Kestrel Investment Management Corp Portfolio Stock Holdings

Kestrel Investment Management Corp disclosed 40 stock positions valued at approximately $183.7 million in its latest SEC 13F filing. The largest holdings include PHINIA Inc, Axos Financial Inc, and CNO Financial Group Inc. The filing reflects positions held as of June 30, 2026 and was filed on August 4, 2026.

Report Period
June 30, 2026
No. of Stocks
40
Portfolio Value
$183.7M
Holdings by Sector
Kestrel Investment Management Corp Portfolio Holdings in Q2 2026

40 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PHINIA IncPHINConsumer Cyclical7.33%163,500-100-0.06%$13,467,495
Axos Financial IncAXFinancial Services5.04%95,150--$9,266,659
CNO Financial Group IncCNOFinancial Services4.25%153,250--$7,812,685
Insight Enterprises IncNSITTechnology4.23%63,750--$7,764,750
Haemonetics CorpHAEHealthcare3.98%97,400--$7,305,000
Integer Holdings CorpITGRHealthcare3.82%75,150--$7,022,768
NCR Atleos CorpNATLTechnology3.71%156,850--$6,808,859
TriMas CorpTRSConsumer Cyclical3.67%149,550--$6,734,237
Photronics IncPLABTechnology3.55%200,450--$6,520,639
The Scotts Miracle-Gro CoSMGBasic Materials3.52%95,050+55,750+141.86%$6,473,856
Xenia Hotels and ResortsXHRReal Estate3.27%294,650--$5,999,074
Covista IncATGEConsumer Defensive3.21%47,300--$5,896,418
Brighthouse Financial IncBHFFinancial Services3.12%90,400--$5,722,320
Atkore IncATKRIndustrials3.07%74,150--$5,638,366
QCR Holdings IncQCRHFinancial Services2.95%55,650--$5,417,528
Bristow Group IncVTOLEnergy2.92%129,700--$5,359,204
WEX IncWEXTechnology2.83%36,900+36,900+100.00%$5,206,221
Tenet Healthcare CorpTHCHealthcare2.77%27,175--$5,083,899
Ecovyst IncECVTBasic Materials2.75%405,400--$5,047,230
ExlService Holdings IncEXLSTechnology2.42%171,900+85,400+98.73%$4,445,334
Preferred BankPFBCFinancial Services2.30%39,750--$4,223,835
Koppers Holdings IncKOPBasic Materials2.04%83,450--$3,746,905
Upwork IncUPWKCommunication Services1.97%433,000--$3,619,880
Avanos Medical IncAVNSHealthcare1.89%139,850--$3,479,468
The Simply Good Foods Co SMPLConsumer Defensive1.87%258,050--$3,426,904
Cars.com IncCARSConsumer Cyclical1.82%305,750--$3,344,905
Prestige Consumer Healthcare IPBHHealthcare1.80%69,950-100-0.14%$3,306,537
Matthews International CorpMATWIndustrials1.69%115,500-400-0.35%$3,109,260
Science App Intl CorpSAICTechnology1.33%22,150--$2,445,582
Metallus IncMTUSBasic Materials1.32%130,000--$2,429,700
Southside Bancshares IncSBSIFinancial Services1.32%69,000--$2,428,110
Cross Country Healthcare IncCCRNHealthcare1.20%167,100--$2,207,391
Concentrix CorpCNXCTechnology1.19%97,750--$2,190,089
SLM CorpSLMFinancial Services1.17%83,050+83,050+100.00%$2,154,317
LiveRamp Holdings IncRAMPTechnology1.11%54,000+54,000+100.00%$2,032,560
Blackbaud IncBLKBTechnology0.98%61,050--$1,808,301
ZoomInfo Technologies IncZITechnology0.87%547,100--$1,603,003
Radiant Logistics IncRLGTIndustrials0.66%127,799--$1,208,979
Hudson Technologies IncHDSNBasic Materials0.63%200,750--$1,152,305
Forrester Research IncFORRIndustrials0.42%91,500--$769,515