$140 Million is the total value of Bizma Investimentos Ltda's 18 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UGP | ULTRAPAR PARTICIPACOES SA | $39,265,000 | -14.8% | 16,708,667 | 0.0% | 28.00% | -6.7% | |
| MSFT | MICROSOFT CORP | $11,557,000 | -7.5% | 45,000 | 0.0% | 8.24% | +1.4% | |
| MRK | MERCK & CO INC | $10,940,000 | +11.1% | 120,000 | 0.0% | 7.80% | +21.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $10,921,000 | -22.6% | 40,000 | 0.0% | 7.79% | -15.3% | |
| SH | PROSHARES TRshort s&p 500 ne | $8,580,000 | +7.4% | 520,000 | 0.0% | 6.12% | +17.6% | |
| ORCL | ORACLE CORP | $8,384,000 | -15.6% | 120,000 | 0.0% | 5.98% | -7.5% | |
| ATVI | ACTIVISION BLIZZARD INC | $7,786,000 | +3.0% | 100,000 | 0.0% | 5.55% | +12.8% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $6,930,000 | +2.3% | 90,000 | 0.0% | 4.94% | +12.1% | |
| JPM | JPMORGAN CHASE & CO | $5,631,000 | -5.6% | 50,000 | 0.0% | 4.02% | +3.4% | |
| PFE | PFIZER INC | $5,243,000 | +1.3% | 100,000 | 0.0% | 3.74% | +10.9% | |
| GOOG | ALPHABET INCcap stk cl c | $4,375,000 | -4.9% | 2,000 | 0.0% | 3.12% | +4.2% | |
| K | KELLOGG CO | $4,280,000 | +10.6% | 60,000 | 0.0% | 3.05% | +21.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,090,000 | -22.7% | 10 | 0.0% | 2.92% | -15.3% | |
| WFC | WELLS FARGO CO NEW | $3,917,000 | -10.2% | 100,000 | 0.0% | 2.79% | -1.7% | |
| KHC | KRAFT HEINZ CO | $3,814,000 | -3.2% | 100,000 | 0.0% | 2.72% | +6.1% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $2,818,000 | -10.3% | 52,300 | 0.0% | 2.01% | -1.7% | |
| DIS | DISNEY WALT CO | $1,699,000 | -31.2% | 18,000 | 0.0% | 1.21% | -24.6% |
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.