Kennondale Capital Management LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98 Billion distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Interactive Brokers Group, Inc. with a value of $4.3B, Berkshire Hathaway Inc Class B with a value of $3.41B, Marathon Petroleum Corp with a value of $3.28B, Capital One Financial Corp with a value of $2.98B, and Markel Corp with a value of $2.93B.
Examining the 13F form we can see an increase of $6.27B in the current position value, from $91.7B to 98B.
Kennondale Capital Management LLC is based out at Richmond, VA
Below you can find more details about Kennondale Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$98 Billion
Financial Services: $25.5 Billion
Industrials: $15.6 Billion
Energy: $11.6 Billion
Consumer Cyclical: $9 Billion
Healthcare: $8.33 Billion
Consumer Defensive: $7.04 Billion
Basic Materials: $6.16 Billion
Technology: $5.47 Billion
Other: $7.59 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
