Kryger Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Kryger Capital Llc disclosed 24 stock positions valued at approximately $1.75B as of quarter-end June 30, 2026. The largest holdings include NORFOLK SOUTHERN ORD, CHART INDUSTRIES ORD, and KENVUE ORD.
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $1.75B
Holdings by Sector
Kryger Capital Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NORFOLK SOUTHERN ORD | NSC | Industrials | 13.75% | 766,243 | +235,974 | +44.50% | $241,052,385 |
| CHART INDUSTRIES ORD | GTLS | Industrials | 10.64% | 892,579 | +342,462 | +62.25% | $186,495,456 |
| KENVUE ORD | KVUE | Consumer Defensive | 9.32% | 8,549,767 | +3,338,653 | +64.07% | $163,386,047 |
| DIGITALBRIDGE GROUP CL A ORD | DBRG | Real Estate | 8.10% | 9,002,375 | +2,339,866 | +35.12% | $142,057,478 |
| ELECTRONIC ARTS ORD | EA | Communication Services | 8.03% | 686,759 | +178,500 | +35.12% | $140,813,065 |
| WARNER BROS. DISCOVERY SRS A ORD | WBD | Communication Services | 6.34% | 4,170,929 | +1,084,098 | +35.12% | $111,196,967 |
| THE AES CORPORATION | AES | Utilities | 5.72% | 6,840,535 | +4,590,535 | +204.02% | $100,282,243 |
| APOGEE THERAPEUTICS ORD | APGE | Healthcare | 5.62% | 742,555 | +742,555 | +100.00% | $98,559,325 |
| SILICON LABORATORIES ORD | SLAB | Technology | 4.10% | 329,090 | +149,703 | +83.45% | $71,925,910 |
| ROKU CL A ORD | ROKU | Communication Services | 3.27% | 415,486 | +415,486 | +100.00% | $57,395,236 |
| BRIGHTHOUSE FINANCIAL ORD | BHF | Financial Services | 2.78% | 769,937 | +267,203 | +53.15% | $48,737,012 |
| NUVALENT CL A ORD | NUVL | Healthcare | 2.02% | 286,712 | +286,712 | +100.00% | $35,408,932 |
| PENUMBRA ORD | PEN | Healthcare | 1.93% | 107,207 | -46,641 | -30.32% | $33,850,610 |
| CAESARS ENTERTAINMENT ORD | CZR | Consumer Cyclical | 1.66% | 966,906 | +966,906 | +100.00% | $29,181,223 |
| ORGANON ORD | OGN | Healthcare | 1.66% | 2,152,693 | +2,152,693 | +100.00% | $29,147,463 |
| BIO TECHNE ORD | TECH | Healthcare | 1.11% | 274,290 | +274,290 | +100.00% | $19,378,589 |
| PARAMOUNT SKYDANCE CL B ORD | PSKY | Other | 0.42% | 749,349 | +749,349 | +100.00% | $7,388,581 |
| SYNAPTICS ORD | SYNA | Technology | 0.36% | 51,411 | +51,411 | +100.00% | $6,386,789 |
| PURECYCLE TECHNOLOGIES ORD | PCT | Industrials | 0.28% | 605,146 | +605,146 | +100.00% | $4,907,734 |
| PAYONEER GLOBAL ORD | PAYO | Technology | 0.27% | 668,921 | +668,921 | +100.00% | $4,762,718 |
| BILL HOLDINGS ORD | BILL | Technology | 0.11% | 53,298 | +53,298 | +100.00% | $1,927,256 |
| ROCKET COMPANIES CL A ORD | RKT | Financial Services | 0.08% | 94,468 | +7,075 | +8.10% | $1,487,871 |
| COMPASS CL A ORD | COMP | Real Estate | 0.08% | 113,125 | +8,470 | +8.09% | $1,394,831 |
| GLOBAL BUSINESS TRAVEL GRUP CL A ORD | GBTG | Technology | 0.07% | 130,598 | +130,598 | +100.00% | $1,226,315 |
Showing 24 of 24 holdings in the latest reporting period.