Seven Six Capital Management, Llc Portfolio Stock Holdings
Seven Six Capital Management, Llc disclosed 25 stock positions valued at approximately $93.0 million in its latest SEC 13F filing. The largest holdings include BOYD GAMING CORP, GRAPHIC PACKAGING HLDG CO, and CROWN HLDGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 19, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 25
- Portfolio Value
- $93.0M
Holdings by Sector
Seven Six Capital Management, Llc Portfolio Holdings in Q1 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BOYD GAMING CORP | BYD | Consumer Cyclical | 11.13% | 125,875 | +6,700 | +5.62% | $10,344,408 |
| GRAPHIC PACKAGING HLDG CO | GPK | Consumer Cyclical | 6.19% | 579,206 | +11,706 | +2.06% | $5,757,308 |
| CROWN HLDGS INC | CCK | Consumer Cyclical | 6.07% | 56,337 | -2,050 | -3.51% | $5,647,784 |
| DINE BRANDS GLOBAL INC | DIN | Consumer Cyclical | 5.99% | 212,400 | +41,225 | +24.08% | $5,573,376 |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | Industrials | 5.73% | 92,500 | -12,000 | -11.48% | $5,326,150 |
| ASBURY AUTOMOTIVE GROUP INC | ABG | Consumer Cyclical | 5.50% | 26,158 | +3,800 | +17.00% | $5,111,535 |
| LEGGETT & PLATT INC | LEG | Consumer Cyclical | 4.85% | 456,501 | -137,500 | -23.15% | $4,510,230 |
| ARCBEST CORP | ARCB | Industrials | 4.51% | 42,608 | -9,050 | -17.52% | $4,190,923 |
| PENN ENTERTAINMENT INC | PENN | Consumer Cyclical | 4.18% | 258,700 | +98,100 | +61.08% | $3,888,261 |
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 4.17% | 307,800 | +13,800 | +4.69% | $3,881,358 |
| CONCRETE PUMPING HLDGS INC | BBCP | Industrials | 4.07% | 529,981 | +46,512 | +9.62% | $3,784,064 |
| MAGNERA CORP | 55939A107 | Other | 3.83% | 374,868 | +93,350 | +33.16% | $3,564,995 |
| DAUCH CORP | AXL | Consumer Cyclical | 3.61% | 565,936 | +565,936 | +100.00% | $3,356,000 |
| HERC HLDGS INC | HRI | Industrials | 3.49% | 32,575 | +9,800 | +43.03% | $3,242,841 |
| PERRIGO CO PLC | G97822103 | Other | 3.31% | 286,300 | -96,100 | -25.13% | $3,074,862 |
| WHIRLPOOL CORP | WHR | Consumer Cyclical | 2.50% | 43,150 | +10,575 | +32.46% | $2,326,648 |
| MATTEL INC | MAT | Consumer Cyclical | 2.27% | 145,200 | +145,200 | +100.00% | $2,109,756 |
| JACK IN THE BOX INC | JACK | Consumer Cyclical | 1.88% | 181,150 | +62,750 | +53.00% | $1,751,721 |
| LAMB WESTON HLDGS INC | LW | Consumer Defensive | 1.47% | 32,450 | +32,450 | +100.00% | $1,371,337 |
| RE/MAX HLDGS INC | RMAX | Real Estate | 1.39% | 224,002 | +224,002 | +100.00% | $1,290,252 |
| STELLANTIS N.V | STLA | Other | 1.27% | 165,900 | +20,000 | +13.71% | $1,176,231 |
| CLEARWATER PAPER CORP | CLW | Basic Materials | 1.23% | 79,427 | -16,259 | -16.99% | $1,142,160 |
| HELEN OF TROY LTD | G4388N106 | Other | 1.18% | 76,200 | +29,000 | +61.44% | $1,098,804 |
| JANUS INTERNATIONAL GROUP IN | JBI | Industrials | 0.65% | 117,000 | +117,000 | +100.00% | $602,550 |