Kalehua Capital Management LLC originally filed its 13F report for Q2 2026 on August 14, 2026. The filing was subsequently amended, with the latest update submitted on August 19, 2026. The portfolio totaled 139.53 M reflecting a +17.65% change from the prior quarter, spanning 23 assets. The top 10 holdings comprised 73.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 7 complete exits.
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Yes. Kalehua Capital Management originally filed on 08/14/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 08/19/2026.
In the Q2 2026 filing, Kalehua Capital Management reported a managed portfolio value of 173.96 M, consisting of 26 individual positions.
Multiple filings indicate that Kalehua Capital Management updated their Q2 2026 report. The initial filing was submitted on 08/14/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Kalehua Capital Management bought or sold during Q2 2026, please visit Kalehua Capital Management's Portfolio Analysis page.