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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $91.7 Billion
  • Prior Value $92.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
Track This Portfolio

Track Kennondale Capital Management LLC Portfolio

Follow Kennondale Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kennondale Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kennondale Capital Management LLC with notifications on news.