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Seven Six Capital Management, LLC 13F holdings, Q4 2024

Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →

Seven Six Capital Management, LLC disclosed 27 US equity positions worth $115.0m in its Q4 2024 13F filing. The largest position was GPK at 10.6% of the reported book, followed by BYD and BERYEUR.

· Q1 2025 →

What did Seven Six Capital Management, LLC own in Q4 2024? Top 27 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 10.6%$12.2m450,700 –
2 BYD BOYD GAMING CORP Consumer Cyclical 8.0%$9.2m126,300 –
3 BERYEUR BERRY GLOBAL GROUP INC 7.6%$8.8m135,537 –
4 PRGO PERRIGO CO PLC Healthcare 5.3%$6.1m238,000 –
5 CCK CROWN HLDGS INC Consumer Cyclical 5.2%$5.9m71,862 –
6 LEG LEGGETT & PLATT INC Consumer Cyclical 4.9%$5.6m586,167 –
7 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 4.8%$5.5m181,900 –
8 STLA STELLANTIS N.V Consumer Cyclical 4.5%$5.2m399,400 –
9 PLAYA HOTELS & RESORTS NV 4.2%$4.8m381,400 –
10 ARCB ARCBEST CORP Industrials 3.7%$4.2m45,407 –
11 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3.6%$4.1m77,400 –
12 WHR WHIRLPOOL CORP Consumer Cyclical 3.3%$3.8m32,850 –
13 MIDD MIDDLEBY CORP Industrials 3.3%$3.8m27,690 –
14 GLDD GREAT LAKES DREDGE & DOCK CO 3.3%$3.7m331,599 –
15 FUN SIX FLAGS ENTERTAINMENT CORP 3.1%$3.6m74,682 –
16 BBCP CONCRETE PUMPING HLDGS INC Industrials 3.0%$3.5m525,507 –
17 G2C EVERI HLDGS INC 2.9%$3.3m245,586 –
18 JACK JACK IN THE BOX INC Consumer Cyclical 2.8%$3.2m76,800 –
19 MAGN MAGNERA CORP 2.7%$3.1m172,864 –
20 9HI HILLENBRAND INC 2.5%$2.9m95,177 –
21 1RG REV GROUP INC 2.4%$2.8m88,308 –
22 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 2.1%$2.4m150,600 –
23 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2.0%$2.3m9,601 –
24 CLW CLEARWATER PAPER CORP Basic Materials 1.7%$2.0m66,909 –
25 BLBD BLUE BIRD CORP Industrials 1.0%$1.2m31,252 –
26 HN9 HANESBRANDS INC 0.7%$829.6k101,918 –
27 JELD JELD-WEN HLDG INC Industrials 0.7%$771.5k94,200 –

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.