Kennondale Capital Management LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $91.7 Billion distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $3.74B, Interactive Brokers Group, Inc. with a value of $3.22B, Marathon Petroleum Corp with a value of $2.87B, Markel Corp with a value of $2.74B, and Capital One Financial Corp with a value of $2.51B.
Examining the 13F form we can see an decrease of $860M in the current position value, from $92.6B to 91.7B.
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
$91.7 Billion
Financial Services: $22.8 Billion
Industrials: $14.5 Billion
Energy: $10.8 Billion
Healthcare: $8.47 Billion
Consumer Cyclical: $7.7 Billion
Consumer Defensive: $7.11 Billion
Basic Materials: $5.86 Billion
Technology: $5.08 Billion
Other: $7.44 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
