StockDriftsStockDriftsTop 26 Seven Six Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BYD | BOYD GAMING CORP | 9.5% | 117.8K | $10.4M | -6.42%(-8.07K) | $70.03(+18.49%) | 2026-06-30 | |
| AMCR | AMCOR PLC | 8.39% | 211.9K | $9.2M | -4.89%(-10.90K) | $45.81(+1.64%) | 2026-06-30 | |
| CCK | CROWN HLDGS INC | 6.19% | 60.6K | $6.8M | +7.54%(+4.25K) | $90.28(+33.70%) | 2026-06-30 | |
| LEG | LEGGETT & PLATT INC | 5.58% | 521.5K | $6.1M | +14.24%(+65.00K) | $10.96(-12.65%) | 2026-06-30 | |
| DIN | DINE BRANDS GLOBAL INC | 5.52% | 168.3K | $6.0M | -20.79%(-44.15K) | $29.44(+19.79%) | 2026-06-30 | |
| GPK | GRAPHIC PACKAGING HLDG CO | 5.43% | 562.2K | $5.9M | -2.94%(-17.00K) | $26.29(-55.37%) | 2026-06-30 | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 5.05% | 27.5K | $5.5M | +5.16%(+1.35K) | $231.40(-9.77%) | 2026-06-30 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 4.88% | 383.1K | $5.3M | +24.45%(+75.25K) | $15.03(-15.65%) | 2026-06-30 | |
| HRI | HERC HLDGS INC | 4.84% | 37.0K | $5.3M | +13.62%(+4.44K) | $141.75(+17.63%) | 2026-06-30 | |
| VNT | VONTIER CORPORATION | 4.73% | 178.7K | $5.2M | new | $31.60(+5.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -12.67% |
| Top 20 Holdings Unweighted | — | — | — | — | -14.02% |
Seven Six Capital Management LLC reports $109.52M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are BYD (9.5%), AMCR (8.4%) and CCK (6.2%). The top 20 holdings account for 93.6% of reported assets. Its disclosed equity book has returned -12.67% cumulatively over 6 quarters. 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 Seven Six Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2021188). View Seven Six Capital Management LLC’s 13F filings on SEC