Stock Taper 
KENNONDALE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Centene Corp. | CNC | 48.98K | $3.14M |
 Weyerhaeuser Company | WY | 48.8K | $1.17M |
 Consensus Cloud Solutions, Inc. | CCSI | 48.39K | $1.85M |
 HP Inc. | HPQ | 43.55K | $955.41K |
 AT&T Inc. | T | 43.48K | $899.95K |
 Occidental Petroleum Corporation | OXY | 43.09K | $2.09M |
 Warrior Met Coal, Inc. | HCC | 41.59K | $3.38M |
 The Kraft Heinz Company | KHC | 38.29K | $904.48K |
 Verizon Communications Inc. | VZ | 35.68K | $1.51M |
 Citigroup Inc. | C | 28.64K | $4.01M |
 T. Rowe Price Group, Inc. | TROW | 27.04K | $3.07M |
 Roku, Inc. | ROKU | 24.56K | $3.39M |
 Gibraltar Industries, Inc. | ROCK | 23.54K | $1.06M |
 Zillow Group, Inc. Class C | Z | 20.33K | $640.9K |
 CVS Health Corp. | CVS | 19.79K | $2.05M |
 Marathon Petroleum Corporation | MPC | 19.72K | $5.04M |
 Etsy, Inc. | ETSY | 17.51K | $1.32M |
 Albemarle Corporation | ALB | 17.19K | $2.32M |
 First Industrial Realty Trust, Inc. | FR | 17.08K | $1.05M |
 Wayfair Inc. | W | 16.89K | $1.56M |