Seven Six Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Seven Six Capital Management, Llc disclosed 25 stock positions valued at approximately $109.52M as of quarter-end June 30, 2026. The largest holdings include BOYD GAMING CORP, CROWN HLDGS INC, and LEGGETT & PLATT INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 25
- Portfolio Value
- $109.52M
Holdings by Sector
Seven Six Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BOYD GAMING CORP | BYD | Consumer Cyclical | 9.50% | 117,800 | -8,075 | -6.42% | $10,405,274 |
| CROWN HLDGS INC | CCK | Consumer Cyclical | 6.19% | 60,587 | +4,250 | +7.54% | $6,774,838 |
| LEGGETT & PLATT INC | LEG | Consumer Cyclical | 5.58% | 521,501 | +65,000 | +14.24% | $6,106,777 |
| DINE BRANDS GLOBAL INC | DIN | Consumer Cyclical | 5.52% | 168,250 | -44,150 | -20.79% | $6,040,175 |
| GRAPHIC PACKAGING HLDG CO | GPK | Consumer Cyclical | 5.43% | 562,206 | -17,000 | -2.94% | $5,942,517 |
| ASBURY AUTOMOTIVE GROUP INC | ABG | Consumer Cyclical | 5.05% | 27,508 | +1,350 | +5.16% | $5,531,309 |
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 4.88% | 383,050 | +75,250 | +24.45% | $5,339,717 |
| HERC HLDGS INC | HRI | Industrials | 4.84% | 37,013 | +4,438 | +13.62% | $5,305,443 |
| VONTIER CORPORATION | VNT | Technology | 4.73% | 178,700 | +178,700 | +100.00% | $5,182,300 |
| CONCRETE PUMPING HLDGS INC | BBCP | Industrials | 4.44% | 403,573 | -126,408 | -23.85% | $4,863,055 |
| MAGNERA CORP | MAGN | Basic Materials | 4.28% | 398,568 | +23,700 | +6.32% | $4,683,174 |
| PENN ENTERTAINMENT INC | PENN | Consumer Cyclical | 4.21% | 215,800 | -42,900 | -16.58% | $4,609,488 |
| ARCBEST CORP | ARCB | Industrials | 4.06% | 30,958 | -11,650 | -27.34% | $4,443,711 |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | Industrials | 3.60% | 50,600 | -41,900 | -45.30% | $3,940,222 |
| DAUCH CORP | AXL | Consumer Cyclical | 3.50% | 706,836 | +140,900 | +24.90% | $3,831,051 |
| MATTEL INC | MAT | Consumer Cyclical | 2.96% | 233,200 | +88,000 | +60.61% | $3,236,816 |
| JACK IN THE BOX INC | JACK | Consumer Cyclical | 2.38% | 164,600 | -16,550 | -9.14% | $2,602,326 |
| PERRIGO CO PLC | PRGO | Healthcare | 2.28% | 240,500 | -45,800 | -16.00% | $2,498,795 |
| LAMB WESTON HLDGS INC | LW | Consumer Defensive | 1.78% | 45,250 | +12,800 | +39.45% | $1,953,895 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 1.66% | 326,900 | +209,900 | +179.40% | $1,814,295 |
| PLANET FITNESS MASTER ISSUER | PLNT | Consumer Cyclical | 1.48% | 31,100 | +31,100 | +100.00% | $1,622,487 |
| WHIRLPOOL CORP | WHR | Consumer Cyclical | 1.17% | 32,600 | -10,550 | -24.45% | $1,285,092 |
| STELLANTIS N.V | STLA | Other | 0.86% | 164,100 | -1,800 | -1.08% | $941,934 |
| CLEARWATER PAPER CORP | CLW | Basic Materials | 0.65% | 45,227 | -34,200 | -43.06% | $709,159 |
| ALAMO GROUP INC | ALG | Industrials | 0.61% | 4,050 | +4,050 | +100.00% | $666,185 |
Showing 25 of 25 holdings in the latest reporting period.