Holdings
Kettle Hill Capital Management, LLC
As of Jun 30, 2026, Kettle Hill Capital Management, LLC reported 33 positions worth US$373M. Largest: Parsons Corporation, Verizon Communications Inc. and Avantor, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Parsons Corporation | 426K | US$22.3M | new | Jun 30, 2026 |
| Verizon Communications Inc. | 519K | US$22M | +412K | Jun 30, 2026 |
| Avantor, Inc. | 1.86M | US$18.4M | +732K | Jun 30, 2026 |
| International Flavors & Fragrances, Inc. | 230K | US$18.2M | −21,374 | Jun 30, 2026 |
| Kinder Morgan, Inc. | 562K | US$18M | +309K | Jun 30, 2026 |
| Crown Castle Inc. | 236K | US$17.9M | +86,719 | Jun 30, 2026 |
| Churchill Downs, Incorporated | 200K | US$17.9M | −97,025 | Jun 30, 2026 |
| Sba Communications Corporation | 101K | US$17.8M | +82,964 | Jun 30, 2026 |
| Primo Brands Corporation | 675K | US$16.5M | +86,811 | Jun 30, 2026 |
| Toll Brothers, Inc. | 90,764 | US$15M | +10,542 | Jun 30, 2026 |