Q4 2023 · 13F-HR
Naman Capital Ltdaholdings as filed
Filed 2024-02-14 · accession 0000919574-24-001279
$157.0M
Reported value
11
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 90400P101 | UGP | ULTRAPAR PARTICIPACOES SA | $76.3M | 48.6% | 14,079,999 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $16.9M | 10.8% | 45,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.3M | 9.09% | 40,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $12.7M | 8.06% | 120,000 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $10.9M | 6.97% | 1,000,000 | Common | SOLE |
| 74347B425 | SH1USD | PROSHARES TR | $6.8M | 4.30% | 520,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $5.6M | 3.59% | 40,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.4M | 3.46% | 10 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $3.9M | 2.49% | 344,547 | Common | SOLE |
| 74347Y771 | — | PROSHARES TR II | $2.5M | 1.61% | 300,000 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $1.6M | 1.04% | 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.