Seven Six Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Seven Six Capital Management, LLC disclosed 26 US equity positions worth $109.5m in its Q2 2026 13F filing. The largest position was BYD at 9.5% of the reported book, followed by AMCOR PLC and CCK. Against the Q1 2026 filing, it opened 3 new positions, added to 10 and reduced 13 among the top 26 holdings.
What did Seven Six Capital Management, LLC own in Q2 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BYD BOYD GAMING CORP | Consumer Cyclical | 9.5% | $10.4m | 117,800 | -6% | reduced |
| 2 | AMCOR PLC | 8.4% | $9.2m | 211,940 | -5% | reduced | |
| 3 | CCK CROWN HLDGS INC | Consumer Cyclical | 6.2% | $6.8m | 60,587 | 8% | added |
| 4 | LEG LEGGETT & PLATT INC | Consumer Cyclical | 5.6% | $6.1m | 521,501 | 14% | added |
| 5 | DIN DINE BRANDS GLOBAL INC | Consumer Cyclical | 5.5% | $6.0m | 168,250 | -21% | reduced |
| 6 | GPK GRAPHIC PACKAGING HLDG CO | Consumer Cyclical | 5.4% | $5.9m | 562,206 | -3% | reduced |
| 7 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 5.1% | $5.5m | 27,508 | 5% | added |
| 8 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 4.9% | $5.3m | 383,050 | 24% | added |
| 9 | HRI HERC HLDGS INC | Industrials | 4.8% | $5.3m | 37,013 | 14% | added |
| 10 | VNT VONTIER CORPORATION | Technology | 4.7% | $5.2m | 178,700 | – | new |
| 11 | BBCP CONCRETE PUMPING HLDGS INC | Industrials | 4.4% | $4.9m | 403,573 | -24% | reduced |
| 12 | MAGN MAGNERA CORP | 4.3% | $4.7m | 398,568 | 6% | added | |
| 13 | PENN PENN ENTERTAINMENT INC | Consumer Cyclical | 4.2% | $4.6m | 215,800 | -17% | reduced |
| 14 | ARCB ARCBEST CORP | Industrials | 4.1% | $4.4m | 30,958 | -27% | reduced |
| 15 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 3.6% | $3.9m | 50,600 | -45% | reduced |
| 16 | DCH DAUCH CORP | Consumer Cyclical | 3.5% | $3.8m | 706,836 | 25% | added |
| 17 | MAT MATTEL INC | Consumer Cyclical | 3.0% | $3.2m | 233,200 | 61% | added |
| 18 | JACK JACK IN THE BOX INC | Consumer Cyclical | 2.4% | $2.6m | 164,600 | -9% | reduced |
| 19 | PRGO PERRIGO CO PLC | Healthcare | 2.3% | $2.5m | 240,500 | -16% | reduced |
| 20 | LW LAMB WESTON HLDGS INC | Consumer Defensive | 1.8% | $2.0m | 45,250 | 39% | added |
| 21 | JBI JANUS INTERNATIONAL GROUP IN | Industrials | 1.7% | $1.8m | 326,900 | 179% | added |
| 22 | PLNT PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 1.5% | $1.6m | 31,100 | – | new |
| 23 | WHR WHIRLPOOL CORP | Consumer Cyclical | 1.2% | $1.3m | 32,600 | -24% | reduced |
| 24 | STLA STELLANTIS N.V | Consumer Cyclical | 0.9% | $941.9k | 164,100 | -1% | reduced |
| 25 | CLW CLEARWATER PAPER CORP | Basic Materials | 0.6% | $709.2k | 45,227 | -43% | reduced |
| 26 | ALG ALAMO GROUP INC | Industrials | 0.6% | $666.2k | 4,050 | – | new |
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.