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Andrew Kyle Walker

Sone Capital Management, Llc

Assets Managed
$1.191B
Holdings
101
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-3.36%(2Q avg: -0.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sone Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Sone Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.191B in assets, with a quarterly growth rate of -3.36% and a 2-quarter average growth rate of -0.1%. The portfolio is managed by Andrew Kyle Walker, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LII
Lennox International Inc
Recent Activity
Increased 113.22%
3.27%
$38.921M
83,859 shares@ $464.14 avg price
ALLE
Allegion Plc
Recent Activity
Increased 34.18%
3.25%
$38.654M
266,044 shares@ $145.3 avg price
UNP
Union Pacific Corp
Recent Activity
Increased 3.32%
3.25%
$38.643M
159,274 shares@ $242.63 avg price
IEX
Idex Corp
Recent Activity
New Position
3.25%
$38.635M
203,824 shares@ $189.55 avg price
FOX
Fox Corp - Class B
Recent Activity
Decreased -8.74%
2.82%
$33.561M
632,025 shares@ $53.11 avg price
POOL
Pool Corp
Recent Activity
Increased 30.44%
2.74%
$32.551M
160,882 shares@ $202.33 avg price
AWK
American Water Works Co Inc
Recent Activity
Increased 4.28%
2.53%
$30.114M
221,282 shares@ $136.09 avg price
DSGX
Descartes Systems Grp The
Recent Activity
Increased 98.38%
2.36%
$28.06M
391,828 shares@ $71.62 avg price
VLTO
Veralto Corp
Recent Activity
Increased 168.08%
2.34%
$27.811M
314,528 shares@ $88.43 avg price
HD
Home Depot Inc
Recent Activity
Increased 295.76%
2.32%
$27.611M
83,951 shares@ $328.89 avg price

1-10 of 101