Seven Six Capital Management, LLC
13F Reported Value
ⓘ$109.5M
Holdings
26
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Seven Six Capital Management, LLC disclosed 26 positions worth $109.5M in its Form 13F-HR for Q2 2026, led by $BYD (BOYD GAMING CORP) at 9.5% of the equity portfolio, followed by $AMCR and $CCK. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $VNT and a full exit from $RMAX. The portfolio is most concentrated in Consumer Discretionary (48.5% of disclosed assets). All figures are sourced directly from Seven Six Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 2021188.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 61.4#782
Quality
$10.4M117,800 sh - —
Quality
$9.2M211,940 sh - 62.1#730
Quality
$6.8M60,587 sh - 48.5
Quality
$6.1M521,501 sh - 43.9
Quality
$6.0M168,250 sh - 49.0
Quality
$5.9M562,206 sh - 57.4
Quality
$5.5M27,508 sh - 54.9
Quality
$5.3M383,050 sh - 65.3
Quality
$5.3M37,013 sh - 56.8
Quality
$5.2M178,700 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BOYD GAMING CORP$BYD | 61.4#782 | $10.4M | 117,800 |
 Amcor plc$AMCR | — | $9.2M | 211,940 |
 CROWN HOLDINGS, INC.$CCK | 62.1#730 | $6.8M | 60,587 |
 LEGGETT & PLATT INC$LEG | 48.5 | $6.1M | 521,501 |
 Dine Brands Global, Inc.$DIN | 43.9 | $6.0M | 168,250 |
 GRAPHIC PACKAGING HOLDING CO$GPK | 49.0 | $5.9M | 562,206 |
 ASBURY AUTOMOTIVE GROUP INC$ABG | 57.4 | $5.5M | 27,508 |
 Driven Brands Holdings Inc.$DRVN | 54.9 | $5.3M | 383,050 |
 HERC HOLDINGS INC$HRI | 65.3 | $5.3M | 37,013 |
 Vontier Corp$VNT | 56.8 | $5.2M | 178,700 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Seven Six Capital Management, LLC's 26 positions.
Showing top 10 of 26 holdings.
Sector Allocation
Consumer Discretionary
$53.1M
Industrials
$32.6M
Materials
$11.3M
Technology
$6.5M
Healthcare
$2.5M
Consumer Staples
$2.0M
Communication Services
$1.6M
Full Holdings — Seven Six Capital Management, LLC (Q2 2026)
All 26 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 | $BYD | BOYD GAMING CORP | $10.4M | 9.5% | -6% | 61.4 |
| 2 | $AMCR | Amcor plc | $9.2M | 8.4% | -5% | — |
| 3 | $CCK | CROWN HOLDINGS, INC. | $6.8M | 6.2% | +8% | 62.1 |
| 4 | $LEG | LEGGETT & PLATT INC | $6.1M | 5.6% | +14% | 48.5 |
| 5 | $DIN | Dine Brands Global, Inc. | $6.0M | 5.5% | -21% | 43.9 |
| 6 | $GPK | GRAPHIC PACKAGING HOLDING CO | $5.9M | 5.4% | -3% | 49 |
| 7 | $ABG | ASBURY AUTOMOTIVE GROUP INC | $5.5M | 5.0% | +5% | 57.4 |
| 8 | $DRVN | Driven Brands Holdings Inc. | $5.3M | 4.9% | +24% | 54.9 |
| 9 | $HRI | HERC HOLDINGS INC | $5.3M | 4.8% | +14% | 65.3 |
| 10 | $VNT | Vontier Corp | $5.2M | 4.7% | NEW | 56.8 |
| 11 |  $BBCP | Concrete Pumping Holdings, Inc. | $4.9M | 4.4% | -24% | 42.4 |
| 12 |  $MAGN | Magnera Corp | $4.7M | 4.3% | +6% | 50.3 |
| 13 |  $PENN | PENN Entertainment, Inc. | $4.6M | 4.2% | -17% | 41.2 |
| 14 |  $ARCB | ARCBEST CORP /TX/ | $4.4M | 4.1% | -27% | 44.6 |
| 15 |  $KNX | Knight-Swift Transportation Holdings Inc. | $3.9M | 3.6% | -45% | 54.4 |
| 16 |  $DCH | Dauch Corp | $3.8M | 3.5% | +25% | 49.5 |
| 17 |  $MAT | MATTEL INC /DE/ | $3.2M | 3.0% | +61% | 61 |
| 18 |  $JACK | JACK IN THE BOX INC | $2.6M | 2.4% | -9% | 44.2 |
| 19 |  $PRGO | PERRIGO Co plc | $2.5M | 2.3% | -16% | — |
| 20 |  $LW | Lamb Weston Holdings, Inc. | $2.0M | 1.8% | +39% | 51.7 |
| 21 |  $JBI | Janus International Group, Inc. | $1.8M | 1.7% | +179% | 41.8 |
| 22 |  $PLNT | Planet Fitness, Inc. | $1.6M | 1.5% | NEW | 67.6 |
| 23 |  $WHR | WHIRLPOOL CORP /DE/ | $1.3M | 1.2% | -24% | 42.8 |
| 24 |  $STLA | Stellantis N.V. | $941,934 | 0.9% | -1% | — |
| 25 |  $CLW | Clearwater Paper Corp | $709,159 | 0.7% | -43% | 46.5 |
| 26 |  $ALG | ALAMO GROUP INC | $666,185 | 0.6% | NEW | 47 |
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