Kawa Capital Management, Inc 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · this is the latest filing on record
Kawa Capital Management, Inc disclosed 4 US equity positions worth $43.2m in its Q4 2025 13F filing. The largest position was BDN at 36.4% of the reported book, followed by ONL and ARE. Against the Q3 2025 filing, it opened 1 new position, added to 0 and reduced 1 among the top 4 holdings.
What did Kawa Capital Management, Inc own in Q4 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BDN Brandywine Realty Trust | Real Estate | 36.4% | $15.7m | 3,923,145 | 0% | held |
| 2 | ONL Orion Properties Inc | Real Estate | 29.0% | $12.5m | 5,474,027 | 0% | held |
| 3 | ARE Alexandria Real Estate Equities Inc | Real Estate | 18.3% | $7.9m | 160,000 | – | new |
| 4 | VALE Vale SA | Basic Materials | 16.3% | $7.1m | 520,000 | -49% | reduced |
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.