
KINGDON CAPITAL MANAGEMENT, L.L.C.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TAP | 240K | $10.87M |
![]() | RAL | 220K | $9.62M |
![]() | ECG | 200K | $17.15M |
![]() | FLEX | 175K | $10.14M |
![]() | TTEK | 175K | $5.84M |
![]() | CNM | 150K | $8.07M |
![]() | BLDR | 150K | $18.19M |
![]() | CRH | 150K | $17.98M |
![]() | LOAR | 150K | $12.00M |
![]() | SKY | 150K | $11.46M |
![]() | WWW | 130K | $3.55M |
![]() | ULS | 125K | $8.86M |
![]() | NVDA | 118K | $21.92M |
![]() | ETR | 115K | $10.72M |
![]() | MOH | 110K | $21.09M |
![]() | WMT | 100K | $10.31M |
![]() | GLW | 80K | $6.56M |
![]() | FWONK | 80K | $8.36M |
![]() | HUM | 71K | $18.37M |
![]() | WDC | 60K | $7.20M |

Molson Coors Beverage Company
TAP
Shares Held
240K
Value
$10.87M

Ralliant Corp.
RAL
Shares Held
220K
Value
$9.62M

Everus Construction Group, Inc.
ECG
Shares Held
200K
Value
$17.15M

Flex Ltd.
FLEX
Shares Held
175K
Value
$10.14M

Tetra Tech, Inc.
TTEK
Shares Held
175K
Value
$5.84M

Core & Main, Inc.
CNM
Shares Held
150K
Value
$8.07M

Builders FirstSource, Inc.
BLDR
Shares Held
150K
Value
$18.19M

CRH plc
CRH
Shares Held
150K
Value
$17.98M

Loar Holdings Inc.
LOAR
Shares Held
150K
Value
$12.00M

Champion Homes, Inc.
SKY
Shares Held
150K
Value
$11.46M

Wolverine World Wide, Inc.
WWW
Shares Held
130K
Value
$3.55M

UL Solutions Inc.
ULS
Shares Held
125K
Value
$8.86M

NVIDIA Corporation
NVDA
Shares Held
118K
Value
$21.92M

Entergy Corporation
ETR
Shares Held
115K
Value
$10.72M

Molina Healthcare, Inc.
MOH
Shares Held
110K
Value
$21.09M

Walmart Inc.
WMT
Shares Held
100K
Value
$10.31M

Corning Incorporated
GLW
Shares Held
80K
Value
$6.56M

Formula One Group
FWONK
Shares Held
80K
Value
$8.36M

Humana Inc.
HUM
Shares Held
71K
Value
$18.37M

Western Digital Corporation
WDC
Shares Held
60K
Value
$7.20M
