Kawa Capital Management, Inc 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Kawa Capital Management, Inc disclosed 4 US equity positions worth $36.9m in its Q4 2024 13F filing. The largest position was BDN at 39.9% of the reported book, followed by EWZ and VALE.
What did Kawa Capital Management, Inc own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BDN BRANDYWINE RLTY TR | Real Estate | 39.9% | $14.7m | 2,627,351 | – | |
| 2 | EWZ ISHARES INC | 24.4% | $9.0m | 400,000 | – | ||
| 3 | VALE VALE S A | Basic Materials | 24.0% | $8.9m | 1,000,000 | – | |
| 4 | DK DELEK US HLDGS INC NEW | Energy | 11.7% | $4.3m | 232,250 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.