Kawa Capital Management as of June 30, 2025
Portfolio Holdings for Kawa Capital Management
Kawa Capital Management holds 6 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 30.3 | $15M | 3.5M | 4.29 | |
| Brighthouse Finl (BHF) | 16.3 | $8.1M | 150k | 53.77 | |
| Delek Us Holdings (DK) | 15.0 | $7.4M | 350k | 21.18 | |
| Vale S A Sponsored Ads (VALE) | 13.3 | $6.6M | 680k | 9.71 | |
| Orion Office Reit Inc-w/i (ONL) | 12.7 | $6.3M | 3.0M | 2.13 | |
| Gerdau S A Spon Adr Rep Pfd (GGB) | 12.4 | $6.1M | 2.1M | 2.92 |
