Kennondale Capital Management LLC Top Holdings and 13F Report (2025) About Kennondale Capital Management LLCInvestment ActivityKennondale Capital Management LLC has $92.58 million in total holdings as of December 31, 2024.Kennondale Capital Management LLC owns shares of 80 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Largest Holdings Interactive Brokers Group $4,620,681Berkshire Hathaway $3,179,759Marathon Petroleum $2,750,678Perdoceo Education $2,558,114Markel Group $2,528,927 Sector AllocationMap of 500 Largest Holdings ofKennondale Capital Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIBKRInteractive Brokers Group$4,620,68126,1545.0%FinanceBRK.BBerkshire Hathaway$3,179,7597,0153.4%FinanceMPCMarathon Petroleum$2,750,67819,7183.0%Oils/EnergyPRDOPerdoceo Education$2,558,11496,6422.8%Consumer DiscretionaryMKLMarkel Group$2,528,9271,4652.7%Multi-Sector ConglomeratesCOFCapital One Financial$2,494,37313,9882.7%FinanceALBAlbemarle$2,389,99727,7652.6%Basic MaterialsETNEaton$2,215,5646,6762.4%Industrial ProductsTROWT. Rowe Price Group$2,094,42718,5202.3%FinanceBBWBuild-A-Bear Workshop$2,020,78843,8922.2%Retail/WholesaleCCitigroup$2,016,22828,6442.2%FinanceMMM3M$1,985,92115,3842.1%Multi-Sector ConglomeratesROKURoku$1,825,56724,5572.0%Consumer DiscretionaryCOOPMr. Cooper Group$1,798,17118,7291.9%FinanceXOMExxon Mobil$1,778,56216,5341.9%Oils/EnergySBGISinclair$1,741,047107,8721.9%Consumer DiscretionaryWMTWalmart$1,660,37818,3771.8%Retail/WholesalePCARPACCAR$1,622,76715,6011.8%Auto/Tires/TrucksBENFranklin Resources$1,593,26978,5251.7%FinanceHRBH&R Block$1,547,45529,2861.7%Consumer DiscretionaryFMCFMC$1,517,41031,2161.6%Consumer StaplesZZillow Group$1,505,65920,3331.6%FinanceHCCWarrior Met Coal$1,505,01927,7471.6%Oils/EnergySOISolaris Oilfield Infrastructure$1,454,05250,5231.6%Oils/EnergyHPQHP$1,420,92643,5471.5%Computer and TechnologyDUKDuke Energy$1,386,06712,8651.5%UtilitiesPLXSPlexus$1,378,4328,8091.5%Computer and TechnologyCMICummins$1,363,5423,9111.5%Auto/Tires/TrucksTMOThermo Fisher Scientific$1,288,7782,4771.4%MedicalGRBKGreen Brick Partners$1,255,99922,2341.4%FinanceKHCKraft Heinz$1,175,97738,2931.3%Consumer StaplesWWayfair$1,140,66425,7371.2%Retail/WholesaleREPXRiley Exploration Permian$1,103,53834,5721.2%Oils/EnergyWBAWalgreens Boots Alliance$1,049,952112,5351.1%Retail/WholesaleJNJJohnson & Johnson$1,029,7357,1201.1%MedicalCCSIConsensus Cloud Solutions$981,43341,1331.1%Computer and TechnologyAUBAtlantic Union Bankshares$941,28024,8491.0%FinanceCACICACI International$939,8442,3261.0%Computer and TechnologyETSYEtsy$926,21017,5121.0%Retail/WholesaleVRTSVirtus Investment Partners$905,9224,1071.0%FinanceAMGAffiliated Managers Group$904,6384,8921.0%FinanceHSIIHeidrick & Struggles International$901,17720,3381.0%Business ServicesCVSCVS Health$888,25319,7871.0%MedicalFCNFTI Consulting$837,7234,3830.9%Business ServicesQRVOQorvo$837,69111,9790.9%Computer and TechnologyCROXCrocs$833,1957,6070.9%Consumer DiscretionaryHIIHuntington Ingalls Industries$808,7924,2800.9%AerospaceOXYOccidental Petroleum$791,49916,0190.9%Oils/EnergyWCCWESCO International$788,2624,3560.9%Computer and TechnologyAKROAkero Therapeutics$784,99728,2170.8%MedicalACAArcosa$783,8398,1030.8%ConstructionALDXAldeyra Therapeutics$754,887151,2800.8%MedicalHUMHumana$754,0922,9720.8%MedicalBDCBelden$714,5056,3450.8%Industrial ProductsVLOValero Energy$714,0895,8250.8%Oils/EnergyGDGeneral Dynamics$700,6202,6590.8%AerospacePINCPremier$674,62631,8220.7%MedicalLPXLouisiana-Pacific$652,9786,3060.7%ConstructionIDCCInterDigital$643,3273,3210.7%Computer and TechnologyCVICVR Energy$616,30332,8870.7%Oils/EnergyFRFirst Industrial Realty Trust$599,69111,9630.6%FinanceABMABM Industries$587,85311,4860.6%ConstructionFULTFulton Financial$557,99628,9420.6%FinanceFRMEFirst Merchants$538,31613,4950.6%FinanceFANGDiamondback Energy$534,1243,2600.6%Oils/EnergyAMLXAmylyx Pharmaceuticals$508,202134,4450.5%MedicalHUNHuntsman$501,41527,8100.5%Basic MaterialsCNCCentene$494,5158,1630.5%MedicalPRKPark National$493,3332,8780.5%FinanceWYWeyerhaeuser$483,53317,1770.5%ConstructionAWRAmerican States Water$430,6025,5400.5%UtilitiesBIIBBiogen$422,0592,7600.5%MedicalIOVAIovance Biotherapeutics$390,49152,7690.4%MedicalBUDAnheuser-Busch InBev SA/NV$332,6156,6430.4%Consumer StaplesCAGConagra Brands$331,40011,9420.4%Consumer StaplesKOPKoppers$308,1899,5120.3%Basic MaterialsLEUCentrus Energy$300,6784,5140.3%Basic MaterialsSOLVENTUM CORP$254,0013,8450.3%COM SHSCHTRCharter Communications$253,9937410.3%Consumer DiscretionaryTRCTejon Ranch$174,28010,9610.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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