Q2 2026 13F · SEC CIK 2123957
Kryger Capital LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.8B
- Reported positions
- 109
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $1.4B
Kryger Capital LLC is a hedge fund that reported 109 positions worth $1.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Norfolk Southn Corporation (NSC, 13.8%), Chart Inds Inc (GTLS, 10.6%), Kenvue Inc (KVUE, 9.3%).
Kryger Capital LLC holdings largest 50 of 109 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Kryger Capital LLC bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- AES AES Corp+204.0% shares
- SLAB Silicon Laboratories Inc+83.5% shares
- KVUE Kenvue Inc+64.1% shares
- GTLS Chart Inds Inc+62.3% shares
- BHF Brighthouse Finl Inc+53.1% shares
- NSC Norfolk Southn Corporation+44.5% shares
- WBD Warner Bros Discovery Inc+35.1% shares
- DBRG Digitalbridge Group Inc+35.1% shares
Reduced
- PEN Penumbra, Inc.-30.3% shares
- AEAQ Activate Energy Acquisit Cor-6.3% shares
Left the top 50
- CWAN Clearwater Analytics Hldgs Iwas 6.4%
- DAWN Day One Biopharmaceuticals Incwas 5.9%
- FOLD Amicus Therapeuticwas 4.7%
- HOLX Hologic Incwas 4.4%
- AL Air Lease Corpwas 4.0%
- APLS Apellis Pharmaceuticals Incwas 3.1%
- MASI Masimo Corpwas 1.3%
- ILLUU Illumination Acquisitio Corpwas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.8B | 109 |
| Q1 2026 | $1.4B | 76 |
Questions about Kryger Capital LLC's portfolio
What stocks does Kryger Capital LLC own?
Kryger Capital LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 109 positions worth $1.8B. The largest are Norfolk Southn Corporation (NSC) at 13.8%, Chart Inds Inc (GTLS) at 10.6%, Kenvue Inc (KVUE) at 9.3%, Digitalbridge Group Inc (DBRG) at 8.1% and Electronic Arts Inc (EA) at 8.0%.
What did Kryger Capital LLC buy last quarter?
In Q2 2026, Kryger Capital LLC added AES Corp (AES) (+204.0% shares), Silicon Laboratories Inc (SLAB) (+83.5% shares) and Kenvue Inc (KVUE) (+64.1% shares), compared with its Q1 2026 filing.
What did Kryger Capital LLC sell last quarter?
In Q2 2026, Kryger Capital LLC cut from its top 50 Clearwater Analytics Hldgs I (CWAN), cut from its top 50 Day One Biopharmaceuticals Inc (DAWN), cut from its top 50 Amicus Therapeutic (FOLD), cut from its top 50 Hologic Inc (HOLX), cut from its top 50 Air Lease Corp (AL), Penumbra, Inc. (PEN) (-30.3% shares) and Activate Energy Acquisit Cor (AEAQ) (-6.3% shares), compared with its Q1 2026 filing.
When is Kryger Capital LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Kryger Capital LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Kryger Capital LLC manage?
Kryger Capital LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.8B.