Kryger Capital LLC
13F Reported Value
ⓘ$1.8B
Holdings
109
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Kryger Capital LLC disclosed 109 positions worth $1.8B in its Form 13F-HR for Q2 2026, led by $NSC (NORFOLK SOUTHERN CORP) at 13.8% of the equity portfolio, followed by $GTLS and $KVUE. During the quarter the fund opened 70 new positions and exited 39 — including a new stake in $APGE and a full exit from $CWAN. The portfolio is most concentrated in Industrials (24.7% of disclosed assets). All figures are sourced directly from Kryger Capital LLC’s Form 13F-HR filing with the SEC under CIK 2123957.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 63.2#645
Quality
$241.1M766,243 sh - 49.0#1,684
Quality
$186.5M892,579 sh - 60.3#866
Quality
$163.4M8,549,767 sh - 36.5
Quality
$142.1M9,002,375 sh - 62.9
Quality
$140.8M686,759 sh - 41.4
Quality
$111.2M4,170,929 sh - 58.6
Quality
$100.3M6,840,535 sh - —
Quality
$98.6M742,555 sh - 41.2
Quality
$71.9M329,090 sh - 66.7
Quality
$57.4M415,486 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NORFOLK SOUTHERN CORP$NSC | 63.2#645 | $241.1M | 766,243 |
 CHART INDUSTRIES INC$GTLS | 49.0#1,684 | $186.5M | 892,579 |
 Kenvue Inc.$KVUE | 60.3#866 | $163.4M | 8,549,767 |
 DigitalBridge Group, Inc.$DBRG | 36.5 | $142.1M | 9,002,375 |
 ELECTRONIC ARTS INC.$EA | 62.9 | $140.8M | 686,759 |
 Warner Bros. Discovery, Inc.$WBD | 41.4 | $111.2M | 4,170,929 |
 AES CORP$AES | 58.6 | $100.3M | 6,840,535 |
 Apogee Therapeutics, Inc.$APGE | — | $98.6M | 742,555 |
 SILICON LABORATORIES INC.$SLAB | 41.2 | $71.9M | 329,090 |
 ROKU, INC$ROKU | 66.7 | $57.4M | 415,486 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kryger Capital LLC's 109 positions.
Showing top 10 of 109 holdings.
Sector Allocation
Industrials
$432.3M
Financials
$249.7M
Technology
$222.7M
Healthcare
$216.3M
Communication Services
$176.0M
Consumer Staples
$163.4M
Other
$154.1M
Utilities
$100.3M
Full Holdings — Kryger Capital LLC (Q2 2026)
All 109 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NSC | NORFOLK SOUTHERN CORP | $241.1M | 13.8% | +45% | 63.2 |
| 2 | $GTLS | CHART INDUSTRIES INC | $186.5M | 10.6% | +62% | 49 |
| 3 | $KVUE | Kenvue Inc. | $163.4M | 9.3% | +64% | 60.3 |
| 4 | $DBRG | DigitalBridge Group, Inc. | $142.1M | 8.1% | +35% | 36.5 |
| 5 | $EA | ELECTRONIC ARTS INC. | $140.8M | 8.0% | +35% | 62.9 |
| 6 | $WBD | Warner Bros. Discovery, Inc. | $111.2M | 6.3% | +35% | 41.4 |
| 7 | $AES | AES CORP | $100.3M | 5.7% | +204% | 58.6 |
| 8 | $APGE | Apogee Therapeutics, Inc. | $98.6M | 5.6% | NEW | — |
| 9 | $SLAB | SILICON LABORATORIES INC. | $71.9M | 4.1% | +83% | 41.2 |
| 10 | $ROKU | ROKU, INC | $57.4M | 3.3% | NEW | 66.7 |
| 11 |  $BHF | Brighthouse Financial, Inc. | $48.7M | 2.8% | +53% | 68.4 |
| 12 |  $NUVL | Nuvalent, Inc. | $35.4M | 2.0% | NEW | — |
