KODAI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 3.13M | $88.38M |
 | KEY | 2.84M | $45.34M |
 | VLY | 1.92M | $17.09M |
 | ALGM | 1.66M | $41.61M |
 | FHN | 1.63M | $31.64M |
 | NU | 1.29M | $13.25M |
 | ONB | 1.11M | $23.60M |
 | TGNA | 1.08M | $19.63M |
 | WBD | 1.02M | $10.98M |
 | AMBA | 905K | $45.53M |
 | GERN | 893K | $1.42M |
 | CCCS | 885K | $7.99M |
 | PENN | 846K | $13.80M |
 | DKNG | 823K | $27.34M |
 | MAT | 724K | $14.06M |
 | MKSI | 708K | $56.75M |
 | RKT | 701K | $8.46M |
 | FOLD | 605K | $4.94M |
 | AFRM | 563K | $25.44M |
 | CMA | 556K | $32.86M |
AT&T Inc.
T
Shares Held
3.13M
Value
$88.38M
KeyCorp
KEY
Shares Held
2.84M
Value
$45.34M
Valley National Bancorp
VLY
Shares Held
1.92M
Value
$17.09M
Allegro MicroSystems, Inc.
ALGM
Shares Held
1.66M
Value
$41.61M
First Horizon Corporation
FHN
Shares Held
1.63M
Value
$31.64M
Nu Holdings Ltd.
NU
Shares Held
1.29M
Value
$13.25M
Old National Bancorp
ONB
Shares Held
1.11M
Value
$23.60M
TEGNA Inc.
TGNA
Shares Held
1.08M
Value
$19.63M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.02M
Value
$10.98M
Ambarella, Inc.
AMBA
Shares Held
905K
Value
$45.53M
Geron Corporation
GERN
Shares Held
893K
Value
$1.42M
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
885K
Value
$7.99M
PENN Entertainment, Inc.
PENN
Shares Held
846K
Value
$13.80M
DraftKings Inc.
DKNG
Shares Held
823K
Value
$27.34M
Mattel, Inc.
MAT
Shares Held
724K
Value
$14.06M
MKS Inc.
MKSI
Shares Held
708K
Value
$56.75M
Rocket Companies, Inc.
RKT
Shares Held
701K
Value
$8.46M
Amicus Therapeutics, Inc.
FOLD
Shares Held
605K
Value
$4.94M
Affirm Holdings, Inc.
AFRM
Shares Held
563K
Value
$25.44M
Comerica Incorporated
CMA
Shares Held
556K
Value
$32.86M