KENNEDY CAPITAL MANAGEMENT LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, KENNEDY CAPITAL MANAGEMENT LLC maintained a portfolio of 595 distinct positions. The most significant new addition to the portfolio was StandardAero Inc., which now represents 0.60% of the total fund value. They heavily accumulated shares in Valmont Industries, , increasing their position by 47.9%. Conversely, KENNEDY CAPITAL MANAGEMENT LLC completely exited their position in Genpact Ltd..
PCA Score Concentration Risk
Risk ENB
Total Positions
595
Quarter
2025 Q4
Top Holding
VMI (1.4%)
Top 10 Concentration
9.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 595
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VMI
Valmont Industr...
Industrials 1.40% 0.95% #1 4
Prev: #5
5.1 53,058 47.9%
P
S
163,754 $65,881,485 2003 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QCRH
QCR Holdings In...
Financial Services 1.34% 1.16% #2
Prev: #2
4.0 67,517 9.7%
P
S
762,068 $63,480,264 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CHEF
Chefs Warehouse...
Consumer Defensive 1.08% 1.18% #3 2
Prev: #1
1.9 -96,265 -10.6%
P
S
816,088 $50,866,765 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRCY
Mercury Systems...
Industrials 1.04% 1.12% #4 1
Prev: #3
1.4 13,476 2.1%
P
S
670,489 $48,952,402 2003 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SF
Stifel Financia...
Financial Services 1.02% 0.99% #5 1
Prev: #4
1.4 -11,000 -2.8%
P
S
384,332 $48,126,027 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GMED
Globus Med Inc
Healthcare 0.91% 0.62% #6 12
Prev: #18
0.9 1,692 0.3%
P
S
492,641 $43,012,486 2013 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ENS
EnerSys
Industrials 0.82% 0.78% #7 2
Prev: #9
0.8 -48,527 -15.6%
P
S
262,793 $38,564,873 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FUL
H B Fuller Comp...
Basic Materials 0.79% 0.58% #8 15
Prev: #23
2.8 190,750 43.4%
P
S
630,194 $37,471,335 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OZK
Bank OZK
Financial Services 0.72% 0.79% #9 2
Prev: #7
2.3 42,592 6.1%
P
S
740,531 $34,079,235 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATRC
Atricure Inc
Healthcare 0.70% 0.65% #10 2
Prev: #12
0.8 410 0.0%
P
S
837,326 $33,124,617 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTFC
Wintrust Financ...
Financial Services 0.70% 0.64% #11 2
Prev: #13
2.3 16,052 7.3%
P
S
236,060 $33,005,909 2001 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GTES
Gates Industria...
Industrials 0.70% 0.79% #12 4
Prev: #8
2.3 96,392 6.7%
P
S
1,528,525 $32,817,432 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
REVG
Rev Group Inc
Industrials 0.67% 0.64% #13 1
Prev: #14
0.8 6,269 1.2%
P
S
518,333 $31,519,830 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PIPR
Piper Sandler C...
Financial Services 0.66% 0.63% #14 2
Prev: #16
2.3 9,786 11.9%
P
S
92,339 $31,368,482 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALG
Alamo Group Inc
Industrials 0.65% 0.66% #15 4
Prev: #11
2.3 25,485 16.2%
P
S
183,065 $30,731,122 2004 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HOMB
Home BancShares...
Financial Services 0.65% 0.59% #16 4
Prev: #20
2.3 155,527 16.4%
P
S
1,106,228 $30,731,006 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HALO
Halozyme Therap...
Healthcare 0.62% 0.62% #17
Prev: #17
2.2 50,209 13.1%
P
S
433,766 $29,192,452 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CR
Crane Co.
Industrials 0.62% 0.64% #18 3
Prev: #15
0.7 801 0.5%
P
S
157,738 $29,091,697 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ONTO
Onto Innovation...
Technology 0.62% 0.16% #19 213
Prev: #232
3.2 129,521 237.7%
P
S
184,005 $29,047,028 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SEI
Solaris Energy ...
Energy 0.61% 0.28% #20 100
Prev: #120
3.2 312,013 98.2%
P
S
629,747 $28,949,470 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CPRX
Catalyst Pharma...
