Managers / Q1 2026
KCM Capital Inc
CIK 0002026745 · 13021 W 74TH ST, SHAWNEE, KS, 66216 · 785-220-4085
Reported Value
$622M
Q1 2026
Positions
35
Filings on Record
2
2019–present window
Filed
May 13, 2026
original filing
Summary
Kcm Capital Inc reported $622M in U.S.-listed holdings across 35 positions for Q1 2026.
Its largest position, SNDK, represents 13.3% of the portfolio.
Compared with Q4 2025, the fund opened 9 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 81.5% · $507M
- Other · 13.9% · $87M
- MLP · 2.6% · $16M
- ETP · 1.9% · $12M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
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 ↗.