account_balance
Investment manager · 13F filer · SEC CIK 2055199
Kennondale Capital Management LLC
Reported value$154Mas of Sep 30, 2026
Positions80 5 new, 5 sold out
Top 10 weight25.4%MPC alone is 3%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MPCMarathon Petroleum Corp
3.4%Trimmed −33%
DKDelek US Holdings, Inc.
2.7%Trimmed −37%
BRK-BBerkshire Hathaway Inc
2.7%
TDWTidewater Inc
2.7%
REPXRiley Exploration Permian, Inc.
2.4%
CCitigroup Inc
2.4%
HCCWarrior Met Coal, Inc.
2.4%
VZVerizon Communications Inc
2.3%Added +121%
PRDOPerdoceo Education Corp
2.3%
OXYOccidental Petroleum Corp
2.2%Added +42%
SWIMLatham Group, Inc.
2.2%Added +66%
AUBAtlantic Union Bankshares Corp
2.2%Added +65%
MPCMarathon Petroleum Corp
3.4%−33%
DKDelek US Holdings, Inc.
2.7%
BRK-BBerkshire Hathaway Inc
2.7%
TDWTidewater Inc
2.7%
REPXRiley Exploration Permian, Inc.
2.4%
CCitigroup Inc
2.4%
HCCWarrior Met Coal, Inc.
2.4%
VZVerizon Communications Inc
2.3%
PRDOPerdoceo Education Corp
2.3%
OXYOccidental Petroleum Corp
2.2%
SWIMLatham Group, Inc.
2.2%
AUBAtlantic Union Bankshares Corp
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MPC Marathon Petroleum Corp 3.4% Trimmed −33%DK Delek US Holdings, Inc. 2.7% Trimmed −37%BRK-B Berkshire Hathaway Inc 2.7% HeldTDW Tidewater Inc 2.7% HeldREPX Riley Exploration Permian, Inc. 2.4% HeldC Citigroup Inc 2.4% HeldHCC Warrior Met Coal, Inc. 2.4% HeldVZ Verizon Communications Inc 2.3% Added +121%PRDO Perdoceo Education Corp 2.3% HeldOXY Occidental Petroleum Corp 2.2% Added +42%SWIM Latham Group, Inc. 2.2% Added +66%AUB Atlantic Union Bankshares Corp 2.2% Added +65%
What changed
Biggest moves since Jun 30, 2026
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