Kawa Capital Management, Inc: VALE position timeline

Kawa Capital Management, Inc held 520,000 VALE shares at 2025-12-31 per its 13F-HR filed 2026-01-21.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 520,000 shares

   Change vs previous 13F -500,000 shares

   16.31% of the 13F portfolio, value $7,051,200.

   13F-HR 0001534242-26-000001 filed by Kawa Capital Management, Inc
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 1,020,000 shares

   Change vs previous 13F +340,000 shares

   20.08% of the 13F portfolio, value $11,077,200.

   13F-HR 0001534242-25-000015 filed by Kawa Capital Management, Inc
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F/A 680,000 shares

   Change vs previous 13F +80,000 shares

   12.03% of the 13F portfolio, value $6,602,800.

   13F-HR/A 0001534242-25-000012 filed by Kawa Capital Management, Inc
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 600,000 shares

   Change vs previous 13F -400,000 shares

   13.53% of the 13F portfolio, value $6,054,000.

   13F-HR 0001534242-25-000008 filed by Kawa Capital Management, Inc
   Filed 2025-06-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 1,000,000 shares

   Change vs previous 13F not available

   24.05% of the 13F portfolio, value $8,870,000.

   13F-HR 0001534242-25-000003 filed by Kawa Capital Management, Inc
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).