Kemnay Advisory Services Inc. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$663.1M
Holdings
862
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (862 positions)
| Stock | Value |
|---|---|
TNKTEEKAY TANKERS LTD | $33K |
BELFBBEL FUSE INC | $33K |
RHCRH PLC | $33K |
HWMHOWMET AEROSPACE INC | $32K |
NOCNORTHROP GRUMMAN CORP | $32K |
CDECOEUR MNG INC | $32K |
AMTAMERICAN TOWER CORP NEW | $32K |
LGIHLGI HOMES INC | $32K |
PNCPNC FINL SVCS GROUP INC | $32K |
FIXCOMFORT SYS USA INC | $32K |
DASHDOORDASH INC | $31K |
CCLCARNIVAL CORP | $31K |
SPOTSPOTIFY TECHNOLOGY S A | $31K |
GNKGENCO SHIPPING & TRADING LTD | $31K |
DYDYCOM INDS INC | $30K |
ORLYOREILLY AUTOMOTIVE INC | $30K |
GMGENERAL MTRS CO | $30K |
MCOMOODYS CORP | $30K |
STRLSTERLING INFRASTRUCTURE INC | $30K |
AEOAMERICAN EAGLE OUTFITTERS IN | $30K |
VIKVIKING HOLDINGS LTD | $30K |
ELVELEVANCE HEALTH INC FORMERLY | $30K |
REGNREGENERON PHARMACEUTICALS | $30K |
AXSMAXSOME THERAPEUTICS INC | $30K |
DGDOLLAR GEN CORP NEW | $30K |
FW2NBANNER CORP | $30K |
EMREMERSON ELEC CO | $29K |
AHRAMERICAN HEALTHCARE REIT INC | $29K |
VSTVISTRA CORP | $29K |
NKENIKE INC | $29K |
AONAON PLC | $29K |
TTAMTITAN AMER SA | $29K |
CRKCOMSTOCK RES INC | $29K |
CITHE CIGNA GROUP | $29K |
UPSUNITED PARCEL SERVICE INC | $29K |
SHWSHERWIN WILLIAMS CO | $29K |
TRTXTPG RE FIN TR INC | $29K |
EQIXEQUINIX INC | $29K |
WMBWILLIAMS COS INC | $29K |
T7DTRANSDIGM GROUP INC | $29K |
WTSWATTS WATER TECHNOLOGIES INC | $28K |
TENBTENABLE HLDGS INC | $28K |
BFHBREAD FINANCIAL HOLDINGS INC | $28K |
CMICUMMINS INC | $28K |
COMPCOMPASS INC | $28K |
XMTRXOMETRY INC | $28K |
DELLDELL TECHNOLOGIES INC | $28K |
FCXFREEPORT-MCMORAN INC | $28K |
TPBTURNING PT BRANDS INC | $27K |
ON1OLD NATL BANCORP IND | $27K |
GLWCORNING INC | $27K |
TGLSTECNOGLASS INC | $27K |
MDLZMONDELEZ INTL INC | $27K |
OPRTOPORTUN FINL CORP | $27K |
SNOWSNOWFLAKE INC | $27K |
QBTSD-WAVE QUANTUM INC | $27K |
CTRECARETRUST REIT INC | $27K |
PIIPOLARIS INC | $27K |
ITWILLINOIS TOOL WKS INC | $27K |
CYTKCYTOKINETICS INC | $27K |
EWEDWARDS LIFESCIENCES CORP | $27K |
ANGOANGIODYNAMICS INC | $27K |
MARMARRIOTT INTL INC NEW | $27K |
IDIINTERDIGITAL INC | $26K |
RCLROYAL CARIBBEAN GROUP | $26K |
UMBFUMB FINL CORP | $26K |
AJGGALLAGHER ARTHUR J & CO | $26K |
ECLECOLAB INC | $26K |
HLTHILTON WORLDWIDE HLDGS INC | $26K |
HAEHAEMONETICS CORP MASS | $26K |
EFXEQUIFAX INC | $25K |
MOG/AMOOG INC | $25K |
LUMNLUMEN TECHNOLOGIES INC | $25K |
AOMRANGEL OAK MORTGAGE REIT INC | $25K |
CITCINTAS CORP | $25K |
CLCOLGATE PALMOLIVE CO | $25K |
AMRXAMNEAL PHARMACEUTICALS INC | $25K |
HNIHNI CORP | $25K |
TRVTRAVELERS COMPANIES INC | $25K |
AEISADVANCED ENERGY INDS | $25K |
MODMODINE MFG CO | $24K |
VRTVERTIV HOLDINGS CO | $24K |
RGTIRIGETTI COMPUTING INC | $24K |
TFCTRUIST FINL CORP | $24K |
WSFSWSFS FINL CORP | $24K |
ADSKAUTODESK INC | $24K |
SMBKSMARTFINANCIAL INC | $24K |
AEPAMERICAN ELEC PWR CO INC | $24K |
LYTSLSI INDS INC OHIO | $24K |
ABGCENCORA INC | $24K |
AZOAUTOZONE INC | $23K |
JBTJBT MAREL CORPORATION | $23K |
NUNU HLDGS LTD | $23K |
NUVLNUVALENT INC | $23K |
APOAPOLLO GLOBAL MGMT INC | $23K |
SPGSIMON PPTY GROUP INC NEW | $23K |
ARWRARROWHEAD PHARMACEUTICALS IN | $23K |
METMETLIFE INC | $23K |
HGVHILTON GRAND VACATIONS INC | $23K |
FCFSFIRSTCASH HOLDINGS INC | $22K |