$112 Million is the total value of Naman Capital Ltda's 13 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UGP | ULTRAPAR PARTICIPACOES SA | $40,434,975 | +10.5% | 16,708,667 | 0.0% | 35.98% | +41.2% | |
BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $12,356,000 | +15.7% | 40,000 | 0.0% | 11.00% | +47.8% | |
MSFT | MICROSOFT CORP | $10,791,900 | +3.0% | 45,000 | 0.0% | 9.60% | +31.6% | |
WALDENCAST PLC | $10,000,000 | 0.0% | 1,000,000 | 0.0% | 8.90% | +27.8% | ||
ORCL | ORACLE CORP | $9,808,800 | +33.9% | 120,000 | 0.0% | 8.73% | +71.1% | |
SH | PROSHARES TRshort s&p 500 ne | $8,335,600 | -7.2% | 520,000 | 0.0% | 7.42% | +18.5% | |
ATVI | ACTIVISION BLIZZARD INC | $7,655,000 | +3.0% | 100,000 | 0.0% | 6.81% | +31.6% | |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,687,110 | +15.3% | 10 | 0.0% | 4.17% | +47.3% | |
GOOG | ALPHABET INCcap stk cl c | $3,549,200 | -7.7% | 40,000 | 0.0% | 3.16% | +18.0% | |
DIS | DISNEY WALT CO | $1,563,840 | -7.9% | 18,000 | 0.0% | 1.39% | +17.7% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ORACLE CORP | 20 | Q3 2023 | 10.1% |
BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 11.2% |
DISNEY WALT CO | 20 | Q3 2023 | 15.5% |
BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 4.2% |
PROSHARES TR | 18 | Q3 2023 | 16.7% |
ACTIVISION BLIZZARD INC | 18 | Q2 2023 | 13.5% |
MERCK & CO INC | 16 | Q3 2022 | 10.5% |
PFIZER INC | 16 | Q3 2022 | 10.3% |
ANHEUSER BUSCH INBEV SA/NV | 16 | Q3 2022 | 9.4% |
KELLOGG CO | 16 | Q3 2022 | 4.1% |
View Naman Capital Ltda's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR/A | 2023-10-20 |
13F-HR/A | 2023-10-20 |
13F-HR/A | 2023-10-20 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
View Naman Capital Ltda's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.