Healthcare 0.60% 0.46% #21 23
Prev: #44
2.2 149,485 14.1%
P
S
1,209,692 $28,234,211 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SARO
StandardAero In...
Industrials 0.60% #22
Prev: #—
3.7 981,533 no change
NEW
981,533 $28,150,379 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AX
Axos Financial ...
Financial Services 0.56% 0.51% #23 6
Prev: #29
2.2 33,854 12.3%
P
S
308,935 $26,617,840 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OBK
Origin Bancorp ...
Financial Services 0.56% 0.47% #24 15
Prev: #39
2.2 83,971 13.5%
P
S
706,235 $26,561,498 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PATK
Patrick Industr...
Consumer Cyclical 0.55% 0.48% #25 13
Prev: #38
2.2 29,714 14.2%
P
S
238,981 $25,912,710 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
G
Genpact Ltd.
Technology 0.00% 0.46%
Sold All 😨
(Was: #43)
0.0 -501,024 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRC
MRC Global Inc
Unknown 0.00% 0.31%
Sold All 😨
(Was: #107)
0.0 -971,003 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SLGN
Silgan Holdings...
Consumer Cyclical 0.00% 0.28%
Sold All 😨
(Was: #124)
0.0 -292,712 -100.0%
CLOSED
$— 2001 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS Holdings Lt...
Unknown 0.00% 0.25%
Sold All 😨
(Was: #138)
0.0 -149,487 -100.0%
CLOSED
$— 2014 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA Corp.
Technology 0.00% 0.25%
Sold All 😨
(Was: #141)
0.0 -59,488 -100.0%
CLOSED
$— 2003 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WH
Wyndham Hotels ...
Consumer Cyclical 0.00% 0.24%
Sold All 😨
(Was: #143)
0.0 -136,848 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
Verona Pharma P...
Unknown 0.00% 0.23%
Sold All 😨
(Was: #147)
0.0 -98,378 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
Microsoft Corp.
Technology 0.00% 0.22%
Sold All 😨
(Was: #155)
0.0 -19,643 -100.0%
CLOSED
$— 2003 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
Meta Platforms ...
Communication Services 0.00% 0.20%
Sold All 😨
(Was: #179)
0.0 -12,430 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KMPR
Kemper Corporat...
Financial Services 0.00% 0.20%
Sold All 😨
(Was: #184)
0.0 -172,147 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
Alphabet Inc.
Communication Services 0.00% 0.19%
Sold All 😨
(Was: #191)
0.0 -35,409 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC Corp.
Basic Materials 0.00% 0.18%
Sold All 😨
(Was: #213)
0.0 -236,849 -100.0%
CLOSED
$— 2003 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
Cushman & Wakef...
Real Estate 0.00% 0.17%
Sold All 😨
(Was: #221)
0.0 -479,257 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
Apple Inc.
Technology 0.00% 0.16%
Sold All 😨
(Was: #228)
0.0 -28,217 -100.0%
CLOSED
$— 2002 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AIN
Albany Internat...
Consumer Cyclical 0.00% 0.16%
Sold All 😨
(Was: #229)
0.0 -134,327 -100.0%
CLOSED
$— 2004 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBK
FB Financial Co...
Financial Services 0.00% 0.16%
Sold All 😨
(Was: #230)
0.0 -128,081 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EGP
Eastgroup Prope...
Real Estate 0.00% 0.15%
Sold All 😨
(Was: #239)
0.0 -39,937 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CCCS
CCC Intelligent...
Unknown 0.00% 0.14%
Sold All 😨
(Was: #253)
0.0 -686,655 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARIS
Aris Water Solu...
Unknown 0.00% 0.13%
Sold All 😨
(Was: #260)
0.0 -242,999 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NCLH
Norwegian Cruis...
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #291)
0.0 -207,820 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GDDY
Godaddy Inc
Technology 0.00% 0.11%
Sold All 😨
(Was: #300)
0.0 -35,378 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
Visa Inc
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #311)
0.0 -13,437 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
Allete Inc
Utilities 0.00% 0.10%
Sold All 😨
(Was: #320)
0.0 -65,557 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMTB
Amerant Bancorp...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #322)
0.0 -223,752 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRAX
Praxis Precisio...
