CARDINAL CAPITAL MANAGEMENT LLC /CT KD — KYNDRYL HLDGS INC

Ownership history in CARDINAL CAPITAL MANAGEMENT LLC /CT  ·  4 quarters on record

AI Ownership Summary

CARDINAL CAPITAL MANAGEMENT LLC /CT reported KYNDRYL HLDGS INC (KD) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 2.88% in 2024 Q2. The latest visible filing shows KD at 2.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARDINAL CAPITAL MANAGEMENT LLC /CT's position in KYNDRYL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

KD was reported at 2.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.88% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KD stock page CARDINAL CAPITAL MANAGEMENT LLC /CT fund profile CARDINAL CAPITAL MANAGEMENT LLC /CT full holdings
How CARDINAL CAPITAL MANAGEMENT LLC /CT held KD — position size vs. price
% of Fund (quarterly)    KD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED — — — 399,272 — 0% 2.88% $10.5M 2024-11-14 (Est.) $28.26
2024 Q2 REDUCED 76.4% -12.7% ✅ 399,272 -1,291,424 -76.4% 2.88% $10.5M 2024-08-14 $23.16
2024 Q1 ADDED — — — 1,690,696 +1,144,998 +209.8% 1.85% $36.8M 2024-05-14 $27.75
2023 Q4 INITIATED — — — 545,698 — — 0.52% $11.3M 2024-02-13 $20.60

🏢 Other funds also holding KD

As of 2026 Q1 — sorted by position size

Sky Investment Group LLC 3Y 7Y 0.28% Oak Thistle LLC 3Y 0.26% Poehling Capital Management, INC. 3Y 7Y 0.24% Alpha Omega Wealth Management LLC 3Y 7Y 0.24% Douglas Lane & Associates, LLC 3Y 7Y 0.19% Sterneck Capital Management, LLC 3Y 7Y 0.13% OP Asset Management Ltd 0.07% CACTI ASSET MANAGEMENT LLC 3Y 7Y 0.03% LMG Wealth Partners, LLC 3Y 0.02% Red Door Wealth Management, LLC 3Y 0.02%

FAQ About CARDINAL CAPITAL MANAGEMENT LLC /CT and KD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARDINAL CAPITAL MANAGEMENT LLC /CT reported owning KD?

CARDINAL CAPITAL MANAGEMENT LLC /CT reported KD across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported KD position in CARDINAL CAPITAL MANAGEMENT LLC /CT's portfolio?

The largest reported portfolio weight for KD was 2.88% in 2024 Q2.

What is the latest reported KD position on this page?

The most recent filing on this page is 2024 Q3, when CARDINAL CAPITAL MANAGEMENT LLC /CT reported 399,272 shares, equal to 2.88% of portfolio, with an estimated market value of $10.5M.

What does the chart on this KD ownership page compare?

The chart compares CARDINAL CAPITAL MANAGEMENT LLC /CT's quarterly KD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CARDINAL CAPITAL MANAGEMENT LLC /CT time their KD position?

Based on 13F filing dates vs. subsequent KD price moves, CARDINAL CAPITAL MANAGEMENT LLC /CT correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on KD relative to SPY over the holding period was +27.0%.

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