13F HOLDINGS REPORT (Amended)
Kawa Capital Management, Inc
Quarter ended Q2 2025 · Filed July 10, 2025 · Accession 0001534242-25-000012
Total Value
$54.9M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRANDYWINE RLTY TR | 105368203 | 3,500,000 | $15.0M | 27.36% |
| 2 | ORION PROPERTIES INC | ONL | 5,474,027 | $11.7M | 21.25% |
| 3 | BRIGHTHOUSE FINL INC | 10922N103 | 150,000 | $8.1M | 14.70% |
| 4 | DELEK US HLDGS INC NEW | DK | 350,000 | $7.4M | 13.51% |
| 5 | VALE S A | VALE | 680,000 | $6.6M | 12.03% |
| 6 | GERDAU S A | GGB | 2,094,404 | $6.1M | 11.15% |