Filed: 8/14/2025ACC: 0000919574-25-004789
📋 What this filing means
NAMAN CAPITAL LTDA filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $307.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$307.73M
Total AUM (reported)
16.70M
Total Shares
Allocation by class
S&P500 EQL WGT$89.09M29.0%
TR UNIT$87.56M28.5%
SP ADR REP COM$46.18M15.0%
MSCI EURZONE ETF$26.86M8.7%
CL B NEW$15.16M4.9%
COM$12.34M4.0%
CL A$7.29M2.4%
Portfolio Concentration
Top 3$222.83M72.4%
4–10$78.38M25.5%
11–25$6.52M2.1%
Top 3 weight
72.4%
Top 10 weight
97.9%
Voting Authority Distribution
Total shares with voting rights: 16.70M
Sole
Full voting authority
16.70M
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)
Sole6
Shared0
Other7
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares490.20K
TypeSH
Market value$89.09M
28.95%
Sole
490.20K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
DFNDShares141.72K
TypeSH
Market value$87.56M
28.45%
Sole
141.72K
Shared
0.00
None
0.00
ULTRAPAR PARTICIPACOES SA
DFNDShares14.08M
TypeSH
Market value$46.18M
15.01%
Sole
14.08M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares451.75K
TypeSH
Market value$26.86M
8.73%
Sole
451.75K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.20K
TypeSH
Market value$15.16M
4.93%
Sole
31.20K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares24.80K
TypeSH
Market value$12.34M
4.01%
Sole
24.80K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.00
TypeSH
Market value$7.29M
2.37%
Sole
10.00
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares40K
TypeSH
Market value$7.10M
2.31%
Sole
40K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares34.20K
TypeSH
Market value$6.03M
1.96%
Sole
34.20K
Shared
0.00
None
0.00
VISA INC
DFNDShares10.20K
TypeSH
Market value$3.62M
1.18%
Sole
10.20K
Shared
0.00
None
0.00
SUZANO S A
SOLEShares344.55K
TypeSH
Market value$3.24M
1.05%
Sole
344.55K
Shared
0.00
None
0.00
WALDENCAST PLC
DFNDShares776.72K
TypeSH
Market value$1.90M
0.62%
Sole
776.72K
Shared
0.00
None
0.00
COSAN S A
SOLEShares271.94K
TypeSH
Market value$1.37M
0.45%
Sole
271.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 490.20K | SH | $89.09M 28.95% | 490.20K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 141.72K | SH | $87.56M 28.45% | 141.72K | 0.00 | 0.00 |
ULTRAPAR PARTICIPACOES SADFND | SP ADR REP COM | 14.08M | SH | $46.18M 15.01% | 14.08M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EURZONE ETF | 451.75K | SH | $26.86M 8.73% | 451.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.20K | SH | $15.16M 4.93% | 31.20K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 24.80K | SH | $12.34M 4.01% | 24.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 10.00 | SH | $7.29M 2.37% | 10.00 | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 40K | SH | $7.10M 2.31% | 40K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 34.20K | SH | $6.03M 1.96% | 34.20K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 10.20K | SH | $3.62M 1.18% | 10.20K | 0.00 | 0.00 |
SUZANO S ASOLE | SPON ADS | 344.55K | SH | $3.24M 1.05% | 344.55K | 0.00 | 0.00 |
WALDENCAST PLCDFND | CLASS A ORD SHS | 776.72K | SH | $1.90M 0.62% | 776.72K | 0.00 | 0.00 |
COSAN S ASOLE | ADS | 271.94K | SH | $1.37M 0.45% | 271.94K | 0.00 | 0.00 |