Skba Capital Management LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $635 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Raytheon Technologies Corp with a value of $27M, At&T Inc. with a value of $25.9M, Medtronic PLC with a value of $24.6M, Kinder Morgan, Inc. with a value of $20.7M, and International Business Machines Corp with a value of $20.3M.
Examining the 13F form we can see an increase of $32.9M in the current position value, from $602M to 635M.
Skba Capital Management LLC is based out at San Francisco, CA
Below you can find more details about Skba Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$635 Million
Financial Services: $132 Million
Healthcare: $91.4 Million
Industrials: $81.7 Million
Consumer Cyclical: $61.8 Million
Energy: $61.6 Million
Technology: $59.9 Million
Consumer Defensive: $45.8 Million
Communication Services: $37 Million
Other: $64.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
