Naman Capital Ltda Concentrated Active

CIK: 0001946136 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $356,297 (100.0% shares, 0.0% debt)

Holdings (12)

SPY SPDR S&P 500 ETF TR 32.3%

Value ($000) $115,212 Shares 172,944 Est. Cost $586.05 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 26.2%

Value ($000) $93,275 Shares 491,699 Est. Cost $174.96 Unrealized —

UGP ULTRAPAR PARTICIPACOES SA 16.2%

Value ($000) $57,728 Shares 14,079,999 Est. Cost $3.82 Unrealized —

EZU ISHARES INC 7.9%

Value ($000) $27,981 Shares 451,750 Est. Cost $53.26 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 4.4%

Value ($000) $15,685 Shares 31,200 Est. Cost $209.83 Unrealized +130.8%

MSFT MICROSOFT CORP 3.6%

Value ($000) $12,845 Shares 24,800 Est. Cost $156.34 Unrealized +225.4%

GOOG ALPHABET INC 2.7%

Value ($000) $9,742 Shares 40,000 Est. Cost $108.64 Unrealized +93.2%

GOOGL ALPHABET INC 2.3%

Value ($000) $8,314 Shares 34,200 Est. Cost $174.14 Unrealized +20.1%

BRK/A BERKSHIRE HATHAWAY INC DEL 2.1%

Value ($000) $7,542 Shares 10 Est. Cost $302764.94 Unrealized +140.1%

V VISA INC 1.0%

Value ($000) $3,482 Shares 10,200 Est. Cost $346.99 Unrealized -0.5%

SUZ SUZANO S A 0.9%

Value ($000) $3,239 Shares 344,547 Est. Cost $8.47 Unrealized —

CSAN COSAN S A 0.4%

Value ($000) $1,251 Shares 271,941 Est. Cost $5.44 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	172,944	$115,212	32.3%	$586.05	—	TR UNIT	78462F103
RSP	INVESCO EXCHANGE TRADED FD T	491,699	$93,275	26.2%	$174.96	—	S&P500 EQL WGT	46137V357
UGP	ULTRAPAR PARTICIPACOES SA	14,079,999	$57,728	16.2%	$3.82	—	SP ADR REP COM	90400P101
EZU	ISHARES INC	451,750	$27,981	7.9%	$53.26	—	MSCI EURZONE ETF	464286608
BRK/B	BERKSHIRE HATHAWAY INC DEL	31,200	$15,685	4.4%	$209.83	+130.8%	CL B NEW	084670702
MSFT	MICROSOFT CORP	24,800	$12,845	3.6%	$156.34	+225.4%	COM	594918104
GOOG	ALPHABET INC	40,000	$9,742	2.7%	$108.64	+93.2%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	34,200	$8,314	2.3%	$174.14	+20.1%	CAP STK CL A	02079K305
BRK/A	BERKSHIRE HATHAWAY INC DEL	10	$7,542	2.1%	$302764.94	+140.1%	CL A	084670108
V	VISA INC	10,200	$3,482	1.0%	$346.99	-0.5%	COM CL A	92826C839
SUZ	SUZANO S A	344,547	$3,239	0.9%	$8.47	—	SPON ADS	86959K105
CSAN	COSAN S A	271,941	$1,251	0.4%	$5.44	—	ADS	22113B103