Kryger Capital LLC

Portfolio Overview

Kryger Capital LLC disclosed 76 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $NSC (NORFOLK SOUTHERN CORP) at 10.8% of the equity portfolio, followed by $GTLS and $EA. During the quarter the fund opened 76 new positions and exited 0 — including a new stake in $NSC. The portfolio is most concentrated in Industrials (23.2% of disclosed assets). All figures are sourced directly from Kryger Capital LLC’s Form 13F-HR filing with the SEC under CIK 2123957.

• 

  NORFOLK SOUTHERN CORP

  $NSC

  70.8#289

  Quality

  $152.2M530,269 sh
• 

  CHART INDUSTRIES INC

  $GTLS

  60.6#843

  Quality

  $113.7M550,117 sh
• 

  ELECTRONIC ARTS INC.

  $EA

  71.1#276

  Quality

  $103.6M508,259 sh
• 

  DigitalBridge Group, Inc.

  $DBRG

  52.9

  Quality

  $102.7M6,662,509 sh
• 

  Clearwater Analytics Holdings, Inc.

  $CWAN

  50.2

  Quality

  $90.3M3,817,188 sh
• 

  Kenvue Inc.

  $KVUE

  60.2

  Quality

  $89.8M5,211,114 sh
• 

  Warner Bros. Discovery, Inc.

  $WBD

  42.1

  Quality

  $84.8M3,086,831 sh
• 

  Day One Biopharmaceuticals, Inc.

  $DAWN

  42.6

  Quality

  $83.5M3,896,485 sh
• 

  AMICUS THERAPEUTICS, INC.

  $FOLD

  44.2

  Quality

  $65.9M4,554,174 sh
• 

  HOLOGIC INC

  $HOLX

  62.3

  Quality

  $62.1M821,131 sh

Company	Quality	Value	Shares
NORFOLK SOUTHERN CORP$NSC	70.8#289	$152.2M	530,269
CHART INDUSTRIES INC$GTLS	60.6#843	$113.7M	550,117
ELECTRONIC ARTS INC.$EA	71.1#276	$103.6M	508,259
DigitalBridge Group, Inc.$DBRG	52.9	$102.7M	6,662,509
Clearwater Analytics Holdings, Inc.$CWAN	50.2	$90.3M	3,817,188
Kenvue Inc.$KVUE	60.2	$89.8M	5,211,114
Warner Bros. Discovery, Inc.$WBD	42.1	$84.8M	3,086,831
Day One Biopharmaceuticals, Inc.$DAWN	42.6	$83.5M	3,896,485
AMICUS THERAPEUTICS, INC.$FOLD	44.2	$65.9M	4,554,174
HOLOGIC INC$HOLX	62.3	$62.1M	821,131

Showing top 10 of 76 holdings.

Full Holdings — Kryger Capital LLC (Q1 2026)

