Stock Taper 
KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AT&T Inc. | T | 3.13M | $88.38M |
 KeyCorp | KEY | 2.84M | $45.34M |
 Valley National Bancorp | VLY | 1.92M | $17.09M |
 Allegro MicroSystems, Inc. | ALGM | 1.66M | $41.61M |
 First Horizon Corporation | FHN | 1.63M | $31.64M |
 Nu Holdings Ltd. | NU | 1.29M | $13.25M |
 Old National Bancorp | ONB | 1.11M | $23.6M |
 Warner Bros. Discovery, Inc. | WBD | 1.02M | $10.98M |
 Ambarella, Inc. | AMBA | 904.54K | $45.53M |
 Geron Corporation | GERN | 893.09K | $1.42M |
 PENN Entertainment, Inc. | PENN | 846.33K | $13.8M |
 DraftKings Inc. | DKNG | 823.11K | $27.34M |
 Mattel, Inc. | MAT | 723.62K | $14.06M |
 MKS Inc. | MKSI | 708.02K | $56.75M |
 Rocket Companies, Inc. | RKT | 700.7K | $8.46M |
 Affirm Holdings, Inc. | AFRM | 562.89K | $25.44M |
 Truist Financial Corporation | TFC | 546.67K | $22.5M |
 VICI Properties Inc. | VICI | 521.78K | $17.02M |
 Emerson Electric Co. | EMR | 508.33K | $55.73M |
 Fortive Corporation | FTV | 508.08K | $37.18M |