IRONWOOD INVESTMENT MANAGEMENT LLC KSS — Kohls

Ownership history in IRONWOOD INVESTMENT MANAGEMENT LLC  ·  25 quarters on record

AI Ownership Summary

IRONWOOD INVESTMENT MANAGEMENT LLC reported Kohls (KSS) in 25 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.37% in 2024 Q1. The latest visible filing shows KSS at 0.61% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KSS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IRONWOOD INVESTMENT MANAGEMENT LLC's position in Kohls, 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
2026 Q1

KSS was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

KSS stock page IRONWOOD INVESTMENT MANAGEMENT LLC fund profile IRONWOOD INVESTMENT MANAGEMENT LLC full holdings
How IRONWOOD INVESTMENT MANAGEMENT LLC held KSS — position size vs. price
% of Fund (quarterly)    KSS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 112,800 +2,000 +1.8% 0.61% $1.5M 2026-05-15 $11.68
2025 Q4 ADDED — — — 110,800 +5,000 +4.7% 0.95% $2.3M 2026-02-12 $18.59
2025 Q3 UNCHANGED — — — 105,800 — 0% 0.71% $1.6M 2025-11-13 $17.10
2025 Q2 UNCHANGED — — — 105,800 — 0% 0.44% $897K 2025-08-13 $13.58
2025 Q1 ADDED — — — 105,800 +5,800 +5.8% 0.47% $865K 2025-05-15 $8.01
2024 Q4 ADDED — — — 100,000 +13,200 +15.2% 0.70% $1.4M 2025-02-10 $11.14
2024 Q3 ADDED — — — 86,800 +12,500 +16.8% 0.89% $1.8M 2024-11-14 $16.98
2024 Q2 REDUCED 22.8% -5.9% ✅ 74,300 -22,000 -22.8% 0.91% $1.7M 2024-08-16 $18.18
2024 Q1 ADDED — — — 96,300 +16,000 +19.9% 1.37% $2.8M 2024-05-15 $22.31
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KSS

As of 2026 Q2 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.75% Counterpoint Mutual Funds LLC 3Y 0.7% Range Financial Group LLC 3Y 0.33% Bay Rivers Group 3Y 0.19% Independent Wealth Network Inc. 3Y 0.18% Bayforest Capital Ltd 0.17% New Republic Capital, LLC 0.12% Sagewood Asset Management LP 0.08% Investors Research Corp 3Y 7Y 0.06% AXQ CAPITAL, LP 3Y 0.05%

FAQ About IRONWOOD INVESTMENT MANAGEMENT LLC and KSS

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

How long has IRONWOOD INVESTMENT MANAGEMENT LLC reported owning KSS?

IRONWOOD INVESTMENT MANAGEMENT LLC reported KSS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported KSS position in IRONWOOD INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for KSS was 1.37% in 2024 Q1.

What is the latest reported KSS position on this page?

The most recent filing on this page is 2026 Q1, when IRONWOOD INVESTMENT MANAGEMENT LLC reported 112,800 shares, equal to 0.61% of portfolio, with an estimated market value of $1.5M.

What does the chart on this KSS ownership page compare?

The chart compares IRONWOOD INVESTMENT MANAGEMENT LLC's quarterly KSS 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 IRONWOOD INVESTMENT MANAGEMENT LLC time their KSS position?

Based on 13F filing dates vs. subsequent KSS price moves, IRONWOOD INVESTMENT MANAGEMENT LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on KSS relative to SPY over the holding period was -16.4%.

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