BW Gestao de Investimentos Ltda.
Position in OPTU — Optimum Communications, Inc.
CIK 1568280
SAO PAULO, D5
Position in OPTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,174,110
+$10,052,826 QoQ
Shares Held
8,395,938
+414.5% QoQ
Ownership
3.08%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#7
of 193 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPTU Over Time
Shares Held
Position Value (USD)
Derivatives in OPTU
reported options exposure · as of Jun 30, 2026CallValue
$5,800,000
CallShares
4,000,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Telecom Services
Communication Services · as of Jun 30, 2026BW Gestao de Investimentos Ltda. holds $55,925,920 across 4 Telecom Services names. OPTU ranks #2 (21.8% of the industry book) .
All Filings in OPTU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,174,110 | 8,395,938 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $5,800,000 | 4,000,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $2,121,284 | 1,631,757 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,618,315 | 980,797 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||