Stock Taper

KETTLE HILL CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOGL21.53K$7.69M
Amazon.com, Inc.AMZN32.14K$7.66M
Duke Energy CorporationDUK40.23K$5.09M
Consolidated Edison, Inc.ED46.03K$5.09M
Champion Homes, Inc.SKY59.37K$5.23M
ON Semiconductor CorporationON67.88K$6.42M
NXP Semiconductors N.V.NXPI78.95K$22.19M
Toll Brothers, Inc.TOL90.76K$14.95M
SBA Communications CorporationSBAC101.13K$17.85M
Vail Resorts, Inc.MTN109.04K$14.85M
Exelon CorporationEXC109.64K$5.11M
Golar LNG LimitedGLNG118.89K$5.93M
PPL CorporationPPL139.96K$5.09M
e.l.f. Beauty, Inc.ELF198.36K$14.68M
Churchill Downs IncorporatedCHDN199.61K$17.89M
Floor & Decor Holdings, Inc.FND209.04K$12.41M
Aeva Technologies, Inc.AEVA222.23K$6.38M
Sensata Technologies Holding plcST223.67K$10.68M
International Flavors & Fragrances Inc.IFF229.83K$18.21M
Crown Castle Inc.CCI236.29K$17.89M