Kennondale Capital Management LLC filed its 13F report for Q2 2026 on August 10, 2026. The portfolio totaled 150.09 M reflecting a +8.18% change from the prior quarter, spanning 80 assets. The top 10 holdings comprised 27.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 0 complete exits.
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Kennondale Capital Management submitted their Form 13F-HR for the Q2 2026 period on 08/10/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Kennondale Capital Management reported a managed portfolio value of 150.09 M, consisting of 80 individual positions.
This page displays the raw filing documents. To see which stocks Kennondale Capital Management bought or sold during Q2 2026, please visit Kennondale Capital Management's Portfolio Analysis page.