Kryger Capital LLC
Long book
$1.41B
Q1 2026
Positions
76
Top-10 weight
67%
concentration
Last quarter
+4.7%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsKryger Capital LLC is a diversified fundamental manager, running a $1.41B US long book across 76 positions.
The portfolio is concentrated: the top 10 names carry 67% of the portfolio. Current anchor positions: NORFOLK SOUTHERN CORP, CHART INDUSTRIES INC, ELECTRONIC ARTS INC, DIGITALBRIDGE GROUP INC, LEARWATER ANALYTICS HLDGS I.
We rate its filings as signal-bearing: position changes reflect genuine views.
Sector allocation
Other 35%
Industrials 22%
Financials 17%
Technology 12%
Communications 7%
Healthcare 4%
Utilities 3%
Services media 0%
Long book by quarter
What does Kryger Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NSC NORFOLK SOUTHERN CORP | Industrials | 530.3K | $152.2M | 10.8% | Held |
| GTLS CHART INDUSTRIES INC | Industrials | 550.1K | $113.7M | 8.0% | Held |
| EA ELECTRONIC ARTS INC | Technology | 508.3K | $103.6M | 7.3% | Held |
| DBRG DIGITALBRIDGE GROUP INC | Financials | 6.7M | $102.7M | 7.3% | Held |
| KVUE KENVUE INC | Other | 5.2M | $89.8M | 6.4% | Held |
| WBD WARNER BROS DISCOVERY INC | Communications | 3.1M | $84.8M | 6.0% | Held |
| DAWNGBX DAY ONE BIOPHARMACEUTICALS I | — | 3.9M | $83.5M | 5.9% | Held |
| AM6 AMICUS THERAPEUTICS INC | — | 4.6M | $65.9M | 4.7% | Held |
| HO1 HOLOGIC INC | — | 821.1K | $62.1M | 4.4% | Held |
| AL AIR LEASE CORP | — | 878.1K | $57.0M | 4.0% | Held |
| PEN PENUMBRA INC | Healthcare | 153.8K | $50.5M | 3.6% | Held |
| APLSUSD APELLIS PHARMACEUTICALS INC | — | 1.1M | $44.3M | 3.1% | Held |
| SLAB SILICON LABORATORIES INC | Technology | 179.4K | $37.3M | 2.6% | Held |
| AES AES CORP | Utilities | 2.3M | $31.7M | 2.2% | Held |
| BHF BRIGHTHOUSE FINANCIAL INC | Financials | 502.7K | $30.1M | 2.1% | Held |
| MASI* MASIMO CORP | — | 100.6K | $17.9M | 1.3% | Held |
| ZKP LAFAYETTE DIGITAL ACQUISITIO | Financials | 1.6M | $16.0M | 1.1% | Held |
| AEAQ ACTIVATE ENERGY ACQUISITIO-A | Financials | 919.6K | $9.1M | 0.6% | Held |
| SVAQ SILICON VALLEY ACQUISIT-CL A | Financials | 610.5K | $6.0M | 0.4% | Held |
| MESH MESHFLOW ACQUISITION CO-CL A | Financials | 538.0K | $5.3M | 0.4% | Held |
| GPAC GENERAL PURPOSE ACQUISIT-A | Financials | 509.7K | $5.1M | 0.4% | Held |
| BA BOEING CO/THE | Industrials | 25.0K | $5.0M | 0.4% | Held |
| K4F ONESTREAM INC | — | 202.0K | $4.8M | 0.3% | Held |
| DSAC DAEDALUS SPECIAL ACQUIS-CL A | Financials | 439.2K | $4.4M | 0.3% | Held |
| NHIC NEWHOLD INVESTMENT COR III-A | Financials | 402.6K | $4.2M | 0.3% | Held |
| SAC SAFEGUARD ACQUISITION C-CL A | Financials | 409.0K | $4.1M | 0.3% | Held |
| DMII DRUGS MADE IN AMERICA ACQUIS | Financials | 309.7K | $3.1M | 0.2% | Held |
| CEPS CANTOR EQUITY PARTNERS VI -A | Financials | 301.8K | $3.0M | 0.2% | Held |
| RIOT RIOT PLATFORMS INC | Financials | 239.0K | $3.0M | 0.2% | Held |
| IRHO IRON HORSE ACQUISITIONS CORP | Services media | 279.8K | $2.8M | 0.2% | Held |
| ADAC AMERICAN DRIVE ACQUISIT-CL A | Financials | 264.0K | $2.6M | 0.2% | Held |
| BLRK BLUEROCK ACQUISITION CORP-A | Financials | 245.6K | $2.4M | 0.2% | Held |
| SCPQ SOCIAL COMMERCE PARTNER CL-A | Financials | 203.7K | $2.0M | 0.1% | Held |
| LPCV LAUNCHPAD CADENZA ACQUI-CL A | Financials | 179.1K | $1.8M | 0.1% | Held |
| ITHA ITHAX ACQUISITION CORP-CL A | Financials | 152.9K | $1.5M | 0.1% | Held |
| RKT ROCKET COS INC-CLASS A | Financials | 87.4K | $1.2M | 0.1% | Held |
| RVMD REVOLUTION MEDICINES INC | Healthcare | 8.7K | $843K | 0.1% | Held |
| MBVI M3-BRIGADE ACQUISITION-CL A | Financials | 78.7K | $791K | 0.1% | Held |
| COMP COMPASS INC - CLASS A | Real estate | 104.7K | $765K | 0.1% | Held |
| FCRS FUTURECREST ACQUISITION-CL A | Financials | 51.7K | $521K | 0.0% | Held |
| 7WH UDEMY INC | — | 99.3K | $459K | 0.0% | Held |
| VAL VALARIS LTD | Energy | 3.1K | $300K | 0.0% | Held |
| CEPF CANTOR EQUITY PARTNERS-CL A | Financials | 26.3K | $268K | 0.0% | Held |
| CEPV CANTOR EQUITY PARTNERS-CL A | Financials | 25.7K | $260K | 0.0% | Held |
| BLZR TRAILBLAZER ACQUISITION-CL A | Financials | 25.8K | $259K | 0.0% | Held |
| INFQ INFLEQTION INC | Technology | 25.1K | $246K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 76 | $1.41B | canonical | SEC ↗ |
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