Holdings
Lumbard & Kellner, LLC
As of Jun 30, 2026, Lumbard & Kellner, LLC reported 67 positions worth US$212M. Largest: Alphabet Inc (google) Class C, Materion Corporation and Hudbay Minerals Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 51,320 | US$18.3M | +2,634 | Jun 30, 2026 |
| Materion Corporation | 51,579 | US$15.3M | −2 | Jun 30, 2026 |
| Hudbay Minerals Inc | 520K | US$12.3M | +449 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 12,049 | US$12.2M | +126 | Jun 30, 2026 |
| Petroleo Brasileiro Sa | 710K | US$11.5M | +2,758 | Jun 30, 2026 |
| Enersys | 44,024 | US$10.3M | −153 | Jun 30, 2026 |
| Metlife, Inc. | 107K | US$9.09M | +520 | Jun 30, 2026 |
| First Solar, Inc. | 36,506 | US$8.61M | +246 | Jun 30, 2026 |
| Amazon.com, Inc. | 33,345 | US$7.95M | +718 | Jun 30, 2026 |
| Kinder Morgan, Inc. | 247K | US$7.9M | +1,527 | Jun 30, 2026 |