KETTLE HILL CAPITAL MANAGEMENT, LLC

Fundamental concentrated ★Signal CIK 1387369
League rank
#301
in Fundamental concentrated · #587 overall
Long book
$399.1M
Q1 2026
Positions
45
Top-10 weight
49%
concentration
Last quarter
+20.2%
SPY +14.8%
Turnover
75%
of book per quarter

Strategy in plain words

auto-generated from filings

KETTLE HILL CAPITAL MANAGEMENT, LLC is a concentrated fundamental stock-picker, running a $399.1M US long book across 45 positions.

The portfolio is moderately concentrated (top 10 ≈ 49% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: CHURCHILL DOWNS INC, VAIL RESORTS INC, ROCKET COS INC-CLASS A, FRANKLIN RESOURCES INC, NXP SEMICONDUCTORS NV.

Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-1.9%
Q2 2024
+11.1%
Q3 2024
+1.1%
Q4 2024
-9.9%
Q1 2025
+8.6%
Q2 2025
+13.3%
Q3 2025
-0.9%
Q4 2025
-7.2%
Q1 2026
+20.2%

Sector allocation

Financials
23%
Services media
23%
Technology
17%
Other
11%
Industrials
10%
Communications
5%
Consumer staples
3%
Consumer discretionary
3%

Long book by quarter

$411.3M
Q1 2024
$396.7M
Q2 2024
$389.9M
Q3 2024
$460.3M
Q4 2024
$364.3M
Q1 2025
$432.1M
Q2 2025
$444.5M
Q3 2025
$448.4M
Q4 2025
$399.1M
Q1 2026

What does KETTLE HILL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CHDN CHURCHILL DOWNS INCServices media296.6K$26.6M6.7%New
MTN VAIL RESORTS INCServices media206.7K$26.5M6.6%New
RKT ROCKET COS INC-CLASS AFinancials1.6M$22.4M5.6%+111.0%
BEN FRANKLIN RESOURCES INCFinancials933.2K$22.0M5.5%+139.1%
NXPI NXP SEMICONDUCTORS NVTechnology101.9K$20.1M5.0%New
IFF INTL FLAVORS & FRAGRANCESOther251.2K$18.2M4.6%+79.7%
PENN PENN ENTERTAINMENT INCServices media1.1M$17.0M4.3%-36.1%
GFS GLOBALFOUNDRIES INCTechnology252.5K$11.2M2.8%New
PRMB PRIMO BRANDS CORPConsumer staples588.6K$11.1M2.8%+57.6%
LULU LULULEMON ATHLETICA INCOther72.1K$11.0M2.8%New
ZION ZIONS BANCORP NAFinancials190.8K$11.0M2.8%New
TOL TOLL BROTHERS INCIndustrials80.2K$10.9M2.7%New
VSNT VERSANT MEDIA GROUP INCCommunications294.4K$10.9M2.7%New
WYNN WYNN RESORTS LTDServices media104.4K$10.6M2.7%-51.5%
UAA UNDER ARMOUR INC-CLASS AOther1.8M$10.5M2.6%New
MC MOELIS & CO - CLASS AFinancials155.4K$8.9M2.2%New
AVTR AVANTOR INCHealthcare1.1M$8.8M2.2%New
GLNG GOLAR LNG LTDIndustrials163.0K$8.8M2.2%+2.8%
KMI KINDER MORGAN INCUtilities253.7K$8.5M2.1%-60.5%
WOLF WOLFSPEED INCTechnology365.9K$6.0M1.5%New
ALGM ALLEGRO MICROSYSTEMS INCTechnology181.5K$5.7M1.4%New
CCL CARNIVAL CORP LTDIndustrials221.1K$5.7M1.4%New
JPM JPMORGAN CHASE & COFinancials19.1K$5.6M1.4%-48.4%
MCHP MICROCHIP TECHNOLOGY INCTechnology86.1K$5.6M1.4%New
FITB FIFTH THIRD BANCORPFinancials119.6K$5.6M1.4%New
ADI ANALOG DEVICES INCTechnology17.4K$5.5M1.4%New
RJF RAYMOND JAMES FINANCIAL INCFinancials38.3K$5.5M1.4%New
VZ VERIZON COMMUNICATIONS INCCommunications107.3K$5.4M1.3%-81.4%
HII HUNTINGTON INGALLS INDUSTRIEIndustrials13.0K$4.9M1.2%-27.9%
AMZN AMAZON.COM INCConsumer discretionary22.9K$4.8M1.2%+534.2%
BOBS BOB'S DISCOUNT FURNITUREConsumer discretionary299.5K$3.5M0.9%New
FND FLOOR & DECOR HOLDINGS INC-AConsumer discretionary50.0K$2.5M0.6%New
ESTC ELASTIC NVTechnology44.3K$2.2M0.6%-88.8%
ALK ALASKA AIR GROUP INCIndustrials59.6K$2.2M0.5%New
S SENTINELONE INC -CLASS ATechnology169.4K$2.2M0.5%-90.1%
CMC COMMERCIAL METALS COIndustrials35.3K$2.2M0.5%-78.7%
AMRZ AMRIZE LTDIndustrials34.5K$1.9M0.5%New
MANU MANCHESTER UNITED PLC-CL AServices media10.5K$176K0.0%New
MTRX MATRIX SERVICE COIndustrials15.0K$172K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202645$399.1M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202639$448.4M canonicalSEC ↗
Q3 202513F-HRNov 14, 202536$444.5M canonicalSEC ↗
Q2 202513F-HRAug 14, 202541$432.1M canonicalSEC ↗
Q1 202513F-HRMay 15, 202541$364.3M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202536$460.3M canonicalSEC ↗
Q3 202413F-HRNov 14, 202435$389.9M canonicalSEC ↗
Q2 202413F-HRAug 14, 202447$396.7M canonicalSEC ↗
Q1 202413F-HRMay 15, 202439$411.3M canonicalSEC ↗