Kawa Capital Management, Inc — 13F holdings

Kawa Capital Management, Inc reported 4 holdings worth $43.2M in its 13F filing for Q4 2025, filed January 21, 2026.

Largest positions

1. BDN BRANDYWINE RLTY TR — $15.7M (36.4%)
2. ONL ORION PROPERTIES INC — $12.5M (29.0%)
3. ARE ALEXANDRIA REAL ESTATE EQ IN — $7.93M (18.3%)
4. VALE VALE S A — $7.05M (16.3%)