Naman Capital Ltda Concentrated Active

Location: Sao Paulo, Brazil

CIK: 0001946136 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $360M (100.0% shares, 0.0% debt)

Holdings (13)

SPY STATE STR SPDR S&P 500 ETF T 33.0%

Value $119M Shares 182,445 Est. Cost $595.96 Unrealized —

RSP INVESCO EXCHANGE TRADED FD T 22.8%

Value $82.14M Shares 427,975 Est. Cost $174.96 Unrealized —

UGP ULTRAPAR PARTICIPACOES SA 17.7%

Value $63.68M Shares 12,727,222 Est. Cost $3.82 Unrealized —

EZU ISHARES INC 7.9%

Value $28.3M Shares 451,750 Est. Cost $53.26 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 3.1%

Value $11.11M Shares 23,177 Est. Cost $209.83 Unrealized +135.2%

GOOGL ALPHABET INC 2.7%

Value $9.835M Shares 34,200 Est. Cost $174.14 Unrealized +85.6%

V VISA INC 2.5%

Value $9.131M Shares 30,212 Est. Cost $335.19 Unrealized -1.8%

GOOG ALPHABET INC 2.5%

Value $8.824M Shares 30,760 Est. Cost $108.64 Unrealized +197.9%

EWY ISHARES INC 2.4%

Value $8.736M Shares 71,018 Est. Cost $123.01 Unrealized —

MSFT MICROSOFT CORP 2.1%

Value $7.653M Shares 20,675 Est. Cost $156.34 Unrealized +178.0%

BRK/A BERKSHIRE HATHAWAY INC DEL 2.0%

Value $7.181M Shares 10 Est. Cost $302764.94 Unrealized +144.5%

SUZ SUZANO S A 1.0%

Value $3.449M Shares 344,547 Est. Cost $8.47 Unrealized —

CSAN COSAN S A 0.3%

Value $1.12M Shares 271,941 Est. Cost $5.44 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	STATE STR SPDR S&P 500 ETF T	182,445	$119M	33.0%	$595.96	—	TR UNIT	78462F103
RSP	INVESCO EXCHANGE TRADED FD T	427,975	$82.14M	22.8%	$174.96	—	S&P500 EQL WGT	46137V357
UGP	ULTRAPAR PARTICIPACOES SA	12,727,222	$63.68M	17.7%	$3.82	—	SP ADR REP COM	90400P101
EZU	ISHARES INC	451,750	$28.3M	7.9%	$53.26	—	MSCI EURZONE ETF	464286608
BRK/B	BERKSHIRE HATHAWAY INC DEL	23,177	$11.11M	3.1%	$209.83	+135.2%	CL B NEW	084670702
GOOGL	ALPHABET INC	34,200	$9.835M	2.7%	$174.14	+85.6%	CAP STK CL A	02079K305
V	VISA INC	30,212	$9.131M	2.5%	$335.19	-1.8%	COM CL A	92826C839
GOOG	ALPHABET INC	30,760	$8.824M	2.5%	$108.64	+197.9%	CAP STK CL C	02079K107
EWY	ISHARES INC	71,018	$8.736M	2.4%	$123.01	—	MSCI STH KOR ETF	464286772
MSFT	MICROSOFT CORP	20,675	$7.653M	2.1%	$156.34	+178.0%	COM	594918104
BRK/A	BERKSHIRE HATHAWAY INC DEL	10	$7.181M	2.0%	$302764.94	+144.5%	CL A	084670108
SUZ	SUZANO S A	344,547	$3.449M	1.0%	$8.47	—	SPON ADS	86959K105
CSAN	COSAN S A	271,941	$1.12M	0.3%	$5.44	—	ADS	22113B103