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KENDALL CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ryder System, Inc.R13.54K$3.57M
Tapestry, Inc.TPR13.59K$1.99M
FS KKR Capital Corp.FSK13.7K$143.85K
The AES CorporationAES14.71K$215.63K
Allison Transmission Holdings, Inc.ALSN15.33K$1.73M
Tidewater Inc.TDW16.08K$1.07M
The Bancorp, Inc.TBBK16.19K$1.01M
Brighthouse Financial, Inc.BHF16.73K$1.06M
Cencora, Inc.COR17.27K$4.89M
The Kraft Heinz CompanyKHC17.64K$416.61K
Magna International Inc.MGA17.92K$1.18M
Cars.com Inc.CARS18.05K$197.47K
Invesco Ltd.IVZ18.65K$492.17K
Celestica Inc.CLS18.81K$6.86M
Alphabet Inc.GOOGL19.24K$6.88M
Merck & Co., Inc.MRK19.68K$2.53M
Teekay Tankers Ltd.TNK19.74K$1.28M
O'Reilly Automotive, Inc.ORLY20.99K$1.93M
National Fuel Gas CompanyNFG21.54K$1.66M
Cisco Systems, Inc.CSCO23.24K$2.73M