| 13 |  $PEN | Penumbra Inc | $33.9M | 1.9% | -30% | 67.1 |
| 14 |  $CZR | Caesars Entertainment, Inc. | $29.2M | 1.7% | NEW | 44.5 |
| 15 |  $OGN | Organon & Co. | $29.1M | 1.7% | NEW | 50.5 |
| 16 |  $TECH | BIO-TECHNE Corp | $19.4M | 1.1% | NEW | 58.9 |
| 17 | — | LAFAYETTE DIGITAL ACQUI CL A ORD - Class A | $15.9M | 0.9% | -2% | — |
| 18 | — | MOUNTAIN LAKE ACQUISTION II CL A ORD - Class A | $12.6M | 0.7% | NEW | — |
| 19 |  $TDAC | Translational Development Acquisition Corp. | $12.2M | 0.7% | NEW | — |
| 20 |  $ILLU | Illumination Acquisition Corp. I | $9.8M | 0.6% | NEW | — |
| 21 | — | ACTIVATE ENERGY ACQUISITION CL A ORD - Class A | $8.6M | 0.5% | -6% | — |
| 22 |  $AACO | Abony Acquisition Corp. I | $8.3M | 0.5% | NEW | — |
| 23 | — | ALDABRA 4 LIQUIDITY OPPORTU CL A ORD - Class A | $7.4M | 0.4% | NEW | — |
| 24 | — | LEGATO MERGER IV ORD - COM | $7.4M | 0.4% | NEW | — |
| 25 |  $PSKY | Paramount Skydance Corp | $7.4M | 0.4% | NEW | 44.5 |
| 26 | — | KENSINGTON CAPITAL ACQUISITON VI UNT - UNIT | $6.6M | 0.4% | -0% | — |
| 27 | — | MESHFLOW ACQUISITION CL A ORD - Class A | $6.6M | 0.4% | +22% | — |
| 28 |  $SYNA | SYNAPTICS Inc | $6.4M | 0.4% | NEW | 36.6 |
| 29 | — | CAMBRIDGE ACQUISITION CL A ORD - Class A | $6.3M | 0.4% | NEW | — |
| 30 | — | SILICON VALLEY ACQUISITION CL A ORD - Class A | $6.0M | 0.3% | -2% | — |
| 31 |  $HACQ | HCM IV Acquisition Corp. | $5.9M | 0.3% | NEW | — |
| 32 |  $NHIC | NewHold Investment Corp. III | $5.9M | 0.3% | +35% | — |
| 33 | — | MUZERO ACQUISITION CL A ORD - Class A | $5.5M | 0.3% | NEW | — |
| 34 | — | DAEDALUS SPECIAL ACQUSTION CL A ORD - Class A | $5.1M | 0.3% | +14% | — |
| 35 | — | GENERAL PURPOSE ACQUISITION CL A ORD - Class A | $5.0M | 0.3% | -2% | — |
| 36 | — | SPARTACUS ACQUISITION II CL A ORD - Class A | $5.0M | 0.3% | NEW | — |
| 37 |  $PCT | PureCycle Technologies, Inc. | $4.9M | 0.3% | NEW | 15.8 |
| 38 |  $PAYO | Payoneer Global Inc. | $4.8M | 0.3% | NEW | 53.5 |
| 39 | — | SAFEGUARD ACQUISITION CL A ORD - Class A | $4.0M | 0.2% | -2% | — |
| 40 | — | WILLOW LANE ACQUISITION II CL A ORD - Class A | $4.0M | 0.2% | NEW | — |
| 41 | — | SPACE ASSET ACQUISITION CL A ORD - Class A | $3.8M | 0.2% | NEW | — |
| 42 |  $IRHO | Iron Horse Acquisition II Corp. | $3.8M | 0.2% | +35% | — |
| 43 | — | ARMADA ACQUISITION III CL A ORD - Class A | $3.5M | 0.2% | NEW | — |
| 44 | — | LEAPFROG ACQUISITION CL A ORD - Class A | $3.2M | 0.2% | NEW | — |
| 45 | — | CANTOR EQUITY PARTNERS VI CL A ORD - Class A | $3.1M | 0.2% | -2% | — |
| 46 |  $DMII | Drugs Made In America Acquisition II Corp. | $3.1M | 0.2% | -2% | — |
| 47 | — | TRIBECA STRATEGIC ACQUISITION UNT - UNIT | $3.0M | 0.2% | NEW | — |
| 48 | — | TEXAS VENTURES ACQUISITION IV UNT - Unit | $3.0M | 0.2% | NEW | — |
