Institutions / Kennondale Capital Management LLC
Kennondale Capital Management LLC
CIK 2055199 · Institution · as of Dec 31, 2025
Portfolio value
$135.94M
Positions
83
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| Rocket Companies, Inc. | $5.12M | 3.8% |
| Warrior Met Coal, Inc. | $4.65M | 3.4% |
| Build-a-Bear Workshop, Inc. | $4.09M | 3.0% |
| Albemarle Corp | $3.93M | 2.9% |
| Huntington Ingalls Industries, Inc. | $3.60M | 2.6% |
| Warren E. Buffett | $3.53M | 2.6% |
| Interactive Brokers Group Inc | $3.50M | 2.6% |
| Capital One Financial Corp | $3.39M | 2.5% |
| Citigroup Inc | $3.34M | 2.5% |
| Perdoceo Education Corp | $3.30M | 2.4% |
| Marathon Petroleum Corp | $3.21M | 2.4% |
| Markel Group Inc | $3.15M | 2.3% |
| Green Brick Partners, Inc. | $3.07M | 2.3% |
| Abm Industries Inc /De | $2.78M | 2.0% |
| T Rowe Price Group Inc | $2.77M | 2.0% |
| Roku, Inc | $2.66M | 2.0% |
| 3M Co | $2.46M | 1.8% |
| Alpha Metallurgical Resources, Inc. | $2.46M | 1.8% |
| Sinclair, Inc. | $2.35M | 1.7% |
| Delek US Holdings, Inc. | $2.25M | 1.7% |
| Tidewater Inc | $2.22M | 1.6% |
| Gibraltar Industries, Inc. | $2.07M | 1.5% |
| Centene Corp | $2.02M | 1.5% |
| Affiliated Managers Group Inc | $2.01M | 1.5% |
| Riley Exploration Permian, Inc.REPX | $2.00M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.