Q2 2025 · 13F-HR
Naman Capital Ltdaholdings as filed
Filed 2025-08-14 · accession 0000919574-25-004789
$307.7M
Reported value
13
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $89.1M | 29.0% | 490,199 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $87.6M | 28.5% | 141,721 | Common | SOLE |
| 90400P101 | UGP | ULTRAPAR PARTICIPACOES SA | $46.2M | 15.0% | 14,079,999 | Common | SOLE |
| 464286608 | EZU | ISHARES INC | $26.9M | 8.73% | 451,750 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.2M | 4.93% | 31,200 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $12.3M | 4.01% | 24,800 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.3M | 2.37% | 10 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $7.1M | 2.31% | 40,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $6.0M | 1.96% | 34,200 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.6M | 1.18% | 10,200 | Common | SOLE |
| 86959K105 | SUZ | SUZANO S A | $3.2M | 1.05% | 344,547 | Common | SOLE |
| G9503X103 | WALD | WALDENCAST PLC | $1.9M | 0.62% | 776,722 | Common | SOLE |
| 22113B103 | CSAN | COSAN S A | $1.4M | 0.45% | 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.