KETTLE HILL CAPITAL MANAGEMENT, LLC
Q2 2026 13F filing
Updated 27 days ago35 disclosed positions worth $406.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PSN PARSONS CORP DEL | $22.3M | 425.8K | 5.49% | — |
| 2 | N NXPI NXP SEMICONDUCTORS N V | $22.2M | 79.0K | 5.46% | Trimmed(-22.5%) |
| 3 | V VZ VERIZON COMMUNICATIONS INC | $22M | 519.3K | 5.41% | Added(+384.0%) |
| 4 | A AVTR AVANTOR INC | $18.4M | 1.86M | 4.53% | Added(+64.9%) |
| 5 | I IFF INTERNATIONAL FLAVORS&FRAGRA | $18.2M | 229.8K | 4.48% | Trimmed(-8.5%) |
| 6 | E EP-PC KINDER MORGAN INC DEL | $18M | 562.3K | 4.42% | Added(+121.7%) |
| 7 | C CCI CROWN CASTLE INC | $17.9M | 236.3K | 4.40% | Added(+58.0%) |
| 8 | C CHDN CHURCHILL DOWNS INC | $17.9M | 199.6K | 4.40% | Trimmed(-32.7%) |
| 9 | S SBAC SBA COMMUNICATIONS CORP | $17.8M | 101.1K | 4.39% | Added(+456.8%) |
| 10 | P PRMB PRIMO BRANDS CORPORATION | $16.5M | 675.4K | 4.06% | Added(+14.8%) |
| 11 | T TOL TOLL BROTHERS INC | $15M | 90.8K | 3.68% | Added(+13.1%) |
| 12 | M MTN VAIL RESORTS INC | $14.8M | 109.0K | 3.65% | Trimmed(-47.2%) |
| 13 | N NCLH NORWEGIAN CRUISE LINE HLDGS | $14.8M | 699.2K | 3.63% | — |
| 14 | E ELF E L F BEAUTY INC | $14.7M | 198.4K | 3.61% | — |
| 15 | R RKLB ROCKET COS INC | $14.7M | 930.8K | 3.61% | Trimmed(-40.8%) |
| 16 | P PH PENN ENTERTAINMENT INC | $14.6M | 684.0K | 3.60% | Trimmed(-39.7%) |
| 17 | K KAI KBR INC | $12.7M | 367.8K | 3.13% | — |
| 18 | F FND FLOOR & DECOR HLDGS INC | $12.4M | 209.0K | 3.05% | Added(+318.4%) |
| 19 | L LKQ LKQ CORP | $12.3M | 468.0K | 3.03% | — |
| 20 | S ST SENSATA TECHNOLOGIES HLDG PL | $10.7M | 223.7K | 2.63% | — |
| 21 | G GOOGN ALPHABET INC | $7.7M | 21.5K | 1.89% | — |
| 22 | A AMZN AMAZON COM INC | $7.7M | 32.1K | 1.88% | Added(+40.5%) |
| 23 | H HR HEALTHCARE RLTY TR | $7.4M | 367.4K | 1.82% | Trimmed(-65.0%) |
| 24 | O ON ON SEMICONDUCTOR CORP | $6.4M | 67.9K | 1.58% | — |
| 25 | ? N/A AEVA TECHNOLOGIES INC | $6.4M | 222.2K | 1.57% | — |
| 26 | ? N/A BOBS DISC FURNITURE INC | $6.2M | 393.9K | 1.53% | Added(+31.5%) |
| 27 | G GLNG GOLAR LNG LTD | $5.9M | 118.9K | 1.46% | Trimmed(-27.0%) |
| 28 | S SKY CHAMPION HOMES INC | $5.2M | 59.4K | 1.29% | — |
| 29 | E EXC EXELON CORP | $5.1M | 109.6K | 1.26% | — |
| 30 | D DUK-PA DUKE ENERGY CORP NEW | $5.1M | 40.2K | 1.25% | — |
| 31 | E ED CONSOLIDATED EDISON INC | $5.1M | 46.0K | 1.25% | — |
| 32 | P PPLC PPL CORP | $5.1M | 140.0K | 1.25% | — |
| 33 | P PEB-PH PEBBLEBROOK HOTEL TR | $4.9M | 252.1K | 1.20% | Trimmed(-57.4%) |
| 34 | M MANU MANCHESTER UTD PLC NEW | $245K | 10.7K | 0.06% | Added(+1.9%) |
| 35 | L LKQ KRISPY KREME INC | $38K | 10.7K | 0.01% | — |