KETTLE HILL CAPITAL MANAGEMENT, LLC
KETTLE HILL CAPITAL MANAGEMENT, LLC reported 35 positions worth $406.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PSN (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PSN | SH | $22.3M | 5.49% | 425,751 | — | — | |
| ▸ 2 | NXPI | SH | $22.2M | 5.46% | 78,952 | — | — | |
| ▸ 3 | VZ | SH | $22.0M | 5.41% | 519,304 | — | — | |
| ▸ 4 | AVTR | SH | $18.4M | 4.53% | 1,860,954 | — | — | |
| ▸ 5 | IFF | SH | $18.2M | 4.48% | 229,829 | — | — | |
| ▸ 6 | KMI | SH | $18.0M | 4.42% | 562,329 | — | — | |
| ▸ 7 | CCI | SH | $17.9M | 4.40% | 236,288 | — | — | |
| ▸ 8 | CHDN | SH | $17.9M | 4.40% | 199,608 | — | — | |
| ▸ 9 | SBAC | SH | $17.8M | 4.39% | 101,128 | — | — | |
| ▸ 10 | PRMB | SH | $16.5M | 4.06% | 675,429 | — | — |
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Frequently Asked Questions
What stocks does KETTLE HILL CAPITAL MANAGEMENT, LLC hold as of Q2 2026?
KETTLE HILL CAPITAL MANAGEMENT, LLC reported 35 positions worth $406.4M in its Q2 2026 13F filing. Largest positions: PSN (5.5%), NXPI (5.5%), VZ (5.4%), AVTR (4.5%) and IFF (4.5%).
What did KETTLE HILL CAPITAL MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did KETTLE HILL CAPITAL MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.