Kennondale Capital Management LLC: 13F holdings
CIK 20551992026Q2
| Positions | 80 |
|---|
| Reported value | $150.1m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 80 (+2 vs prior quarter) |
|---|
| Reported value | $150.1m (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MPC MARATHON PETE CORP | 19,718 | $5.0m | 3.4% |
| IBKR INTERACTIVE BROKERS GROUP IN | 54,373 | $4.7m | 3.2% |
| DK DELEK US HLDGS INC NEW | 92,140 | $4.7m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 8,317 | $4.2m | 2.8% |
| RKT ROCKET COS INC | 262,129 | $4.1m | 2.8% |
| C CITIGROUP INC | 28,644 | $4.0m | 2.7% |
| GRBK GREEN BRICK PARTNERS INC | 48,995 | $3.9m | 2.6% |
| PRDO PERDOCEO ED CORP | 112,476 | $3.6m | 2.4% |
| ROKU ROKU INC | 24,557 | $3.4m | 2.3% |
| HCC WARRIOR MET COAL INC | 41,592 | $3.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055199")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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