Managers / Q1 2026
GFS Advisors, LLC
CIK 0001427263 · 1330 POST OAK BLVD, SUITE 2100, HOUSTON, TX, 77056 · 713-968-0400
Reported Value
$1.6B
Q1 2026
Positions
319
includes revealed positions
Filings on Record
33
2019–present window
Filed
Apr 30, 2026
original filing
Summary
Gfs Advisors, Llc reported $1.6B in U.S.-listed holdings across 319 positions for Q1 2026.
Its largest position, CRWD, represents 2.2% of the portfolio.
Compared with Q4 2025, the fund opened 96 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026REVEALED
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026REVEALED | $1.6B | 319 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $842M | 173 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $784M | 147 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $731M | 146 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $498M | 122 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $658M | 152 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $470M | 111 | Oct 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $620M | 201 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $604M | 146 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $684M | 152 | Jan 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $643M | 151 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $450M | 135 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $435M | 137 | Apr 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $444.8B | 134 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $417M | 139 | Oct 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $447M | 136 | Jul 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $475M | 152 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $606M | 173 | Jan 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $460M | 171 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $444M | 152 | Jul 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $428M | 141 | May 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $381M | 132 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $328M | 120 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $324M | 125 | Jul 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $320M | 122 | May 13, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2019 | $383M | 124 | Jan 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $358M | 118 | Nov 12, 2019 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2019 | $351M | 119 | Aug 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $338M | 109 | May 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $374M | 118 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.