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Kennondale Capital Management LLC

All holdings · as of Dec 31, 2025

83 positions

CompanyClassValueShares% of portfolio
POTLATCHDELTIC CORPPCHREIT$258.9K6,5090.2%
Huntsman Corp—$278.1K27,8100.2%
Solventum Corp—$304.7K3,8450.2%
Koppers Holdings Inc—$367.7K13,5780.3%
Weyerhaeuser Co—$406.9K17,1770.3%
ANHEUSER BUSCH INBEV SA/NV—$425.4K6,6430.3%
FMC CORP—$433.0K31,2160.3%
CENTRUS ENERGY CORP—$447.6K1,8440.3%
BIOGEN INC.—$485.7K2,7600.4%
Diamondback Energy, Inc.—$490.1K3,2600.4%
American States Water Co—$573.5K7,9120.4%
Biohaven Ltd.—$594.9K52,6930.4%
PARK NATIONAL CORP /OH—$625.1K4,1080.5%
ACCENDRA HEALTH INC/VA—$632.5K225,8900.5%
Amylyx Pharmaceuticals, Inc.—$645.4K53,4230.5%
FIRST MERCHANTS CORP—$721.8K19,2590.5%
LOUISIANA-PACIFIC CORP—$726.5K8,9960.5%
HUMANA INC—$761.3K2,9720.6%
Arcosa, Inc.—$861.5K8,1030.6%
IOVANCE BIOTHERAPEUTICS, INC.—$868.7K318,1880.6%
GENERAL DYNAMICS CORP—$895.2K2,6590.7%
CVR ENERGY INCCVICommon Stock$921.8K36,2350.7%
PLEXUS CORP—$923.5K6,2820.7%
Crocs, Inc.—$928.1K10,8530.7%
Kraft Heinz Co—$928.6K38,2930.7%
Valero Energy Corp—$948.3K5,8250.7%
VIRTUS INVESTMENT PARTNERS, INC.—$952.3K5,8370.7%
HP INC—$970.2K43,5470.7%
Etsy Inc—$970.9K17,5120.7%
FIRST INDUSTRIAL REALTY TRUST INC—$978.0K17,0770.7%
Qorvo, Inc.—$1.01M11,9790.7%
Walmart Inc.—$1.02M9,1880.8%
BELDEN INC.—$1.06M9,0690.8%
Seneca Foods Corp—$1.06M9,5910.8%
Eaton Corp plc—$1.06M3,3360.8%
FTI CONSULTING, INC—$1.07M6,2470.8%
AMERICAN COASTAL INSURANCE CorpACICCommon Stock$1.08M85,4560.8%
FULTON FINANCIAL CORP—$1.11M57,4510.8%
CONAGRA BRANDS INC.—$1.22M70,2220.9%
Stoke Therapeutics, Inc.—$1.23M38,7310.9%
H&R Block Inc—$1.28M29,2860.9%
Consensus Cloud Solutions, Inc.—$1.28M58,5930.9%
ZILLOW GROUP, INC.—$1.39M20,3331.0%
THERMO FISHER SCIENTIFIC INC.—$1.44M2,4771.1%
VERIZON COMMUNICATIONS INC—$1.45M35,6821.1%
JOHNSON & JOHNSON—$1.47M7,1201.1%
Duke Energy Corp—$1.51M12,8651.1%
InterDigital, Inc.—$1.52M4,7591.1%
WESCO INTERNATIONAL INC—$1.52M6,2141.1%
ZIM INTEGRATED SHIPPING SERV—$1.54M72,5091.1%
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