Kehrs Ridge Capital,Llc Purchases and Sells in Q3 2022

Kehrs Ridge Capital,Llc

$260 Million
Q3 2022

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMT	70K + 70.0%	$121.98 - $139.52 $8.54M - $9.77M	170K $22M
BG	95K + 126.67%	$81.92 - $103.8 $7.78M - $9.86M	170K $14M
MNST	80K + 53.33%	$86.77 - $99.62 $6.94M - $7.97M	230K $20M
LVS	150K + 150.0%	$32.21 - $39.72 $4.83M - $5.96M	250K $9.38M
ASO	90K + 56.25%	$34.99 - $50.67 $3.15M - $4.56M	250K $10.5M
DKS	30K + 60.0%	$76.85 - $117.77 $2.31M - $3.53M	80K $8.37M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MO	415K New	$40.38 - $46.22 $16.8M - $19.2M	415K $16.8M
SJM	100K New	$128.74 - $144.13 $12.9M - $14.4M	100K $13.7M
PG	105K New	$126.25 - $149.93 $13.3M - $15.7M	105K $13.3M
TJX	200K New	$56.04 - $68.54 $11.2M - $13.7M	200K $12.4M
TPR	325K New	$28.43 - $37.57 $9.24M - $12.2M	325K $9.24M
MAR	50K New	$135.65 - $166.24 $6.78M - $8.31M	50K $7.01M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CL	-155K - 67.39%	$70.25 - $82.95 $10.9M - $12.9M	75K $5.27M
CCEP	-177K - 67.5%	$42.62 - $55.28 $7.52M - $9.76M	85K $3.62M
PEP	-55K - 50.0%	$163.26 - $180.4 $8.98M - $9.92M	55K $8.98M
SMPL	-125K - 60.98%	$29.4 - $38.82 $3.68M - $4.85M	80K $2.56M
PFGC	-100K - 50.0%	$42.95 - $53.32 $4.3M - $5.33M	100K $4.3M
POST	-3.5K - 2.0%	$81.75 - $90.34 $286K - $316K	172K $14M

Activity Summary All Purchases 25 New Holdings 13 Increased Positions 12 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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