Kawa Capital Management as of Sept. 30, 2025
Portfolio Holdings for Kawa Capital Management
Kawa Capital Management holds 5 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brandywine Realty Trust Sh Ben Int New (BDN) | 29.7 | $16M | 3.9M | 4.17 | |
| Orion Office Reit Inc-w/i (ONL) | 26.8 | $15M | 5.5M | 2.70 | |
| Vale SA Sponsored Ads (VALE) | 20.1 | $11M | 1.0M | 10.86 | |
| Gerdau SA Spon Adr Rep Pfd (GGB) | 11.8 | $6.5M | 2.1M | 3.10 | |
| Delek Us Holdings (DK) | 11.7 | $6.5M | 200k | 32.27 |
