13F HOLDINGS REPORT
Kawa Capital Management, Inc
Quarter ended Q3 2025 · Filed October 6, 2025 · Accession 0001534242-25-000015
Total Value
$55.2M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Brandywine Realty Trust | 105368203 | 3,923,145 | $16.4M | 29.66% |
| 2 | Orion Properties Inc | ONL | 5,474,027 | $14.8M | 26.79% |
| 3 | Vale SA | VALE | 1,020,000 | $11.1M | 20.08% |
| 4 | Gerdau SA | GGB | 2,094,404 | $6.5M | 11.77% |
| 5 | Delek US Holdings Inc | DK | 200,000 | $6.5M | 11.70% |