Kryger Capital LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kryger Capital LLC disclosed 109 US equity positions worth $1.8bn in its Q2 2026 13F filing. The largest position was NSC at 13.8% of the reported book, followed by CHART INDUSTRIES ORD and KVUE. Against the Q1 2026 filing, it opened 26 new positions, added to 15 and reduced 8 among the top 50 holdings.
What did Kryger Capital LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NSC NORFOLK SOUTHERN ORD | Industrials | 13.8% | $241.1m | 766,243 | 45% | added |
| 2 | CHART INDUSTRIES ORD | 10.6% | $186.5m | 892,579 | 62% | added | |
| 3 | KVUE KENVUE ORD | Consumer Defensive | 9.3% | $163.4m | 8,549,767 | 64% | added |
| 4 | DBRG DIGITALBRIDGE GROUP CL A ORD | Financial Services | 8.1% | $142.1m | 9,002,375 | 35% | added |
| 5 | EA ELECTRONIC ARTS ORD | Communication Services | 8.0% | $140.8m | 686,759 | 35% | added |
| 6 | WBD WARNER BROS. DISCOVERY SRS A ORD | Communication Services | 6.3% | $111.2m | 4,170,929 | 35% | added |
| 7 | AES THE AES CORPORATION | Utilities | 5.7% | $100.3m | 6,840,535 | 204% | added |
| 8 | APGE APOGEE THERAPEUTICS ORD | Healthcare | 5.6% | $98.6m | 742,555 | – | new |
| 9 | SLAB SILICON LABORATORIES ORD | Technology | 4.1% | $71.9m | 329,090 | 83% | added |
| 10 | ROKU ROKU CL A ORD | Communication Services | 3.3% | $57.4m | 415,486 | – | new |
| 11 | BHF BRIGHTHOUSE FINANCIAL ORD | Financial Services | 2.8% | $48.7m | 769,937 | 53% | added |
| 12 | NUVALENT CL A ORD | 2.0% | $35.4m | 286,712 | – | new | |
| 13 | PEN PENUMBRA ORD | Healthcare | 1.9% | $33.9m | 107,207 | -30% | reduced |
| 14 | CZR CAESARS ENTERTAINMENT ORD | Consumer Cyclical | 1.7% | $29.2m | 966,906 | – | new |
| 15 | OGN ORGANON ORD | Healthcare | 1.7% | $29.1m | 2,152,693 | – | new |
| 16 | TECH BIO TECHNE ORD | Healthcare | 1.1% | $19.4m | 274,290 | – | new |
| 17 | LAFAYETTE DIGITAL ACQUI CL A ORD | 0.9% | $15.9m | 1,594,970 | -2% | reduced | |
| 18 | MOUNTAIN LAKE ACQUISTION II CL A ORD | 0.7% | $12.6m | 1,270,887 | – | new | |
| 19 | TRANSLATIONAL ACQUISITION DVLNT ORD | 0.7% | $12.2m | 1,141,050 | – | new | |
| 20 | ILLUMINATION ACQUISITION I CL A ORD | 0.6% | $9.8m | 988,182 | – | new | |
| 21 | ACTIVATE ENERGY ACQUISITION CL A ORD | 0.5% | $8.6m | 861,748 | -6% | reduced | |
| 22 | ABONY ACQUISITION I CL A ORD | 0.5% | $8.3m | 839,955 | – | new | |
| 23 | ALDABRA 4 LIQUIDITY OPPORTU CL A ORD | 0.4% | $7.4m | 745,106 | – | new | |
| 24 | LEGATO MERGER IV ORD | 0.4% | $7.4m | 745,858 | – | new | |
| 25 | PSKY PARAMOUNT SKYDANCE CL B ORD | Communication Services | 0.4% | $7.4m | 749,349 | – | new |
| 26 | KENSINGTON CAPITAL ACQUISITON VI UNT | 0.4% | $6.6m | 649,181 | -0% | held | |
| 27 | MESHFLOW ACQUISITION CL A ORD | 0.4% | $6.6m | 655,181 | 22% | added | |
| 28 | SYNA SYNAPTICS ORD | Technology | 0.4% | $6.4m | 51,411 | – | new |
| 29 | CAMBRIDGE ACQUISITION CL A ORD | 0.4% | $6.3m | 637,189 | – | new | |
| 30 | SILICON VALLEY ACQUISITION CL A ORD | 0.3% | $6.0m | 596,352 | -2% | reduced | |
| 31 | HCM IV ACQUISITION CL A ORD | 0.3% | $5.9m | 591,449 | – | new | |
| 32 | NEWHOLD INVESTMENT III CL A ORD | 0.3% | $5.9m | 543,206 | 35% | added | |
| 33 | MUZERO ACQUISITION CL A ORD | 0.3% | $5.5m | 557,058 | – | new | |
| 34 | DAEDALUS SPECIAL ACQUSTION CL A ORD | 0.3% | $5.1m | 500,705 | 14% | added | |
| 35 | GENERAL PURPOSE ACQUISITION CL A ORD | 0.3% | $5.0m | 501,209 | -2% | reduced | |
| 36 | SPARTACUS ACQUISITION II CL A ORD | 0.3% | $5.0m | 494,568 | – | new | |
| 37 | PCT PURECYCLE TECHNOLOGIES ORD | Industrials | 0.3% | $4.9m | 605,146 | – | new |
| 38 | PAYO PAYONEER GLOBAL ORD | Technology | 0.3% | $4.8m | 668,921 | – | new |
| 39 | SAFEGUARD ACQUISITION CL A ORD | 0.2% | $4.0m | 402,169 | -2% | reduced | |
| 40 | WILLOW LANE ACQUISITION II CL A ORD | 0.2% | $4.0m | 392,671 | – | new | |
| 41 | SPACE ASSET ACQUISITION CL A ORD | 0.2% | $3.8m | 374,779 | – | new | |
| 42 | IRON HORSE ACQUISITIONS II ORD | 0.2% | $3.8m | 378,052 | 35% | added | |
| 43 | ARMADA ACQUISITION III CL A ORD | 0.2% | $3.5m | 346,214 | – | new | |
| 44 | LEAPFROG ACQUISITION CL A ORD | 0.2% | $3.2m | 324,724 | – | new | |
| 45 | CANTOR EQUITY PARTNERS VI CL A ORD | 0.2% | $3.1m | 297,065 | -2% | reduced | |
| 46 | DRUGS MADE IN AMERICA ACQUIS II ORD | 0.2% | $3.1m | 304,541 | -2% | reduced | |
| 47 | TRIBECA STRATEGIC ACQUISITION UNT | 0.2% | $3.0m | 298,476 | – | new | |
| 48 | TEXAS VENTURES ACQUISITION IV UNT | 0.2% | $3.0m | 295,348 | – | new | |
| 49 | AMERICAN DRIVE ACQUISITION CL A ORD | 0.2% | $2.9m | 294,316 | 11% | added | |
| 50 | BLUEROCK ACQUISITION CL A ORD | 0.2% | $2.7m | 275,382 | 12% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.