Stock Taper

KENNONDALE CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arcosa, Inc.ACA8.1K$1.18M
Berkshire Hathaway Inc.BRK-B8.32K$4.16M
Louisiana-Pacific CorporationLPX9K$707.62K
Belden Inc.BDC9.07K$1.09M
Walmart Inc.WMT9.19K$1.04M
Seneca Foods CorporationSENEA9.59K$1.67M
Virtus Investment Partners, Inc.VRTS9.77K$1.4M
Crocs, Inc.CROX10.85K$1.31M
Qorvo, Inc.QRVO11.98K$1.12M
Duke Energy CorporationDUK12.87K$1.63M
Koppers Holdings Inc.KOP13.58K$609.65K
Capital One Financial CorporationCOF13.99K$2.81M
3M CompanyMMM15.38K$2.49M
PACCAR IncPCAR15.6K$1.87M
Exxon Mobil CorporationXOM16.53K$2.26M
Wayfair Inc.W16.89K$1.56M
First Industrial Realty Trust, Inc.FR17.08K$1.05M
Albemarle CorporationALB17.19K$2.32M
Etsy, Inc.ETSY17.51K$1.32M
Marathon Petroleum CorporationMPC19.72K$5.04M