KGH Ltd

Institutional manager·CIK 0001549641
Annual return '25
+20.0%
SPY '25
+17.7%
Alpha
+2.3ptsvs SPY
Invested
$7.6B
Holdings
37
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+25%KGH +20.0%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$AMCR
Amcor PLC
Held since at least Q1 2024
7.4%
02
$NRG
NRG Energy, Inc.
Held since at least Q1 2024
6.3%
03
$FLEX
Flex Ltd
Held since at least Q1 2024
6.0%
04
$EXPE
Expedia Group, Inc.
Held since at least Q1 2024
5.9%
05
$JCI
Johnson Controls International plc
Held since at least Q1 2024
5.3%
06
$AER
AerCap Holdings NV
Held since at least Q1 2024
5.2%
07
$AMP
Ameriprise Financial, Inc.
Held since at least Q1 2024
4.6%
08
$HCA
HCA Healthcare Inc
Held since at least Q1 2024
4.4%
09
$EBA
eBay Inc.
Held since at least Q1 2024
4.2%
10
$UBER
Uber Technologies, Inc.
Held since at least Q1 2024
3.8%
See all 37 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:30 UTC.