SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Kellner Capital, LLC

CIK 0001550188 · PO BOX 1627, NEW YORK, NY, 10150 · 212-350-0262

Reported Value
$224M
Q2 2019
Positions
33
Filings on Record
20
2019–present window
Filed
Aug 5, 2019
original filing

Summary

Kellner Capital, LLC reported $224M in U.S.-listed holdings across 33 positions for Q2 2019.

Its largest position, Suntrust Bks, represents 10.9% of the portfolio.

Compared with Q1 2019, the fund opened 21 new positions and exited 14.

Portfolio Metrics

Turnover
+27.7%
vs prior filed quarter
Top-10 Concentration
+65.8%
share of reported value
Largest Position
+10.9%
Suntrust Bks
New / Exited
21 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $147MQ1 ’19Q2 ’19: $224MQ3 ’19: $142MQ4 ’19: $158MQ4 ’19Q1 ’20: $216MQ2 ’20: $203MQ3 ’20: $185MQ3 ’20Q4 ’20: $190MQ1 ’21: $276MQ2 ’21: $326MQ2 ’21Q3 ’21: $257MQ4 ’21: $219MQ1 ’22: $134MQ1 ’22Q2 ’22: $148MQ3 ’22: $177MQ4 ’22: $86MQ4 ’22Q1 ’23: $72MQ2 ’23: $87MQ3 ’23: $85MQ3 ’23Q4 ’23: $56Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 60.3%Other: 28.6%MLP: 11.2%
  • Common Stock · 60.3% · $135M
  • Other · 28.6% · $64M
  • MLP · 11.2% · $25M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HFF INCNEW+313.2K313.2K+$14M$14M
MEDIDATA SOLUTIONS INCNEW+100.3K100.3K+$9M$9M
TSSTOTAL SYS SVCS INCNEW+56.7K56.7K+$7M$7M
WABCO HLDGS INCNEW+49.1K49.1K+$7M$7M
ANDEAVOR LOGISTICS LPNEW+169.5K169.5K+$6M$6M
AMERIGAS PARTNERS L PNEW+161.1K161.1K+$6M$6M
DATATABLEAU SOFTWARE INCNEW+28.5K28.5K+$5M$5M
LEGACY TEX FINL GROUP INCNEW+96.0K96.0K+$4M$4M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

33 positions
#IssuerClass% PortfolioValueShares
1SUNTRUST BKS INCCOM10.88%$24M387.2K
2WORLDPAY INCCL A9.63%$22M175.8K
3CELGCELEGENE CORPhistory →COM7.78%$17M188.4K
4RED HAT INCCOM6.74%$15M80.3K
5HFF INCCL A6.37%$14M313.2K
6FDCFIRST DATA CORP NEWhistory →COM CL A6.23%$14M515.1K
7ANDARKO PETE CORPCOM5.61%$13M177.9K
8OAKTREE CAPITAL GROUP LLCUNIT CL A4.98%$11M224.9K
9MEDIDATA SOLUTIONS INCCOM4.06%$9M100.3K
10TCF FINANCIAL CORPCOM3.51%$8M377.4K
11TSSTOTAL SYS SVCS INChistory →COM3.25%$7M56.7K
12VERSUM MATLS INCCOM3.20%$7M138.8K
13WABCO HLDGS INCCOM2.91%$7M49.1K
14TRCOTRIBUNE MEDIA COhistory →CL A2.80%$6M135.6K
15ANDEAVOR LOGISTICS LPCOM UNIT LP INT2.75%$6M169.5K
16AMERIGAS PARTNERS L PUNIT L P INT2.51%$6M161.1K
17DATATABLEAU SOFTWARE INChistory →CL A2.11%$5M28.5K
18LEGACY TEX FINL GROUP INCCOM1.75%$4M96.0K
19ARRAY BIOPHARMA INCCOM1.72%$4M82.9K
20CRAYCRAY INChistory →COM NEW1.70%$4M109.0K
21LEXEALIBERTY EXPEDIA HLDGS INChistory →SER A COM1.53%$3M71.6K
22CTRLCONTROL4 CORPhistory →COM1.53%$3M143.8K
23ALLERGAN PLCSHS1.47%$3M19.7K
24SHUTTERFLY INCCOM1.18%$3M52.4K
25BUCKEYE PARTNERS LPUNIT LTD PARTN0.75%$2M40.6K
26ENTEGRA FINL CORPCOM0.68%$2M50.5K
27MELLANOX TECHNOLOGIES LTDSHS0.66%$1M13.3K
28CYEURCYPRESS SEMICONDUCTOR CORPCOM0.64%$1M64.3K
29SPARK THERAPEUTICS INCCOM0.41%$921,0009.0K
30AQAQUANTIA CORPCOM0.25%$567,00043.5K
31AMERICAN MIDSTREAM PARTNERSCOM UNITS0.19%$414,00080.0K
32EFIIELECTRONICS FOR IMAGING INCCOM0.16%$362,0009.8K
33II VI INCCOM0.08%$176,0004.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2023$56M18Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$85M21Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$87M26Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$72M29May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$86M33Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$177M41Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$148M33Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$134M31May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$219M28Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$257M27Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$326M31Aug 9, 202113F-HRchanges · EDGAR ↗
Q1 2021$276M33May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$190M29Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$185M28Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$203M23Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$216M32May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$158M31Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$142M27Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$224M33Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$147M27May 15, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • PRELUDE CAPITAL MANAGEMENT, LLC

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.