Kawa Capital Management, Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Kawa Capital Management, Inc reported 6 stock positions worth $54.9 million. Its top holding was Brandywine Realty Trust (BDN) at 27.4% of the portfolio, followed by Orion Properties (ONL, 21.2%) and Brighthouse Financial (BHF, 14.7%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 3 and reduced 1. The biggest buy was a new position in Brighthouse Financial (BHF) and the biggest sale an exit from iShares MSCI Brazil ETF (EWZ).
- Most Recent 13F
- Q4 2025
- Location
- HALLANDALE BEACH, FL
- CIK
- 0001534242
- Portfolio Value
- $54.9M (Q2 2025)
- SEC Filing
- 0001534242-25-000012 ↗ filed Jul 10, 2025
Holdings Value
Holdings 6 stocks · $54.9M
| BDN Brandywine Realty Trust | 27.36% | 3,500,000 | $15.0M | Add +16.7% |
| ONL Orion Properties Inc. | 21.25% | 5,474,027 | $11.7M | Add +116.6% |
| BHF Brighthouse Financial Inc. | 14.70% | 150,000 | $8.1M | New |
| DK Delek US Holdings Inc. | 13.51% | 350,000 | $7.4M | Reduce -12.5% |
| VALE Vale SA-SP ADR | 12.03% | 680,000 | $6.6M | Add +13.3% |
| GGB Gerdau SA -Spon ADR | 11.15% | 2,094,404 | $6.1M | No change |