| 49 | — | AMERICAN DRIVE ACQUISITION CL A ORD - Class A | $2.9M | 0.2% | +11% | — |
| 50 | — | BLUEROCK ACQUISITION CL A ORD - Class A | $2.7M | 0.2% | +12% | — |
| 51 | — | COLUMBUS CIRCLE CAPITAL II CL A ORD - Class A | $2.6M | 0.1% | NEW | — |
| 52 | — | CRANE HARBOR ACQUISITION II CL A ORD - Class A | $2.5M | 0.1% | NEW | — |
| 53 | — | BLUE WATER ACQUISITION IV RED UNT - COM | $2.5M | 0.1% | NEW | — |
| 54 | — | HENNESSY CAPITAL INVST VIII CL A ORD - Class A | $2.5M | 0.1% | NEW | — |
| 55 |  $IACO | Idea Acquisition Corp. | $2.5M | 0.1% | NEW | — |
| 56 |  $PAAC | Proem Acquisition Corp. I | $2.4M | 0.1% | NEW | — |
| 57 | — | LAUNCHPAD CADENZA ACQUISITI CL A ORD - Class A | $2.0M | 0.1% | +12% | — |
| 58 | — | NEWHOLD INVESTMENT IV UNT - UNIT | $2.0M | 0.1% | NEW | — |
| 59 | — | SOCIAL COMMERCE PARTNERS CL A ORD - Class A | $2.0M | 0.1% | -1% | — |
| 60 |  $BILL | BILL Holdings, Inc. | $1.9M | 0.1% | NEW | 56 |
| 61 | — | SOREN ACQUISITION CL A ORD - Class A | $1.7M | 0.1% | NEW | — |
| 62 |  $INFQ | Infleqtion, Inc. | $1.6M | 0.1% | +393% | 37.2 |
| 63 | — | ITHAX ACQUISITION III CL A ORD - Class A | $1.5M | 0.1% | -2% | — |
| 64 |  $RKT | Rocket Companies, Inc. | $1.5M | 0.1% | +8% | 74.2 |
| 65 |  $COMP | Compass, Inc. | $1.4M | 0.1% | +8% | 61.2 |
| 66 |  $NUAI | New ERA Energy & Digital, Inc. | $1.3M | 0.1% | NEW | — |
| 67 | — | SPRING VALLEY ACQUISITON IV CL A ORD - Class A | $1.3M | 0.1% | NEW | — |
| 68 |  $GBTG | Global Business Travel Group, Inc. | $1.2M | 0.1% | NEW | 57.6 |
| 69 |  $MZYX | MOZAYYX Acquisition Corp. | $1.1M | 0.1% | NEW | — |
| 70 |  $MBVI | M3-Brigade Acquisition VI Corp. | $783,991 | 0.0% | -2% | — |
| 71 |  $FCRS | FutureCrest Acquisition Corp. | $524,013 | 0.0% | -2% | — |
| 72 |  $CEPF | Cantor Equity Partners IV, Inc. | $268,632 | 0.0% | -2% | — |
| 73 |  $CEPV | Cantor Equity Partners V, Inc. | $260,556 | 0.0% | -2% | — |
| 74 |  $BLZR | Trailblazer Acquisition Corp. | $256,522 | 0.0% | -2% | — |
| 75 | — | SILICON VALLEY ACQ EQY WARRANTS - Warrant | $223,994 | 0.0% | NEW | — |
| 76 | — | ACTIVATE ENERGY ACQUSTON EQY WARRANT - Warrant | $204,726 | 0.0% | NEW | — |
| 77 | — | KENSINGTON CP A VI CL 1 EQY WARRANTS - Warrant | $170,875 | 0.0% | NEW | — |
| 78 | — | ILLUMINATION ACQUISITN I EQY WARRANT - Warrant | $159,543 | 0.0% | NEW | — |
| 79 | — | LAFAYETTE DIGITAL ACQUIS EQY WARRANT - Warrant | $137,014 | 0.0% | NEW | — |
| 80 | $AACO | Abony Acquisition Corp. I | $135,160 | 0.0% | NEW | — |
| 81 | — | ALDABRA 4 LQDTY OPTY VH EQY WARRANTS - Warrant | $120,298 | 0.0% | NEW | — |
| 82 | — | SAFEGUARD ACQUISITION EQY WARRANT - Warrant | $119,058 | 0.0% | NEW | — |
| 83 | — | SPACE ASSET ACQUISITION EQY WARRANTS - Warrant | $116,455 | 0.0% | NEW | — |
| 84 | — | LEGATO MERGER IV EQY WARRANT - Warrant | $104,339 | 0.0% | NEW | — |
