Kennondale Capital Management LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 135.94 M reflecting a +4.07% change from the prior quarter, spanning 83 assets. The top 10 holdings comprised 28.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 5 complete exits.
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Kennondale Capital Management submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Kennondale Capital Management reported a managed portfolio value of 135.94 M, consisting of 83 individual positions.
This page displays the raw filing documents. To see which stocks Kennondale Capital Management bought or sold during Q4 2025, please visit Kennondale Capital Management's Portfolio Analysis page.