Kawa Capital Management, Inc

CIK: 0001534242SEC EDGAR →

Portfolio Value

$43.2M

Holdings

4

As of

Q4 2025

New Positions

0

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Brandywine Realty Trust

3,923,145$15.7M
36.37%
2

Orion Properties Inc

5,474,027$12.5M
28.99%
3

Alexandria Real Estate Equities Inc

160,000$7.9M
18.33%
4

Vale SA

520,000$7.1M
16.31%

Quarterly Changes

Top Buys

ARENEW
$7.9M

Top Sells

GGBCLOSED
$6.5M
DKCLOSED
$6.5M
VALE↓ Decreased
$4.0M

New Positions (1)

$7.9M · 160K shares

Closed Positions (2)

$6.5M · 2.1M shares
$6.5M · 200K shares

Sector Breakdown

Sector# HoldingsValue%
Real Estate3$36.2M83.7%
Basic Materials1$7.1M16.3%