Kennondale Capital Management LLC filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 138.73 M reflecting a +2.06% change from the prior quarter, spanning 78 assets. The top 10 holdings comprised 28.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 9 complete exits.
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Kennondale Capital Management submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Kennondale Capital Management reported a managed portfolio value of 138.73 M, consisting of 78 individual positions.
This page displays the raw filing documents. To see which stocks Kennondale Capital Management bought or sold during Q1 2026, please visit Kennondale Capital Management's Portfolio Analysis page.