| 85 | — | SPARTACUS ACQUISITON II EQY WARRANTS - Warrant | $89,846 | 0.0% | NEW | — |
| 86 | — | WILLOW LANE ACQUSTON II EQY WARRANTS - Warrant | $88,162 | 0.0% | NEW | — |
| 87 | — | MUZERO ACQUISITION EQY WARRANT - Warrant | $85,440 | 0.0% | NEW | — |
| 88 | $HACQ | HCM IV Acquisition Corp. | $81,252 | 0.0% | NEW | — |
| 89 | — | GENERAL PURPOSE ACQUSTON EQY WARRANT - Warrant | $65,584 | 0.0% | NEW | — |
| 90 | — | DAEDALUS SPECIAL ACQUSTN EQY WARRANT - Warrant | $65,430 | 0.0% | NEW | — |
| 91 | — | CAMBRIDGE ACQUISITION EQY WARRANTS - Warrant | $64,297 | 0.0% | NEW | — |
| 92 | — | AMERICAN DRIVE ACQUSITON EQY WARRANT - Warrant | $62,858 | 0.0% | NEW | — |
| 93 | — | LEAPFROG ACQUISITION EQY WARRANT - Warrant | $59,367 | 0.0% | NEW | — |
| 94 | — | ARMADA ACQUISITION III EQY WARRANT - Warrant | $57,644 | 0.0% | NEW | — |
| 95 | — | CRANE HARBOR ACQUISITION II RTS - RIGHT | $56,327 | 0.0% | NEW | — |
| 96 | — | IRON HORSE ACQUISITIONS II RTS - COM | $55,316 | 0.0% | +34% | — |
| 97 | — | SOCIAL COMMERCE PARTNERS EQY WARRANT - Warrant | $47,432 | 0.0% | NEW | — |
| 98 | $PAAC | Proem Acquisition Corp. I | $47,364 | 0.0% | NEW | — |
| 99 | — | BLUEROCK ACQUISITION EQY WARRANTS - Warrant | $42,183 | 0.0% | NEW | — |
| 100 | — | HENNESSY CAPITAL INVSTMNT VIII S RTS - RIGHT | $39,733 | 0.0% | NEW | — |
| 101 | $DMII | Drugs Made In America Acquisition II Corp. | $28,588 | 0.0% | -2% | — |
| 102 | $IACO | Idea Acquisition Corp. | $28,310 | 0.0% | NEW | — |
| 103 | — | LAUNCHPD CADNZA ACQSTN I EQY WARRANT - Warrant | $26,372 | 0.0% | NEW | — |
| 104 | $MZYX | MOZAYYX Acquisition Corp. | $19,409 | 0.0% | NEW | — |
| 105 | — | ITHAX ACQUISITION III EQY WARRANT - Warrant | $18,162 | 0.0% | NEW | — |
| 106 | — | SOREN ACQUISITION EQY WARRANT - Warrant | $16,274 | 0.0% | NEW | — |
| 107 | — | MESHFLOW ACQUISITION EQY WARRANTS - Warrant | $12,718 | 0.0% | NEW | — |
| 108 | $MBVI | M3-Brigade Acquisition VI Corp. | $10,355 | 0.0% | NEW | — |
| 109 | $BLZR | Trailblazer Acquisition Corp. | $3,421 | 0.0% | NEW | — |
New Positions (70)
$APGE Apogee Therapeutics, Inc.$98.6M$ROKU ROKU, INC$57.4M$NUVL Nuvalent, Inc.$35.4M$CZR Caesars Entertainment, Inc.$29.2M$OGN Organon & Co.$29.1M$TECH BIO-TECHNE Corp$19.4M$TDAC Translational Development Acquisition Corp.$12.2M$ILLU Illumination Acquisition Corp. I$9.8M$AACO Abony Acquisition Corp. I$8.3M$PSKY Paramount Skydance Corp$7.4M$SYNA SYNAPTICS Inc$6.4MExited Positions (39)
$CWAN Clearwater Analytics Holdings, Inc.
$DAWN Day One Biopharmaceuticals, Inc.
$FOLD AMICUS THERAPEUTICS, INC.
$HOLX HOLOGIC INC
$AL AIR LEASE CORP
$APLS Apellis Pharmaceuticals, Inc.
$MASI MASIMO CORP
$GLD SPDR GOLD TRUSTBrowse Top Institutional Investors
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