Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Naman Capital Ltda (CIK 1946136) reported $359.8M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($118.7M, 32.98%), RSP ($82.1M, 22.83%), UGP ($63.7M, 17.70%), EZU ($28.3M, 7.86%), BRK/B ($11.1M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $118.7M | 32.98% | 182,445 | Trimmed |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $82.1M | 22.83% | 427,975 | Hold |
| 3 | UGP | ULTRAPAR PARTICIPACOES SA | $63.7M | 17.70% | 12.7M | Trimmed |
| 4 | EZU | ISHARES INC | $28.3M | 7.86% | 451,750 | Hold |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.1M | 3.09% | 23,177 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $9.8M | 2.73% | 34,200 | Hold |
| 7 | V | VISA INC | $9.1M | 2.54% | 30,212 | Added |
| 8 | GOOG | ALPHABET INC | $8.8M | 2.45% | 30,760 | Hold |
| 9 | EWY | ISHARES INC | $8.7M | 2.43% | 71,018 | New |
| 10 | MSFT | MICROSOFT CORP | $7.7M | 2.13% | 20,675 | Hold |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.2M | 2.00% | 10 | Hold |
| 12 | SUZ | SUZANO S A | $3.4M | 0.96% | 344,547 | Hold |
| 13 | CSAN | COSAN S A | $1.1M | 0.31% | 271,941 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31