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KETTLE HILL CAPITAL MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    39

  • Value ($000)

    $448,351

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001387369
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

ELASTIC N V

ORD SHS
N14506104
$29.69M
7 %

393,556

U
U

UNITY SOFTWARE INC

COM
91332U101
$29.06M
7 %

658,005

R
RH

RH

COM
74967X103
$28.87M
6 %

161,122

P
PENN

PENN ENTERTAINMENT INC

COM
707569109
$26.16M
6 %

1,773,390

W
WYNN

WYNN RESORTS LTD

COM
983134107
$25.89M
6 %

215,185

S
S

SENTINELONE INC

CL A
81730H109
$25.75M
6 %

1,716,381

B
BRZE

BRAZE INC

COM CL A
10576N102
$25.64M
6 %

747,715

B
BAC

VERIZON COMMUNICATIONS INC

COM
92343V104
$23.49M
5 %

576,603

H
HR

HEALTHCARE RLTY TR

CL A COM
42226K105
$23.29M
5 %

1,374,243

K
KMI

KINDER MORGAN INC DEL

COM
49456B101
$17.66M
4 %

642,259

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