Aryn Sands

Kennondale Capital Management Llc

Assets Managed

$138.734M

Holdings

Last Quarter

2026 - Q1

Filed Date

10d ago

Growth Rate

2.06%(2Q avg: 3.07%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kennondale Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Kennondale Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 138.734M in assets, with a quarterly growth rate of 2.06% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MPC Marathon Petroleum Corp Recent Activity	3.48%	$4.815M 19,718 shares@ $244.19 avg price
DK Delek Us Holdings Inc Recent Activity Increased 31.24%	3.24%	$4.484M 99,493 shares@ $45.08 avg price	Increased 31.24%
PRDO Perdoceo Education Corp Recent Activity	3.02%	$4.185M 112,476 shares@ $37.22 avg price
HCC Warrior Met Coal Inc Recent Activity Decreased -14.93%	3.02%	$4.183M 44,901 shares@ $93.16 avg price	Decreased -14.93%
BRK.B Berkshire Hathaway Inc-cl B Recent Activity Increased 18.57%	2.88%	$3.986M 8,317 shares@ $479.2 avg price	Increased 18.57%
RKT Rocket Cos Inc-class A Recent Activity Decreased -0.3%	2.71%	$3.758M 263,712 shares@ $14.25 avg price	Decreased -0.3%
TDW Tidewater Inc Recent Activity	2.65%	$3.676M 43,995 shares@ $83.55 avg price
IBKR Interactive Brokers Gro-cl A Recent Activity	2.63%	$3.647M 54,373 shares@ $67.08 avg price
REPX Riley Exploration Permian In Recent Activity Increased 24.29%	2.48%	$3.428M 94,041 shares@ $36.45 avg price	Increased 24.29%
HRB H&r Block Inc Recent Activity Increased 256.16%	2.39%	$3.311M 104,304 shares@ $31.75 avg price	Increased 256.16%

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