Naman Capital Ltda Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$355.5M
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 192,877 | $131.5M | 36.99% | |
| 2 | RSPINVESCO EXCHANGE TRADED FD T | 427,975 | $82.0M | 23.06% | |
| 3 | UGRULTRAPAR PARTICIPACOES SA | 13,687,979 | $51.6M | 14.51% | |
| 4 | EZUISHARES INC | 451,750 | $29.0M | 8.15% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 31,200 | $15.7M | 4.41% | |
| 6 | GOOGLALPHABET INC | 34,200 | $10.7M | 3.01% | |
| 7 | MSFTMICROSOFT CORP | 20,675 | $10.0M | 2.81% | |
| 8 | GOOGALPHABET INC | 30,760 | $9.7M | 2.71% | |
| 9 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $7.5M | 2.12% | |
| 10 | VVISA INC | 10,200 | $3.6M | 1.01% | |
| 11 | SUZSUZANO S A | 344,547 | $3.2M | 0.90% | |
| 12 | CSANCOSAN S A | 271,941 | $1.1M | 0.30% |