The Analysis of KETTLE HILL CAPITAL MANAGEMENT, LLC's Holdings
Currently, KETTLE HILL CAPITAL MANAGEMENT, LLC holds 36 types of securities in its portfolio with a total value $444.5M. In the most recent quarter, they have increased their positions in LKQ (+1.2M shares, valued at $35.5M), PSN (+278.9K shares, valued at $23.1M), KIM (+682.9K shares, valued at $14.9M); decreased their positions in U (-379.7K shares, valued at $15.2M), PENN (-540.8K shares, valued at $10.4M), ED (-82.1K shares, valued at $8.3M); initiated new positions in LKQ (+1.2M shares, valued at $35.5M), KIM (+682.9K shares, valued at $14.9M), HSIC (+213.3K shares, valued at $14.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LKQ LKQ CORP1.2M sharesnew addition2025-09-302025-11-14
PSN PARSONS CORP DEL373.2K shares295.90%2025-09-302025-11-14 WYNN WYNN RESORTS LTD210.4K shares-18.06%2025-09-302025-11-14 IFF INTERNATIONAL FLAVORS&FRAGRA424.7K shares77.04%2025-09-302025-11-14 RKT ROCKET COS INC1.3M shares-1.57%2025-09-302025-11-14 EVR EVERCORE INC66.0K shares0.91%2025-09-302025-11-14 HII HUNTINGTON INGALLS INDS INC60.8K shares87.30%2025-09-302025-11-14 LUV SOUTHWEST AIRLS CO544.5K shares81.90%2025-09-302025-11-14 BEN FRANKLIN RESOURCES INC747.4K shares45.36%2025-09-302025-11-14 HR HEALTHCARE RLTY TR827.7K shares-29.90%2025-09-302025-11-14 KIM KIMCO RLTY CORP682.9K sharesnew addition2025-09-302025-11-14 PENN PENN ENTERTAINMENT INC772.6K shares-41.18%2025-09-302025-11-14 ZM ZOOM COMMUNICATIONS INC176.7K shares17.78%2025-09-302025-11-14 HSIC HENRY SCHEIN INC213.3K sharesnew addition2025-09-302025-11-14 ENR ENERGIZER HLDGS INC NEW553.8K shares438.24%2025-09-302025-11-14 HPP HUDSON PAC PPTYS INC4.6M shares436.69%2025-09-302025-11-14 PEB PEBBLEBROOK HOTEL TR1.1M shares7.81%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW99.3K shares-18.51%2025-09-302025-11-14 SO SOUTHERN CO129.5K sharesnew addition2025-09-302025-11-14 NXPI NXP SEMICONDUCTORS N V43.6K shares0.12%2025-09-302025-11-14 U UNITY SOFTWARE INC234.5K shares-61.82%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR12.0K sharesnew addition2025-09-302025-11-14 IWM ISHARES TR33.0K shares-6.13%2025-09-302025-11-14 AESI ATLAS ENERGY SOLUTIONS INC660.8K shares61.43%2025-09-302025-11-14 SIG SIGNET JEWELERS LIMITED71.1K shares-53.42%2025-09-302025-11-14 AKAM AKAMAI TECHNOLOGIES INC81.7K sharesnew addition2025-09-302025-11-14 VTRS VIATRIS INC620.3K sharesnew addition2025-09-302025-11-14 ED CONSOLIDATED EDISON INC61.0K shares-57.35%2025-09-302025-11-14 PINS PINTEREST INC190.6K shares10.98%2025-09-302025-11-14 AMRZ AMRIZE LTD62.3K sharesnew addition2025-09-302025-11-14 XEL XCEL ENERGY INC35.1K sharesnew addition2025-09-302025-11-14 PPL PPL CORP76.2K shares-72.84%2025-09-302025-11-14 COO COOPER COS INC33.8K sharesnew addition2025-09-302025-11-14 GEO GEO GROUP INC NEW75.9K shares-43.59%2025-09-302025-11-14 REYN REYNOLDS CONSUMER PRODS INC47.0K sharesnew addition2025-09-302025-11-14 SLG SL GREEN RLTY CORP15.6K shares-84.33%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available