CIK 2055199
Kennondale Capital Management LLC
Institutional 13F holdings & portfolio
Holdings
83
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–83 of 83
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BDC | BELDEN INC | 9K | $1M+ | SH |
| WMT | WALMART INC | 9K | $1M+ | SH |
| QRVO | QORVO INC | 12K | $1M+ | SH |
| FR | FIRST INDL RLTY TR INC | 17K | $500K+ | SH |
| ETSY | ETSY INC | 18K | $500K+ | SH |
| HPQ | HP INC | 44K | $500K+ | SH |
| VRTS | VIRTUS INVT PARTNERS INC | 6K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 6K | $500K+ | SH |
| KHC | KRAFT HEINZ CO | 38K | $500K+ | SH |
| CROX | CROCS INC | 11K | $500K+ | SH |
| PLXS | PLEXUS CORP | 6K | $500K+ | SH |
| CVI | CVR ENERGY INC | 36K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $500K+ | SH |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 318K | $500K+ | SH |
| ACA | ARCOSA INC | 8K | $500K+ | SH |
| HUM | HUMANA INC | 3K | $500K+ | SH |
| LPX | LOUISIANA PAC CORP | 9K | $500K+ | SH |
| FRME | FIRST MERCHANTS CORP | 19K | $500K+ | SH |
| AMLX | AMYLYX PHARMACEUTICALS INC | 53K | $500K+ | SH |
| ACH | OWENS & MINOR INC NEW | 226K | $500K+ | SH |
| PRK | PARK NATL CORP | 4K | $500K+ | SH |
| BHVN | BIOHAVEN LTD | 53K | $500K+ | SH |
| AWR | AMER STATES WTR CO | 8K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 3K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 3K | $100K–$500K | SH |
| LEU | CENTRUS ENERGY CORP | 2K | $100K–$500K | SH |
| FMC | FMC CORP | 31K | $100K–$500K | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 7K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 17K | $100K–$500K | SH |
| KOP | KOPPERS HOLDINGS INC | 14K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 4K | $100K–$500K | SH |
| HUN | HUNTSMAN CORP | 28K | $100K–$500K | SH |
| PCH | POTLATCHDELTIC CORPORATION | 7K | $100K–$500K | SH |