LUMBARD & KELLNER, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HBM | 534K | $8.09M |
 | PBR | 508K | $6.43M |
 | GPRE | 470K | $4.13M |
 | KMI | 248K | $7.03M |
 | ETON | 176K | $3.83M |
 | ADAP | 114K | $14.85K |
 | CSCO | 108K | $7.36M |
 | MET | 107K | $8.84M |
 | KTOS | 106K | $9.67M |
 | HROW | 89K | $4.28M |
 | FIVN | 88K | $2.13M |
 | AMSC | 72K | $4.30M |
 | MTRN | 52K | $6.32M |
 | GOOG | 49K | $11.84M |
 | ENS | 45K | $5.03M |
 | FSLR | 43K | $9.38M |
 | PRIM | 41K | $5.65M |
 | BE | 33K | $2.83M |
 | AMD | 32K | $5.23M |
 | AMZN | 28K | $6.24M |
Hudbay Minerals Inc.
HBM
Shares Held
534K
Value
$8.09M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
508K
Value
$6.43M
Green Plains Inc.
GPRE
Shares Held
470K
Value
$4.13M
Kinder Morgan, Inc.
KMI
Shares Held
248K
Value
$7.03M
Eton Pharmaceuticals, Inc.
ETON
Shares Held
176K
Value
$3.83M
Adaptimmune Therapeutics plc
ADAP
Shares Held
114K
Value
$14.85K
Cisco Systems, Inc.
CSCO
Shares Held
108K
Value
$7.36M
MetLife, Inc.
MET
Shares Held
107K
Value
$8.84M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
106K
Value
$9.67M
Harrow Health, Inc.
HROW
Shares Held
89K
Value
$4.28M
Five9, Inc.
FIVN
Shares Held
88K
Value
$2.13M
American Superconductor Corporation
AMSC
Shares Held
72K
Value
$4.30M
Materion Corporation
MTRN
Shares Held
52K
Value
$6.32M
Alphabet Inc.
GOOG
Shares Held
49K
Value
$11.84M
EnerSys
ENS
Shares Held
45K
Value
$5.03M
First Solar, Inc.
FSLR
Shares Held
43K
Value
$9.38M
Primoris Services Corporation
PRIM
Shares Held
41K
Value
$5.65M
Bloom Energy Corporation
BE
Shares Held
33K
Value
$2.83M
Advanced Micro Devices, Inc.
AMD
Shares Held
32K
Value
$5.23M
Amazon.com, Inc.
AMZN
Shares Held
28K
Value
$6.24M