -0.8% | 52,300 | 0.0% | 2.04% | +10.3% | |
| DIS | DISNEY WALT CO | $2,469,000 | -11.4% | 18,000 | 0.0% | 1.61% | -1.6% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-07
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ORACLE CORP | 20 | Q3 2023 | 10.1% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 11.2% |
| DISNEY WALT CO | 20 | Q3 2023 | 15.5% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 4.2% |
| PROSHARES TR | 18 | Q3 2023 | 16.7% |
| ACTIVISION BLIZZARD INC | 18 | Q2 2023 | 13.5% |
| MERCK & CO INC | 16 | Q3 2022 | 10.5% |
| PFIZER INC | 16 | Q3 2022 | 10.3% |
| ANHEUSER BUSCH INBEV SA/NV | 16 | Q3 2022 | 9.4% |
| KELLOGG CO | 16 | Q3 2022 | 4.1% |
View Bizma Investimentos Ltda's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-10-20 |
| 13F-HR/A | 2023-10-20 |
| 13F-HR/A | 2023-10-20 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-10-07 |
View Bizma Investimentos Ltda's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.