LUMBARD & KELLNER, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PBR | 707K | $14.68M |
 | HBM | 519K | $10.86M |
 | KMI | 246K | $8.23M |
 | ETON | 176K | $4.34M |
 | ASIX | 146K | $3.55M |
 | MET | 107K | $7.56M |
 | CSCO | 106K | $8.22M |
 | KTOS | 105K | $7.43M |
 | DNLI | 95K | $1.82M |
 | HROW | 89K | $3.12M |
 | AMSC | 74K | $2.49M |
 | ALKS | 53K | $1.86M |
 | MTRN | 52K | $7.46M |
 | GOOG | 49K | $14.00M |
 | ENS | 44K | $7.67M |
 | PRIM | 42K | $5.94M |
 | PYPD | 38K | $167.32K |
 | FSLR | 36K | $7.15M |
 | AMZN | 33K | $6.80M |
 | GPRE | 26K | $434.48K |
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
707K
Value
$14.68M
Hudbay Minerals Inc.
HBM
Shares Held
519K
Value
$10.86M
Kinder Morgan, Inc.
KMI
Shares Held
246K
Value
$8.23M
Eton Pharmaceuticals, Inc.
ETON
Shares Held
176K
Value
$4.34M
AdvanSix Inc.
ASIX
Shares Held
146K
Value
$3.55M
MetLife, Inc.
MET
Shares Held
107K
Value
$7.56M
Cisco Systems, Inc.
CSCO
Shares Held
106K
Value
$8.22M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
105K
Value
$7.43M
Denali Therapeutics Inc.
DNLI
Shares Held
95K
Value
$1.82M
Harrow Health, Inc.
HROW
Shares Held
89K
Value
$3.12M
American Superconductor Corporation
AMSC
Shares Held
74K
Value
$2.49M
Alkermes plc
ALKS
Shares Held
53K
Value
$1.86M
Materion Corporation
MTRN
Shares Held
52K
Value
$7.46M
Alphabet Inc.
GOOG
Shares Held
49K
Value
$14.00M
EnerSys
ENS
Shares Held
44K
Value
$7.67M
Primoris Services Corporation
PRIM
Shares Held
42K
Value
$5.94M
PolyPid Ltd.
PYPD
Shares Held
38K
Value
$167.32K
First Solar, Inc.
FSLR
Shares Held
36K
Value
$7.15M
Amazon.com, Inc.
AMZN
Shares Held
33K
Value
$6.80M
Green Plains Inc.
GPRE
Shares Held
26K
Value
$434.48K