Kawa Capital Management, Inc

CIK: 0001534242SEC EDGAR →

Portfolio Value

$43.2B

Holdings

4

As of

Q4 2025

New Positions

0

Closed Positions

1

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	BDN Brandywine Realty Trust	3,923,145	$15.7B	36.37%
2	ONL Orion Properties Inc	5,474,027	$12.5B	28.99%
3	ARE Alexandria Real Estate Equities Inc	160,000	$7.9B	18.33%
4	VALE Vale SA	520,000	$7.1B	16.31%

Quarterly Changes

Top Buys

ARENEW

$7.9B

Top Sells

GGBCLOSED

$6.5B

DKCLOSED

$6.5B

VALE↓ Decreased

$4.0B

New Positions (1)

$7.9B · 160K shares

Closed Positions (2)

$6.5B · 2.1M shares

$6.5B · 200K shares

Sector Breakdown

Sector	# Holdings	Value	%
Real Estate	3	$36.2B	83.7%
Basic Materials	1	$7.1B	16.3%