Naman Capital Ltda Concentrated Active

Location: Sao Paulo, Brazil

CIK: 0001946136 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 27, 2026

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

Holdings (12)

SPY SPDR S&P 500 ETF TR 37.0%

Value $132M Shares 192,877 Est. Cost $595.96 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 23.1%

Value $81.98M Shares 427,975 Est. Cost $174.96 Unrealized —

UGP ULTRAPAR PARTICIPACOES SA 14.5%

Value $51.6M Shares 13,687,979 Est. Cost $3.82 Unrealized —

EZU ISHARES INC 8.1%

Value $28.96M Shares 451,750 Est. Cost $53.26 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 4.4%

Value $15.68M Shares 31,200 Est. Cost $209.83 Unrealized +137.1%

GOOGL ALPHABET INC 3.0%

Value $10.7M Shares 34,200 Est. Cost $174.14 Unrealized +64.0%

MSFT MICROSOFT CORP 2.8%

Value $9.999M Shares 20,675 Est. Cost $156.34 Unrealized +220.2%

GOOG ALPHABET INC 2.7%

Value $9.652M Shares 30,760 Est. Cost $108.64 Unrealized +163.6%

BRK/A BERKSHIRE HATHAWAY INC DEL 2.1%

Value $7.548M Shares 10 Est. Cost $302764.94 Unrealized +146.5%

V VISA INC 1.0%

Value $3.577M Shares 10,200 Est. Cost $346.99 Unrealized -1.9%

SUZ SUZANO S A 0.9%

Value $3.218M Shares 344,547 Est. Cost $8.47 Unrealized —

CSAN COSAN S A 0.3%

Value $1.074M Shares 271,941 Est. Cost $5.44 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	192,877	$132M	37.0%	$595.96	—	TR UNIT	78462F103
RSP	INVESCO EXCHANGE TRADED FD T	427,975	$81.98M	23.1%	$174.96	—	S&P500 EQL WGT	46137V357
UGP	ULTRAPAR PARTICIPACOES SA	13,687,979	$51.6M	14.5%	$3.82	—	SP ADR REP COM	90400P101
EZU	ISHARES INC	451,750	$28.96M	8.1%	$53.26	—	MSCI EURZONE ETF	464286608
BRK/B	BERKSHIRE HATHAWAY INC DEL	31,200	$15.68M	4.4%	$209.83	+137.1%	CL B NEW	084670702
GOOGL	ALPHABET INC	34,200	$10.7M	3.0%	$174.14	+64.0%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	20,675	$9.999M	2.8%	$156.34	+220.2%	COM	594918104
GOOG	ALPHABET INC	30,760	$9.652M	2.7%	$108.64	+163.6%	CAP STK CL C	02079K107
BRK/A	BERKSHIRE HATHAWAY INC DEL	10	$7.548M	2.1%	$302764.94	+146.5%	CL A	084670108
V	VISA INC	10,200	$3.577M	1.0%	$346.99	-1.9%	COM CL A	92826C839
SUZ	SUZANO S A	344,547	$3.218M	0.9%	$8.47	—	SPON ADS	86959K105
CSAN	COSAN S A	271,941	$1.074M	0.3%	$5.44	—	ADS	22113B103