Q2 2023 · 13F-HR
Naman Capital Ltdaholdings as filed
Filed 2023-08-14 · accession 0000919574-23-004602
$147.1M
Reported value
11
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 90400P101 | UGP | ULTRAPAR PARTICIPACOES SA | $65.7M | 44.6% | 16,708,667 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $15.3M | 10.4% | 45,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $14.3M | 9.72% | 120,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.6M | 9.27% | 40,000 | Common | SOLE |
| 00507V109 | AIY | ACTIVISION BLIZZARD INC | $8.4M | 5.73% | 100,000 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $7.7M | 5.25% | 1,000,000 | Common | SOLE |
| 74347B425 | SH1USD | PROSHARES TR | $7.2M | 4.91% | 520,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 3.52% | 10 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $4.8M | 3.29% | 40,000 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $3.2M | 2.16% | 344,547 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $1.6M | 1.09% | 18,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.