Kawa Capital Management, Inc — 13F Holdings & Portfolio

CIK 1534242 · latest 13F-HR filed 2026-01-21

Kawa Capital Management, Inc manages $43.2M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are BDN (36.37%), ONL (28.99%), ARE (18.33%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 1 new position, exited 2, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$43.2M

Long-equity book

Holdings

4

Distinct positions

Period

2025-12-31

Filed 2026-01-21

Q/Q Activity

+1 / −2 / ↑0 / ↓2

vs 2025-09-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • Vale SA-$4.0M -36.3%
  • Orion Properties Inc-$2.2M -15.2%
Show all 2

New Positions

  • Alexandria Real Estate Equities Inc$7.9M
Show all 1

Exited Positions

  • Gerdau SA$6.5M
  • Delek US Holdings Inc$6.5M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Brandywine Realty Trust BDN 105368203 $15.7M 36.37% 3,923,145 SH
2 Orion Properties Inc ONL 68629Y103 $12.5M 28.99% 5,474,027 SH
3 Alexandria Real Estate Equities Inc ARE 015271109 $7.9M 18.33% 160,000 SH
4 Vale SA VALE 91912E105 $7.1M 16.31% 520,000 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-01-21 $43.2M 4 0001534242-26-000001
2025-09-30 2025-10-06 $55.2M 5 0001534242-25-000015