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Kawa Capital Management, Inc

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13F filer, CIK 1534242, HALLANDALE BEACH, FL

Kawa Capital Management, Inc reported $43,240,243 across 4 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-21.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001534242-26-000001

Period
2025-12-31
Reported value
$43.2M
Holdings
4
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AREnew+160,000$7.93M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VALEreduced-500,000-$6.78M
GGBexited-2,094,404-$6.49M
DKexited-200,000-$6.45M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001534242-26-000001, largest first. % of portfolio is the value over $43,240,243, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BDNBRANDYWINE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,627,351 shares; 2025Q1: 3,000,000 shares; 2025Q2: 3,500,000 shares; 2025Q3: 3,923,145 shares; 2025Q4: 3,923,145 shares 3,923,145$15.7M36.37%0Timeline
ONLORION PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,527,038 shares; 2025Q2: 5,474,027 shares; 2025Q3: 5,474,027 shares; 2025Q4: 5,474,027 shares 5,474,027$12.5M28.99%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,000 shares 160,000$7.93M18.33%newTimeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,000,000 shares; 2025Q1: 600,000 shares; 2025Q2: 680,000 shares; 2025Q3: 1,020,000 shares; 2025Q4: 520,000 shares 520,000$7.05M16.31%-500,000Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GGBGERDAU SA2,094,404$6.49Mshares
DKDELEK US HLDGS INC NEW200,000$6.45Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001534242-26-000001 base2026-01-21acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001534242-26-000001 Quarter ended 2025-12-312026-01-21acceptance time not in the bulk data set
13F-HR 0001534242-25-000015 Quarter ended 2025-09-302025-10-06acceptance time not in the bulk data set
13F-HR/A 0001534242-25-000012 Quarter ended 2025-06-302025-07-10acceptance time not in the bulk data set
13F-HR 0001534242-25-000011 Quarter ended 2025-06-302025-07-10acceptance time not in the bulk data set
13F-HR 0001534242-25-000008 Quarter ended 2025-03-312025-06-02acceptance time not in the bulk data set
13F-HR 0001534242-25-000003 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001534242-23-000002 Quarter ended 2022-12-312023-02-01acceptance time not in the bulk data set
13F-HR 0001534242-22-000010 Quarter ended 2022-09-302022-11-08acceptance time not in the bulk data set
13F-HR 0001534242-22-000009 Quarter ended 2022-06-302022-08-11acceptance time not in the bulk data set
13F-HR 0001534242-22-000005 Quarter ended 2022-03-312022-05-09acceptance time not in the bulk data set
13F-HR 0001534242-22-000001 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set