Fund Universe

Kennondale Capital Management LLC

CIK 0002055199 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.141
AUM ($M)
150
Positions
80
Turnover
0.10
Top-10 wt
27%
Herfindahl
0.017
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 80 positions · portfolio value $150M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
MPC funds › MARATHON PETE CORP HOLD 3.4% -0.1% 5.0 19,718 +0 5
IBKR funds › INTERACTIVE BROKERS GROUP IN HOLD 3.2% +0.5% 4.7 54,373 +0 5
DK funds › DELEK US HLDGS INC NEW TRIM 3.1% -0.1% 4.7 92,140 -7,353 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD 2.8% -0.1% 4.2 8,317 +0 5
RKT funds › ROCKET COS INC TRIM 2.8% +0.0% 4.1 262,129 -1,583 3
C funds › CITIGROUP INC HOLD 2.7% +0.3% 4.0 28,644 +0 5
GRBK funds › GREEN BRICK PARTNERS INC HOLD 2.6% +0.3% 3.9 48,995 +0 5
PRDO funds › PERDOCEO ED CORP HOLD 2.4% -0.6% 3.6 112,476 +0 5
ROKU funds › ROKU INC HOLD 2.3% +0.6% 3.4 24,557 +0 5
HCC funds › WARRIOR MET COAL INC TRIM 2.2% -0.8% 3.4 41,592 -3,309 5
TDW funds › TIDEWATER INC NEW ADD 2.2% -0.4% 3.4 50,603 +6,608 3
CNC funds › CENTENE CORP DEL HOLD 2.1% +0.9% 3.1 48,978 +0 5
REPX funds › RILEY EXPLORATION PERMIAN IN HOLD 2.1% -0.4% 3.1 94,041 +0 5
TROW funds › PRICE T ROWE GROUP INC HOLD 2.0% +0.3% 3.1 27,039 +0 5
ABM funds › ABM INDS INC HOLD Common Stock 1.9% +0.1% 2.9 65,779 +0 5
MKL funds › MARKEL GROUP INC HOLD 1.9% -0.1% 2.9 1,465 +0 5
COF funds › CAPITAL ONE FINL CORP HOLD 1.9% +0.0% 2.8 13,988 +0 5
CMI funds › CUMMINS INC HOLD 1.9% +0.3% 2.8 3,911 +0 5
HRB funds › BLOCK H & R INC TRIM 1.7% -0.7% 2.5 66,879 -37,425 5
MMM funds › 3M CO HOLD 1.7% +0.0% 2.5 15,384 +0 5
BBW funds › BUILD-A-BEAR WORKSHOP INC ADD 1.6% +0.2% 2.4 79,664 +26,524 5
ALB funds › ALBEMARLE CORP HOLD 1.5% -0.7% 2.3 17,193 +0 5
GDOT funds › GREEN DOT CORP HOLD 1.5% +0.2% 2.3 171,313 +0 2
CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD 1.5% -0.5% 2.3 16,534 +0 5
AUB funds › ATLANTIC UN BANKSHARES CORP HOLD 1.5% +0.1% 2.3 53,329 +0 5
SBGI funds › SINCLAIR INC HOLD 1.5% +0.0% 2.2 153,816 +0 5
ZIM funds › ZIM INTEGRATED SHIPPING SERV ADD 1.4% +0.0% 2.1 81,691 +9,182 5
OXY funds › OCCIDENTAL PETE CORP HOLD 1.4% -0.6% 2.1 43,090 +0 5
SWIM funds › LATHAM GROUP INC NEW 1.4% +1.4% 2.1 322,229 +322,229 1
CVS funds › CVS HEALTH CORP HOLD 1.4% +0.3% 2.0 19,787 +0 5
PCAR funds › PACCAR INC HOLD 1.2% -0.1% 1.9 15,601 +0 5
CCSI funds › CONSENSUS CLOUD SOLUTIONS IN TRIM 1.2% +0.2% 1.8 48,390 -10,203 5
HII funds › HUNTINGTON INGALLS INDS INC HOLD 1.2% -0.6% 1.8 6,553 +0 5
JNJ funds › JOHNSON & JOHNSON HOLD 1.2% -0.0% 1.8 7,120 +0 5
CUSIP:008252108 funds › AFFILIATED MANAGERS GROUP TRIM 1.2% -0.2% 1.8 5,337 -1,639 5
RYN funds › RAYONIER INC ADD 1.1% +0.9% 1.7 78,551 +66,715 2
SENEA funds › SENECA FOODS CORP NEW HOLD 1.1% +0.1% 1.7 9,591 +0 5
ACIC funds › AMERICAN COASTAL INS CORP HOLD 1.1% -0.1% 1.6 146,782 +0 4
DUK funds › DUKE ENERGY CORP NEW HOLD 1.1% -0.1% 1.6 12,865 +0 5
