SEC 13F Intelligence

Kellner Capital, LLC / WDR

Kellner Capital, LLC’s Waddell Reed Finl Inc Cl A Position

Does Kellner Capital, LLC own Waddell Reed Finl Inc Cl A (WDR)? Not currently — the last reported position was 365.0K shares worth $9M in Q1 2021; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$9M
Q1 2021
Shares
365.0K
% of Portfolio
+3.32%
Quarters Held
2
position exited

Position History WDR

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $9MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021365.0K$9M+3.32%
Q4 2020131.4K$3M+1.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kellner Capital, LLC’s full portfolio or all institutional holders of WDR.