KETTLE HILL CAPITAL MANAGEMENT, LLC — 13F holdings

KETTLE HILL CAPITAL MANAGEMENT, LLC reported 35 holdings worth $406M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PSN PARSONS CORP DEL — $22.3M (5.5%)
2. NXPI NXP SEMICONDUCTORS N V — $22.2M (5.5%)
3. VZ VERIZON COMMUNICATIONS INC — $22.0M (5.4%)
4. AVTR AVANTOR INC — $18.4M (4.5%)
5. IFF INTERNATIONAL FLAVORS&FRAGRA — $18.2M (4.5%)
6. KMI KINDER MORGAN INC DEL — $18.0M (4.4%)
7. CCI CROWN CASTLE INC — $17.9M (4.4%)
8. CHDN CHURCHILL DOWNS INC — $17.9M (4.4%)
9. SBAC SBA COMMUNICATIONS CORP NEW — $17.8M (4.4%)
10. PRMB PRIMO BRANDS CORPORATION — $16.5M (4.1%)