W funds › WAYFAIR INC HOLD 1.0% +0.1% 1.6 16,885 +0 5
CACI funds › CACI INTL INC HOLD 1.0% -0.3% 1.5 3,324 +0 5
VLO funds › VALERO ENERGY CORP HOLD 1.0% -0.0% 1.5 5,825 +0 5
VZ funds › VERIZON COMMUNICATIONS INC HOLD 1.0% -0.3% 1.5 35,682 +0 3
BIIB funds › BIOGEN INC HOLD 1.0% +0.1% 1.5 6,967 +0 5
MAT funds › MATTEL INC HOLD 1.0% -0.1% 1.4 103,235 +0 2
ETN funds › EATON CORP PLC HOLD 0.9% +0.1% 1.4 3,336 +0 5
VRTS funds › VIRTUS INVT PARTNERS INC HOLD 0.9% -0.0% 1.4 9,774 +0 5
FULT funds › FULTON FINL CORP PA HOLD 0.9% +0.1% 1.4 57,451 +0 5
IOVA funds › IOVANCE BIOTHERAPEUTICS INC HOLD 0.9% +0.1% 1.3 318,188 +0 5
ETSY funds › ETSY INC HOLD 0.9% +0.2% 1.3 17,512 +0 5
CROX funds › CROCS INC HOLD 0.9% +0.2% 1.3 10,853 +0 5
TMO funds › THERMO FISHER SCIENTIFIC INC HOLD 0.8% -0.1% 1.2 2,477 +0 5
HUM funds › HUMANA INC HOLD 0.8% +0.4% 1.2 2,972 +0 5
ACA funds › ARCOSA INC HOLD 0.8% +0.2% 1.2 8,103 +0 5
WY funds › WEYERHAEUSER CO HOLD 0.8% -0.1% 1.2 48,804 +0 5
IKT funds › INHIBIKASE THERAPEUTICS INC NEW 0.8% +0.8% 1.1 565,983 +565,983 1
AMR funds › ALPHA METALLURGICAL RESOUR I HOLD 0.7% -0.3% 1.1 6,813 +0 5
QRVO funds › QORVO INC HOLD 0.7% +0.1% 1.1 11,979 +0 5
BDC funds › BELDEN INC HOLD 0.7% -0.0% 1.1 9,069 +0 5
ROCK funds › GIBRALTAR INDS INC TRIM 0.7% -0.5% 1.1 23,544 -18,308 3
CUSIP:32054K103 funds › FIRST INDL RLTY TR INC HOLD 0.7% -0.0% 1.0 17,077 +0 5
WMT funds › WALMART INC HOLD 0.7% -0.1% 1.0 9,188 +0 5
HPQ funds › HP INC HOLD 0.6% +0.0% 1.0 43,547 +0 5
CAG funds › CONAGRA BRANDS INC HOLD 0.6% -0.2% 0.9 70,222 +0 5
GD funds › GENERAL DYNAMICS CORP HOLD 0.6% -0.0% 0.9 2,659 +0 5
KHC funds › KRAFT HEINZ CO HOLD 0.6% -0.0% 0.9 38,293 +0 5
T funds › AT&T INC HOLD 0.6% -0.3% 0.9 43,476 +0 2
BHVN funds › BIOHAVEN LTD HOLD 0.5% +0.2% 0.8 52,693 +0 3
ACH funds › ACCENDRA HEALTH INC HOLD 0.5% +0.1% 0.8 225,890 +0 3
PRK funds › PARK NATL CORP HOLD 0.5% +0.0% 0.8 4,108 +0 5
LPX funds › LOUISIANA PAC CORP HOLD 0.5% -0.0% 0.7 8,996 +0 5
IDCC funds › INTERDIGITAL INC TRIM 0.4% -0.6% 0.7 2,352 -2,407 5
AWR funds › AMER STATES WTR CO HOLD 0.4% +0.0% 0.7 7,912 +0 5
Z funds › ZILLOW GROUP INC HOLD 0.4% -0.2% 0.6 20,333 +0 5
KOP funds › KOPPERS HOLDINGS INC HOLD 0.4% +0.0% 0.6 13,578 +0 5
FANG funds › DIAMONDBACK ENERGY INC HOLD 0.4% -0.1% 0.6 3,260 +0 5
BUD funds › ANHEUSER BUSCH INBEV SA NV HOLD 0.4% +0.0% 0.5 6,643 +0 5
FCN funds › FTI CONSULTING INC TRIM 0.3% -0.5% 0.5 3,103 -3,144 5
LEU funds › CENTRUS ENERGY CORP HOLD 0.2% -0.0% 0.3 1,844 +0 5
SOLV funds › SOLVENTUM CORP HOLD 0.2% +0.0% 0.3 3,845 +0 5

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 150 80 0.10 27% 0.017 0.141 in
2026Q1 139 78 0.16 28% 0.018 0.097 in
2025Q4 136 83 0.15 28% 0.017 0.081 in
2025Q3 131 82 0.13 28% 0.017 0.097 in
2025Q2 98 82 0.07 30% 0.018 0.156 entered
2025Q1 92 81 0.00 29% 0.018 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status