Kennedy Capital Management LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$4.7B
Holdings
535
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$VMI
Valmont Industries, Inc.
Q4 2025: Increased +47.9% (110.7k → 163.8k shares)
1.2%
02
$QCRH
QCR Holdings Inc.
Q4 2025: Increased +9.7% (694.6k → 762.1k shares)
1.2%
03
$MRCY
Mercury Systems Inc
Q4 2025: Increased +2.0% (657.0k → 670.5k shares)
0.9%
04
$CHEF
Chefs Warehouse Inc.
Q4 2025: Sold 10.6% (912.4k → 816.1k shares)
0.9%
05
$GMED
Globus Med Inc
Q3 2025: Increased +44.6% (339.4k → 490.9k shares)
0.8%
06
$DINO
HF Sinclair Corp.
Q4 2025: Increased +13.1% (418.5k → 473.4k shares)
0.8%
07
$ICHR
Ichor Holdings Ltd
Q4 2025: Increased +20.9% (738.1k → 892.5k shares)
0.8%
08
$FUL
H B Fuller Company
Q4 2025: Increased +43.4% (439.4k → 630.2k shares)
0.8%
09
$GTES
Gates Industrial Corp PLC
Q4 2025: Increased +6.7% (1.43M → 1.53M shares)
0.8%
10
$SF
Stifel Financial Corporation
Q4 2025: Sold 2.8% (395.3k → 384.3k shares)
0.8%
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 windowIn 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 08:31 UTC.