All 76 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	$152.2M	10.8%	NEW	70.8
2	$GTLS	CHART INDUSTRIES INC	$113.7M	8.0%	NEW	60.6
3	$EA	ELECTRONIC ARTS INC.	$103.6M	7.3%	NEW	71.1
4	$DBRG	DigitalBridge Group, Inc.	$102.7M	7.3%	NEW	52.9
5	$CWAN	Clearwater Analytics Holdings, Inc.	$90.3M	6.4%	NEW	50.2
6	$KVUE	Kenvue Inc.	$89.8M	6.3%	NEW	60.2
7	$WBD	Warner Bros. Discovery, Inc.	$84.8M	6.0%	NEW	42.1
8	$DAWN	Day One Biopharmaceuticals, Inc.	$83.5M	5.9%	NEW	42.6
9	$FOLD	AMICUS THERAPEUTICS, INC.	$65.9M	4.7%	NEW	44.2
10	$HOLX	HOLOGIC INC	$62.1M	4.4%	NEW	62.3
11	$AL	AIR LEASE CORP	$57.0M	4.0%	NEW	73.8
12	$PEN	Penumbra Inc	$50.5M	3.6%	NEW	69.7
13	$APLS	Apellis Pharmaceuticals, Inc.	$44.3M	3.1%	NEW	63.9
14	$SLAB	SILICON LABORATORIES INC.	$37.3M	2.6%	NEW	36.6
15	$AES	AES CORP	$31.7M	2.2%	NEW	50.9
16	$BHF	Brighthouse Financial, Inc.	$30.1M	2.1%	NEW	54.9
17	$MASI	MASIMO CORP	$17.9M	1.3%	NEW	47.1
18	—	LAFAYETTE DIGITAL ACQUI CL A ORD	$16.0M	1.1%	NEW	—
19	—	ILLUMINATION ACQUISITION I UNT	$10.0M	0.7%	NEW	—
20	—	ACTIVATE ENERGY ACQUISITION CL A ORD	$9.1M	0.6%	NEW	—
21	—	ABONY ACQUISITION I UNT	$8.5M	0.6%	NEW	—
22	—	LEGATO MERGER IV UNT	$7.6M	0.5%	NEW	—
23	—	ALDABRA 4 LIQUIDITY OPPORTUNITY UNT	$7.5M	0.5%	NEW	—
24	—	KENSINGTON CAPITAL ACQUISITIO VI UNT	$6.5M	0.5%	NEW	—
25	—	CAMBRIDGE ACQUISITION UNITS	$6.5M	0.5%	NEW	—
26	$GLD	SPDR GOLD TRUST	$6.5M	0.5%	NEW	—
27	—	SILICON VALLEY ACQUISITION CL A ORD	$6.0M	0.4%	NEW	—
28	—	HCM IV ACQUISITION UNT	$6.0M	0.4%	NEW	—
29	—	MUZERO ACQUISITION UNT	$5.6M	0.4%	NEW	—
30	—	MESHFLOW ACQUISITION CL A ORD	$5.3M	0.4%	NEW	—
31	—	GENERAL PURPOSE ACQUISITION CL A ORD	$5.1M	0.4%	NEW	—
32	—	SPARTACUS ACQUISITION II UNITS	$5.0M	0.4%	NEW	—
33	$BA	BOEING CO	$5.0M	0.3%	NEW	51.8
34	$OS	OneStream, Inc.	$4.8M	0.3%	NEW	41
35	—	DAEDALUS SPECIAL ACQUSTION CL A ORD	$4.4M	0.3%	NEW	—
36	$NHIC	NewHold Investment Corp. III	$4.2M	0.3%	NEW	—
37	—	SAFEGUARD ACQUISITION CL A ORD	$4.1M	0.3%	NEW	—
38	—	SPACE ASSET ACQUISITION UNT	$4.0M	0.3%	NEW	—
39	—	WILLOW LANE ACQUISITION UNT	$4.0M	0.3%	NEW	—
40	—	ARMADA ACQUISITION III UNT	$3.5M	0.3%	NEW	—
41	$LFAC	Leapfrog Acquisition Corp	$3.3M	0.2%	NEW	—
42	$DMII	Drugs Made In America Acquisition II Corp.	$3.1M	0.2%	NEW	—
43	—	CANTOR EQUITY PARTNERS VI CL A ORD	$3.0M	0.2%	NEW	—
44	—	COLUMBUS CIRCLE CAPITAL II UNT	$3.0M	0.2%	NEW	—
45	$RIOT	Riot Platforms, Inc.	$3.0M	0.2%	NEW	51.3
46	$IRHO	Iron Horse Acquisition II Corp.	$2.8M	0.2%	NEW	—
47	—	AMERICAN DRIVE ACQUISITION CL A ORD	$2.6M	0.2%	NEW	—
48	—	HENNESSY CAPITAL INVESTMENT VIII UNT	$2.5M	0.2%	NEW	—
49	—	PROEM ACQUISITION UNT	$2.5M	0.2%	NEW	—
50	—	IDEA ACQUISITION UNT	$2.5M	0.2%	NEW	—
51	—	BLUE WATER ACQUISITION IV RED UNT	$2.5M	0.2%	NEW	—
52	—	BLUEROCK ACQUISITION CL A ORD	$2.4M	0.2%	NEW	—
53	—	SOCIAL COMMERCE PARTNERS CL A ORD	$2.0M	0.1%	NEW	—
54	—	LAUNCHPAD CADENZA ACQUISITI CL A ORD	$1.8M	0.1%	NEW	—
55	—	SOREN ACQUISITION UNT	$1.7M	0.1%	NEW	—
56	—	ITHAX ACQUISITION III CL A ORD	$1.5M	0.1%	NEW	—
57	—	SPRING VALLEY ACQUISITION IV UNT	$1.3M	0.1%	NEW	—
58	$MESH	Meshflow Acquisition Corp	$1.3M	0.1%	NEW	—
59	$RKT	Rocket Companies, Inc.	$1.2M	0.1%	NEW	—
60	—	MOZAYYX ACQUISITION RED UNT	$1.1M	0.1%	NEW	—
61	$RVMD	Revolution Medicines, Inc.	$843,158	0.1%	NEW	—
62	$MBVI	M3-Brigade Acquisition VI Corp.	$791,056	0.1%	NEW	—
63	$COMP	Compass, Inc.	$765,028	0.1%	NEW	58.3
64	$DSAC	Daedalus Special Acquisition Corp.	$710,997	0.1%	NEW	—
65	$FCRS	FutureCrest Acquisition Corp.	$520,555	0.0%	NEW	—
66	$UDMY	Udemy, Inc.	$458,660	0.0%	NEW	46.3
67	$ADAC	American Drive Acquisition Co	$353,236	0.0%	NEW	—
68	$BLRK	Bluerock Acquisition Corp.	$345,945	0.0%	NEW	—
69	$VAL	Valaris Ltd	$300,493	0.0%	NEW	—
70	$CEPF	Cantor Equity Partners IV, Inc.	$267,691	0.0%	NEW	—
71	$CEPV	Cantor Equity Partners V, Inc.	$259,540	0.0%	NEW	—
72	$BLZR	Trailblazer Acquisition Corp.	$259,089	0.0%	NEW	—
73	$INFQ	Infleqtion, Inc.	$246,094	0.0%	NEW	—
74	$LPCV	Launchpad Cadenza Acquisition Corp I	$240,620	0.0%	NEW	—
75	—	IRON HORSE ACQUISITIONS II RTS	$36,434	0.0%	NEW	—
76	$DMII	Drugs Made In America Acquisition II Corp.	$29,256	0.0%	NEW	—