Westwood Global Investments, LLC
Long book
$2.68B
Q1 2026
Positions
12
Top-10 weight
100%
concentration
Last quarter
+0.6%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsWestwood Global Investments, LLC is a concentrated fundamental stock-picker, running a $2.68B US long book across 12 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: CREDICORP LTD, ITAU UNIBANCO H-SPON PRF ADR, CIA DE MINAS BUENAVENTUR-ADR, TENARIS SA-ADR, AMERICA MOVIL SAB DE CV.
Over the last 9 quarters its long book ran on average 2pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-8.0%
Q2 2024
+4.9%
Q3 2024
-8.7%
Q4 2024
+13.5%
Q1 2025
+14.9%
Q2 2025
+12.1%
Q3 2025
+7.4%
Q4 2025
+21.8%
Q1 2026
+0.6%
Sector allocation
Financials 69%
Consumer discretionary 30%
Technology 1%
Long book by quarter
What does Westwood Global own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 20 | $2.68B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 16 | $1.97B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR/ANEW HOLDINGS | Dec 18, 2025 | 16 | $2.00B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 16 | $2.00B | confidential canonical | SEC ↗ |
| Q2 2025 | 13F-HR/ANEW HOLDINGS | Dec 18, 2025 | 17 | $1.85B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 17 | $1.85B | confidential canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ANEW HOLDINGS | Dec 18, 2025 | 16 | $1.62B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 16 | $1.62B | confidential canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ANEW HOLDINGS | Dec 18, 2025 | 20 | $1.97B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ANEW HOLDINGS | Dec 18, 2025 | 20 | $1.97B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 20 | $1.97B | confidential canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 20 | $2.20B | confidential canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 20 | $2.01B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 20 | $2.20B | canonical | SEC ↗ |
Similar funds
Sanders Capital, LLCGATES FOUNDATION TRUSTEAGLE CAPITAL MANAGEMENT LLCWoodbridge Co LtdAlecta Tjanstepension OmsesidigtMubadala Investment Co PJSCH&H International Investment, LLCNewlands Management Operations LLCINVESTOR ABIndependent Franchise Partners LLPPineStone Asset Management Inc.Pentwater Capital Management LP