Filed: 1/21/2026ACC: 0001534242-26-000001
📋 What this filing means
KAWA CAPITAL MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $43.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4
Positions
$43.24M
Total AUM (reported)
10.08M
Total Shares
Allocation by class
COM$20.46M47.3%
SH BEN INT NEW$15.73M36.4%
SPONSORED ADS$7.05M16.3%
Portfolio Concentration
Top 3$36.19M83.7%
4–10$7.05M16.3%
Top 3 weight
83.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 10.08M
Sole
Full voting authority
10.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4
Rows:
Brandywine Realty Trust
SOLEShares3.92M
TypeSH
Market value$15.73M
36.37%
Sole
3.92M
Shared
0.00
None
0.00
Orion Properties Inc
SOLEShares5.47M
TypeSH
Market value$12.54M
28.99%
Sole
5.47M
Shared
0.00
None
0.00
Alexandria Real Estate Equities Inc
SOLEShares160K
TypeSH
Market value$7.93M
18.33%
Sole
160K
Shared
0.00
None
0.00
Vale SA
SOLEShares520K
TypeSH
Market value$7.05M
16.31%
Sole
520K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Brandywine Realty TrustSOLE | SH BEN INT NEW | 3.92M | SH | $15.73M 36.37% | 3.92M | 0.00 | 0.00 |
Orion Properties IncSOLE | COM | 5.47M | SH | $12.54M 28.99% | 5.47M | 0.00 | 0.00 |
Alexandria Real Estate Equities IncSOLE | COM | 160K | SH | $7.93M 18.33% | 160K | 0.00 | 0.00 |
Vale SASOLE | SPONSORED ADS | 520K | SH | $7.05M 16.31% | 520K | 0.00 | 0.00 |