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Kawa Capital Management, Inc

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13F filer, CIK 1534242, HALLANDALE BEACH, FL

Kawa Capital Management, Inc reported $55,163,240 across 5 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-06.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001534242-25-000015

Period
2025-09-30
Reported value
$55.2M
Holdings
5
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VALEadded+340,000$3.69M
BDNadded+423,145$1.76M

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
BHFexited-150,000-$8.07M
DKreduced-150,000-$4.84M

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, Q3 2025

Share positions as resolved from 13F-HR 0001534242-25-000015, largest first. % of portfolio is the value over $55,163,240, 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; 2023Q4: restricted; 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 3,923,145$16.4M29.66%+423,145Timeline
ONLORION PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 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 5,474,027$14.8M26.79%0Timeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 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 1,020,000$11.1M20.08%+340,000Timeline
GGBGERDAU SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,094,404 shares; 2025Q2: 2,094,404 shares; 2025Q3: 2,094,404 shares 2,094,404$6.49M11.77%0Timeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 232,250 shares; 2025Q1: 400,000 shares; 2025Q2: 350,000 shares; 2025Q3: 200,000 shares 200,000$6.45M11.7%-150,000Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
BHFBRIGHTHOUSE FINL INC150,000$8.07Mshares

How Q3 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 0001534242-25-000015 base2025-10-06acceptance time not in the bulk data set