SEC Form 13F

KETTLE HILL CAPITAL MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$406,353,868
Positions35

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PARSONS CORP DELPSNCOM$22,305,095425,751
NXP SEMICONDUCTORS N VNXPICOM$22,187,88178,952
VERIZON COMMUNICATIONS INCVZCOM$21,987,331519,304
AVANTOR INCAVTRCOM$18,423,4451,860,954
INTERNATIONAL FLAVORS&FRAGRAIFFCOM$18,207,053229,829
KINDER MORGAN INC DELKMICOM$17,977,658562,329
CROWN CASTLE INCCCICOM$17,894,090236,288
CHURCHILL DOWNS INCCHDNCOM$17,892,861199,608
SBA COMMUNICATIONS CORPSBACCL A$17,845,047101,128
PRIMO BRANDS CORPORATIONPRMBCLASS A COM SHS$16,507,485675,429

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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