本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Kawa Capital Management, Inc (CIK 1534242) reported $43.2M across 4 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: BDN ($15.7M, 36.37%), ONL ($12.5M, 28.99%), ARE ($7.9M, 18.33%), VALE ($7.1M, 16.31%), DK ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BDN | Brandywine Realty Trust | $15.7M | 36.37% | 3.9M | Hold |
| 2 | ONL | Orion Properties Inc | $12.5M | 28.99% | 5.5M | Hold |
| 3 | ARE | Alexandria Real Estate Equities Inc | $7.9M | 18.33% | 160,000 | New |
| 4 | VALE | Vale SA | $7.1M | 16.31% | 520,000 | Trimmed |
| 5 | DK | Delek US Holdings Inc | $0 | 0.00% | 0 | Exited |
| 6 | GGB | Gerdau SA | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2025-12-31