§ 13F · FUND PROFILE
KETTLE HILL CAPITAL MANAGEMENT, LLC.
AUM · $444M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$134M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PSN | PARSONS CORP DEL | 426K | $22M | 5.5% | NEW |
| 2 | NXPI | NXP SEMICONDUCTORS N V | 79K | $22M | 5.5% | −23% |
| 3 | VZ | VERIZON COMMUNICATIONS INC | 519K | $22M | 5.4% | +384% |
| 4 | AVTR | AVANTOR INC | 1.86M | $18M | 4.5% | +65% |
| 5 | IFF | INTERNATIONAL FLAVORS&FRAGRA | 230K | $18M | 4.5% | −9% |
| 6 | KMI | KINDER MORGAN INC DEL | 562K | $18M | 4.4% | +122% |
| 7 | CCI | CROWN CASTLE INC | 236K | $18M | 4.4% | +58% |
| 8 | CHDN | CHURCHILL DOWNS INC | 200K | $18M | 4.4% | −33% |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 101K | $18M | 4.4% | +457% |
| 10 | PRMB | PRIMO BRANDS CORPORATION | 675K | $17M | 4.1% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KETTLE SIGNAL
AC read
KETTLE HILL CAPITAL MANAGEMENT, LLC is a Other fund managing $444 million in assets. The fund runs a portfolio of 36 positions.
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