KETTLE HILL CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 13873692026Q2
| Positions | 35 |
|---|---|
| Reported value | $406.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PSN PARSONS CORP DEL | 425,751 | $22.3m | 5.5% |
| NXP SEMICONDUCTORS N V | 78,952 | $22.2m | 5.5% |
| VZ VERIZON COMMUNICATIONS INC | 519,304 | $22.0m | 5.4% |
| AVTR AVANTOR INC | 1,860,954 | $18.4m | 4.5% |
| IFF INTERNATIONAL FLAVORS&FRAGRA | 229,829 | $18.2m | 4.5% |
| KMI KINDER MORGAN INC DEL | 562,329 | $18.0m | 4.4% |
| CCI CROWN CASTLE INC | 236,288 | $17.9m | 4.4% |
| CHDN CHURCHILL DOWNS INC | 199,608 | $17.9m | 4.4% |
| SBAC SBA COMMUNICATIONS CORP | 101,128 | $17.8m | 4.4% |
| PRMB PRIMO BRANDS CORPORATION | 675,429 | $16.5m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1387369")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.