Long-term investor
Kennon-green & Company, LLC @kennongreencompanyllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963352).
Record
- Tracked since 2025-09-30 (371 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days -3.1% · 6 months +0.4% · 1 year n/a · all -4.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 7.8% · long · since 2025-09-30
- META · 7.6% · long · since 2025-09-30
- PM · 6.4% · long · since 2025-09-30
- MO · 5.6% · long · since 2025-09-30
- 110448107 · 5.4% · long · since 2025-09-30
- BRK-B · 5.3% · long · since 2025-09-30
- HSY · 5.2% · long · since 2025-09-30
- PEP · 4.5% · long · since 2025-09-30
- MDLZ · 4.3% · long · since 2025-09-30
- CRM · 4.2% · long · since 2026-09-30
- KO · 4.1% · long · since 2025-09-30
- SSNC · 4.0% · long · since 2025-09-30