Kawa Capital Management, Inc

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Kawa Capital Management, Inc reported 4 stock positions worth $36.9 million. Its top holding was Brandywine Realty Trust (BDN) at 39.9% of the portfolio, followed by iShares MSCI Brazil ETF (EWZ, 24.4%) and Vale SA-SP ADR (VALE, 24.0%).

Most Recent 13F
Q4 2025
Location
HALLANDALE BEACH, FL
CIK
0001534242
Portfolio Value
$36.9M (Q4 2024)
SEC Filing
0001534242-25-000003 ↗ filed Feb 12, 2025

Holdings Value

0$20.0M$40.0M$60.0M Q4 2024: $36.9M $36.9M Q4 2024 Q1 2025: $44.7M Q1 2025 Q2 2025: $54.9M Q2 2025 Q3 2025: $55.2M Q3 2025 Q4 2025: $43.2M Q4 2025

Holdings 4 stocks · $36.9M
BDN Brandywine Realty Trust 39.89% 2,627,351 $14.7M —
EWZ iShares MSCI Brazil ETF 24.41% 400,000 $9.0M —
VALE Vale SA-SP ADR 24.05% 1,000,000 $8.9M —
DK Delek US Holdings Inc. 11.65% 232,250 $4.3M —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 4$43.2MBDN, ONL, ARE, VALE
Q3 2025 5$55.2MBDN, ONL, VALE, GGB, DK
Q2 2025Amended 6$54.9MBDN, ONL, BHF, DK, VALE
Q1 2025 6$44.7MBDN, EWZ, DK, VALE, GGB
Q4 2024 4$36.9MBDN, EWZ, VALE, DK