Healthcare 0.00% 0.09%
Sold All 😨
(Was: #328)
0.0 -76,218 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HON
Honeywell Inter...
Industrials 0.00% 0.08%
Sold All 😨
(Was: #339)
0.0 -18,032 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D.R. Horton, In...
Consumer Cyclical 0.00% 0.08%
Sold All 😨
(Was: #353)
0.0 -20,927 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MXCT
Maxcyte Inc
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #364)
0.0 -2,107,392 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFNC
Simmons First N...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #393)
0.0 -146,863 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CPT
Camden Property...
Real Estate 0.00% 0.06%
Sold All 😨
(Was: #396)
0.0 -26,160 -100.0%
CLOSED
$— 2001 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WNC
Wabash National...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #404)
0.0 -273,992 -100.0%
CLOSED
$— 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SLNO
Soleno Therapeu...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #406)
0.0 -39,472 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WAL
Western Allianc...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #410)
0.0 -30,041 -100.0%
CLOSED
$— 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BBWI
Bath & Body Wor...
Consumer Cyclical 0.00% 0.06%
Sold All 😨
(Was: #416)
0.0 -96,650 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTK
Flotek Industri...
Energy 0.00% 0.05%
Sold All 😨
(Was: #446)
0.0 -140,941 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
Pepsico Inc
Consumer Defensive 0.00% 0.04%
Sold All 😨
(Was: #448)
0.0 -14,470 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JKHY
Henry Jack & As...
Technology 0.00% 0.04%
Sold All 😨
(Was: #449)
0.0 -13,465 -100.0%
CLOSED
$— 1999 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CTOS
Custom Truck On...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #451)
0.0 -304,445 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACVA
ACV Auctions In...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #453)
0.0 -195,454 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEX
Idex Corporatio...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #455)
0.0 -11,683 -100.0%
CLOSED
$— 2001 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MANH
Manhattan Assoc...
Technology 0.00% 0.04%
Sold All 😨
(Was: #457)
0.0 -9,078 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ESTA
Establishment L...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #467)
0.0 -39,467 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BLKB
Blackbaud Inc
Technology 0.00% 0.04%
Sold All 😨
(Was: #469)
0.0 -24,946 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WAFD
WaFd Inc
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #471)
0.0 -50,477 -100.0%
CLOSED
$— 2000 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FSUN
Firstsun Cap Ba...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #472)
0.0 -39,071 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OVID
Ovid Therapeuti...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #476)
0.0 -1,106,638 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NDSN
Nordson Corp
Industrials 0.00% 0.03%
Sold All 😨
(Was: #485)
0.0 -5,487 -100.0%
CLOSED
$— 2005 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OPRT
Oportun Financi...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #496)
0.0 -176,971 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FMBH
First Mid Bancs...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #499)
0.0 -26,369 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HTB
Hometrust Bancs...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #501)
0.0 -24,007 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHRB
Burke & Herbert...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #506)
0.0 -15,169 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QIPT
Quipt Home Medi...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #518)
0.0 -274,529 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADV
Advantage Solut...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #522)
0.0 -449,435 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAPR
Capricor Therap...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #523)
0.0 -94,420 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LFVN
Lifevantage Cor...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #526)
0.0 -65,427 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KOP
Koppers Holding...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #527)
0.0 -21,898 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCT
Arcturus Therap...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #536)
0.0 -22,825 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
POR
Portland Genera...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #537)
0.0 -7,555 -100.0%
CLOSED
$— 2006 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KTCC
KEY Tronic Corp
Technology 0.00% 0.01%
Sold All 😨
(Was: #540)
0.0 -80,265 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
Alphabet Inc.
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #541)
0.0 -1,156 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JANX
Janux Therapeut...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #542)
0.0 -11,413 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
Advanced Micro ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #546)
0.0 -1,640 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CIVI
Civitas Resourc...
Energy 0.00% 0.01%
Sold All 😨
(Was: #551)
0.0 -7,102 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 Inc
Technology 0.00% 0.00%
Sold All 😨
(Was: #554)
0.0 -668 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 595 holdings

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