Skba Capital Management LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $602 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Raytheon Technologies Corp with a value of $23.7M, At&T Inc. with a value of $22.7M, Kinder Morgan, Inc. with a value of $22.2M, Medtronic PLC with a value of $21.5M, and International Business Machines Corp with a value of $18.5M.
Examining the 13F form we can see an decrease of $39.6M in the current position value, from $642M to 602M.
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
$602 Million
Financial Services: $123 Million
Healthcare: $86.9 Million
Industrials: $77 Million
Consumer Cyclical: $64.9 Million
Energy: $58 Million
Technology: $56.9 Million
Consumer Defensive: $41.7 Million
Communication Services: $34.7 Million
Other: $59 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions