Q4 2024 · 13F-HR
Naman Capital Ltdaholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001205
$167.4M
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $40.9M | 24.4% | 233,316 | Common | SOLE |
| 90400P101 | UGP | ULTRAPAR PARTICIPACOES SA | $37.0M | 22.1% | 14,079,999 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $28.6M | 17.1% | 48,837 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.1M | 8.45% | 31,200 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.5M | 6.25% | 24,800 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $10.0M | 5.97% | 60,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $7.6M | 4.55% | 40,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.8M | 4.07% | 10 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $3.7M | 2.19% | 912,423 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $3.5M | 2.08% | 344,547 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $3.2M | 1.90% | 16,800 | Common | SOLE |
| 22113B103 | CSAN | COSAN S A | $1.5M | 0.88% | 271,941 | 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.