Kendall Capital Management SVC Service Properties Trust

Ownership history in Kendall Capital Management  ·  11 quarters on record

AI Ownership Summary

Kendall Capital Management reported Service Properties Trust (SVC) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2024 Q1. The latest visible filing shows SVC at 0.01% 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 SVC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kendall Capital Management's position in Service Properties Trust, 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

SVC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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
2023 Q4 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.

How Kendall Capital Management held SVC — position size vs. price
% of Fund (quarterly)    SVC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 19,865 -226 -1.1% 0.01% $27K 2026-04-24 $1.54
2025 Q4 REDUCED 35.8% -25.8% 20,091 -11,225 -35.8% 0.01% $37K 2026-01-16 $2.13
2025 Q3 ADDED 31,316 +3,066 +10.9% 0.02% $85K 2025-11-13 $1.73
2025 Q2 REDUCED 28,250 -1,200 -4.1% 0.02% $68K 2025-07-16 $2.62
2025 Q1 REDUCED 29,450 -1,450 -4.7% 0.02% $77K 2025-04-25 $1.79
2024 Q4 REDUCED 21.7% +3.2% 30,900 -8,550 -21.7% 0.02% $78K 2025-02-07 $2.78
2024 Q3 REDUCED 39,450 -280 -0.7% 0.06% $180K 2024-11-08 $3.09
2024 Q2 REDUCED 12.0% -8.1% 39,730 -5,410 -12.0% 0.07% $204K 2024-08-12 $4.19
2024 Q1 ADDED 45,140 +17,410 +62.8% 0.11% $306K 2024-05-10 $5.37
2023 Q4 ADDED 27,730 +4,385 +18.8% 0.09% $237K 2024-01-26 $7.18
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kendall Capital Management and SVC

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

How long has Kendall Capital Management reported owning SVC?

Kendall Capital Management reported SVC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SVC position in Kendall Capital Management's portfolio?

The largest reported portfolio weight for SVC was 0.11% in 2024 Q1.

What is the latest reported SVC position on this page?

The most recent filing on this page is 2026 Q1, when Kendall Capital Management reported 19,865 shares, equal to 0.01% of portfolio, with an estimated market value of $27K.

What does the chart on this SVC ownership page compare?

The chart compares Kendall Capital Management's quarterly SVC 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 Kendall Capital Management time their SVC position?

Based on 13F filing dates vs. subsequent SVC price moves, Kendall Capital Management correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on SVC relative to SPY over the holding period was -113.0%.

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