StockDriftsStockDriftsTop 50 Kryger Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHERN ORD | 13.75% | 766.2K | $241.1M | +44.50%(+235.97K) | $291.12(+16.05%) | 2026-06-30 | |
| GTLS | CHART INDUSTRIES ORD | 10.64% | 892.6K | $186.5M | +62.25%(+342.46K) | $207.02(+1.39%) | 2026-06-30 | |
| KVUE | KENVUE ORD | 9.32% | 8.55M | $163.4M | +64.07%(+3.34M) | $17.61(+9.04%) | 2026-06-30 | |
| DBRG | DIGITALBRIDGE GROUP CL A ORD | 8.1% | 9.00M | $142.1M | +35.12%(+2.34M) | $15.43(+3.08%) | 2026-06-30 | |
| EA | ELECTRONIC ARTS ORD | 8.03% | 686.8K | $140.8M | +35.12%(+178.50K) | $204.02(+2.78%) | 2026-06-30 | |
| WBD | WARNER BROS. DISCOVERY SRS A ORD | 6.34% | 4.17M | $111.2M | +35.12%(+1.08M) | $27.81(-0.22%) | 2026-06-30 | |
| AES | THE AES CORPORATION | 5.72% | 6.84M | $100.3M | +204.02%(+4.59M) | $14.30(+3.02%) | 2026-06-30 | |
| APGE | APOGEE THERAPEUTICS ORD | 5.62% | 742.6K | $98.6M | new | $105.72(+27.17%) | 2026-06-30 | |
| SLAB | SILICON LABORATORIES ORD | 4.1% | 329.1K | $71.9M | +83.45%(+149.70K) | $188.89(+15.57%) | 2026-06-30 | |
| ROKU | ROKU CL A ORD | 3.27% | 415.5K | $57.4M | new | $113.19(+36.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +1.45% |
Kryger Capital LLC reports $1.75B in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are NSC (13.8%), GTLS (10.6%) and KVUE (9.3%). The top 20 holdings account for 88.57% of reported assets. Its disclosed equity book has returned +3.26% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kryger Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2123957). View Kryger Capital LLC’s 13F filings on SEC