Stock Taper 
KENNONDALE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Huntington Ingalls Industries, Inc. | HII | 6.55K | $1.83M |
 Valero Energy Corporation | VLO | 5.83K | $1.52M |
 Affiliated Managers Group, Inc. | AMG | 5.34K | $1.81M |
 Cummins Inc. | CMI | 3.91K | $2.79M |
 Solventum Corporation | SOLV | 3.85K | $296.64K |
 Eaton Corporation plc | ETN | 3.34K | $1.42M |
 CACI International Inc | CACI | 3.32K | $1.54M |
 Diamondback Energy, Inc. | FANG | 3.26K | $573.08K |
 FTI Consulting, Inc. | FCN | 3.1K | $462.38K |
 Humana Inc. | HUM | 2.97K | $1.18M |
 General Dynamics Corporation | GD | 2.66K | $941.92K |
 Thermo Fisher Scientific Inc. | TMO | 2.48K | $1.24M |
 InterDigital, Inc. | IDCC | 2.35K | $665.9K |
 Centrus Energy Corp. | LEU | 1.84K | $309.55K |
 Markel Corporation | MKL | 1.47K | $2.86M |