Q1 2024 · 13F-HR
Naman Capital Ltdaholdings as filed
Filed 2024-05-15 · accession 0000919574-24-003183
$256.4M
Reported value
9
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $101.7M | 39.7% | 204,390 | Common | SOLE |
| 90400P101 | UGP | ULTRAPAR PARTICIPACOES SA | $80.5M | 31.4% | 14,079,999 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $18.9M | 7.38% | 45,000 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.8M | 6.56% | 40,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $15.1M | 5.88% | 120,000 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $6.5M | 2.54% | 1,000,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.3M | 2.47% | 10 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $6.1M | 2.38% | 40,000 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $4.4M | 1.72% | 344,547 | 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.