Long-term investor

Kennondale Capital Management LLC @kennondalecapitalmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055199).

Record

  • Tracked since 2025-06-30 (446 days), 113 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.1% · 6 months n/a · 1 year +19.8% · all +19.8%
  • Max drawdown n/a · win rate 44% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MPC · 3.4% · long · since 2025-06-30
  • IBKR · 3.2% · long · since 2025-06-30
  • DK · 3.1% · long · since 2025-06-30
  • BRK-B · 2.8% · long · since 2025-06-30
  • RKT · 2.8% · long · since 2025-12-31
  • C · 2.7% · long · since 2025-06-30
  • GRBK · 2.6% · long · since 2025-06-30
  • 71363P106 · 2.4% · long · since 2025-06-30
  • ROKU · 2.3% · long · since 2025-06-30
  • HCC · 2.2% · long · since 2025-06-30
  • TDW · 2.2% · long · since 2025-12-31
  • CNC · 2.1% · long · since 2025-06-30

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