KESTREL INVESTMENT MANAGEMENT CORP: 13F holdings
CIK 9175792026Q2
| Positions | 40 |
|---|---|
| Reported value | $183.7m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PHINIA Inc | 163,500 | $13.5m | 7.3% |
| AX Axos Financial Inc | 95,150 | $9.3m | 5.0% |
| CNO CNO Financial Group Inc | 153,250 | $7.8m | 4.3% |
| NSIT Insight Enterprises Inc | 63,750 | $7.8m | 4.2% |
| HAE Haemonetics Corp | 97,400 | $7.3m | 4.0% |
| ITGR Integer Holdings Corp | 75,150 | $7.0m | 3.8% |
| NCR Atleos Corp | 156,850 | $6.8m | 3.7% |
| TRS TriMas Corp | 149,550 | $6.7m | 3.7% |
| PLAB Photronics Inc | 200,450 | $6.5m | 3.5% |
| SMG The Scotts Miracle-Gro Co | 95,050 | $6.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="917579")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.