KETTLE HILL CAPITAL MANAGEMENT, LLC

Institutional manager (13F) · CIK 1387369

13F holdings · as of 2026-03-31 · top 45 · reported portfolio $399M

#	Issuer	Value	Shares
1	CHURCHILL DOWNS INC	$27M	296,633
2	VAIL RESORTS INC	$27M	206,667
3	ROCKET COS INC	$22M	1,572,187
4	FRANKLIN RESOURCES INC	$22M	933,204
5	NXP SEMICONDUCTORS N V	$20M	101,925
6	INTERNATIONAL FLAVORS&FRAGRA	$18M	251,203
7	HEALTHCARE RLTY TR	$18M	1,048,205
8	PENN ENTERTAINMENT INC	$17M	1,133,624
9	CROWN CASTLE INC	$12M	149,569
10	GLOBALFOUNDRIES INC	$11M	252,534
11	PRIMO BRANDS CORPORATION	$11M	588,618
12	LULULEMON ATHLETICA INC	$11M	72,146
13	ZIONS BANCORPORATION NATL AS	$11M	190,803
14	TOLL BROTHERS INC	$11M	80,222
15	VERSANT MEDIA GROUP INC	$11M	294,393
16	WYNN RESORTS LTD	$11M	104,425
17	UNDER ARMOUR INC	$11M	1,784,741
18	MOELIS & CO	$9M	155,446
19	AVANTOR INC	$9M	1,128,537
20	GOLAR LNG LTD	$9M	162,952
21	KINDER MORGAN INC DEL	$9M	253,690
22	PEBBLEBROOK HOTEL TR	$7M	591,428
23	WOLFSPEED INC	$6M	365,868
24	ALLEGRO MICROSYSTEMS INC	$6M	181,531
25	CARNIVAL CORP	$6M	221,099
26	JPMORGAN CHASE & CO	$6M	19,052
27	MICROCHIP TECHNOLOGY INC.	$6M	86,069
28	FIFTH THIRD BANCORP	$6M	119,596
29	ANALOG DEVICES INC	$6M	17,433
30	RAYMOND JAMES FINL INC	$6M	38,260
31	VERIZON COMMUNICATIONS INC	$5M	107,304
32	HUNTINGTON INGALLS INDS INC	$5M	13,014
33	AMAZON COM INC	$5M	22,877
34	BOBS DISC FURNITURE INC	$4M	299,495
35	SBA COMMUNICATIONS CORP	$3M	18,164
36	AMERICAN TOWER CORP	$3M	17,923
37	KIMCO REALTY CORP	$3M	120,064
38	FLOOR & DECOR HLDGS INC	$3M	49,964
39	ELASTIC N V	$2M	44,261
40	ALASKA AIR GROUP INC	$2M	59,553
41	SENTINELONE INC	$2M	169,373
42	COMMERCIAL METALS CO	$2M	35,317
43	AMRIZE LTD	$2M	34,526
44	MANCHESTER UTD PLC NEW	$176k	10,481
45	MATRIX SVC CO	$172k	15,005

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.