KENNEDY CAPITAL MANAGEMENT LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$4.2T

Holdings

642

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (642 positions)

#StockSharesValue% PortfolioType
1
CHEFChefs Warehouse Inc.
882,640$48.1B1.15%
2
AAPLApple Inc.
173,485$38.5B0.92%
3
SFStifel Financial Corporation
398,929$37.6B0.90%
4
LLYEli Lilly & Co.
43,259$35.7B0.85%
5
MSFTMicrosoft Corp.
95,054$35.7B0.85%
6
NVDANVIDIA Corp.
327,135$35.5B0.85%
7
OZKBank OZK Little Rock Arkansas
780,673$33.9B0.81%
8
GTESGates Industrial Corp PLC
1,835,429$33.8B0.81%
9
UNHUnitedHealth Group Inc.
62,543$32.8B0.78%
10
HOMBHome BancShares Inc.
1,144,789$32.4B0.77%
11
HXLHexcel Corporation
586,072$32.1B0.77%
12
HALOHalozyme Therapeutics Inc
474,453$30.3B0.72%
13
ALGAlamo Group Inc
169,852$30.3B0.72%
14
EXPEagle Materials Inc.
126,504$28.1B0.67%
15
VMIValmont Industries, Inc.
96,382$27.5B0.66%
16
GMEDGlobus Med Inc
357,619$26.2B0.63%
17
BOOTBoot Barn Holdings Inc
242,148$26.0B0.62%
18
CPRXCatalyst Pharmaceuticals Inc.
1,061,323$25.7B0.61%
19
WF2Wintrust Financial Corporation
227,800$25.6B0.61%
20
CRCrane Co.
162,956$25.0B0.60%
21
1RGRev Group Inc
784,435$24.8B0.59%
22
PNFPPinnacle Financial Partners Inc.
227,525$24.1B0.58%
23
SSBUSDSouthState Corp.
255,615$23.7B0.57%
24
TDYTeledyne Technologies Inc
46,766$23.3B0.56%
25
CSLCarlisle Companies Inc.
67,329$22.9B0.55%
26
IEIInsight Enterprises Inc.
151,672$22.7B0.54%
27
ARISUSDAris Water Solutions Inc
708,773$22.7B0.54%
28
BLDTopbuild Corporation
72,593$22.1B0.53%
29
UPBDUpbound Group Inc
918,527$22.0B0.53%
30
WCCWesco International, Inc.
137,632$21.4B0.51%
31
AZZAZZ Inc
253,971$21.2B0.51%
32
BANCBanc Of California Inc.
1,486,855$21.1B0.50%
33
OBKOrigin Bancorp Inc
608,161$21.1B0.50%
34
METAMeta Platforms Inc
36,541$21.1B0.50%
35
KRGKite Realty Group Trust
928,794$20.8B0.50%
36
ABBVAbbVie Inc.
99,154$20.8B0.50%
37
NOGNorthern Oil And Gas, Inc.
681,186$20.6B0.49%
38
TRSTrimas Corporation
877,830$20.6B0.49%
39
ATRCAtricure Inc
632,128$20.4B0.49%
40
SIGISelective Insurance Group Inc.
216,960$19.9B0.47%
41
RSReliance Inc
67,902$19.6B0.47%
42
PFGCPerformance Food Group Co.
247,378$19.5B0.46%
43
AIZAssurant Inc.
92,119$19.3B0.46%
44
BSFAANI Pharmaceuticals Inc.
286,776$19.2B0.46%
45
OSKOshkosh Corporation
200,157$18.8B0.45%
46
AVYAvery Dennison Corporation
105,011$18.7B0.45%
47
RGAReinsurance Group of America, Incorporated
92,922$18.3B0.44%
48
EPACEnerpac Tool Group Corp
407,527$18.3B0.44%
49
SKYChampion Homes Inc.
191,984$18.2B0.43%
50
SUXTD Synnex Corp
173,602$18.0B0.43%
51
QCRHQCR Holdings Inc.
249,690$17.8B0.43%
52
POSTPost Holdings Inc.
152,434$17.7B0.42%
53
CCBCoastal Financial Corp.
194,773$17.6B0.42%
54
PIPRPiper Sandler Companies
70,457$17.4B0.42%
55
CWSTCasella Waste Systems, Inc.
155,510$17.3B0.41%
56
RRCRange Resources Corp.
433,117$17.3B0.41%
57
GTLSChart Industries Inc
119,512$17.3B0.41%
58
JNJJohnson & Johnson
103,892$17.2B0.41%
59
GOOGLAlphabet Inc.
109,056$16.9B0.40%
60
PCHPotlatchdeltic Corp.
373,638$16.9B0.40%
61
KNFKnife River Corp.
185,725$16.8B0.40%
62
STLDSteel Dynamics, Inc.
130,790$16.4B0.39%
63
UFPIUFP Industries Inc
151,880$16.3B0.39%
64
BRBRBellRing Intermediate Holdings Inc.
217,532$16.2B0.39%
65
AHCOAdaptHealth Corporation
1,493,643$16.2B0.39%
66
EHCEncompass Health Corporation
159,811$16.2B0.39%
67
FAROFARO Technologies Inc.
590,375$16.1B0.39%
68
INFA1EURInformatica Inc
922,541$16.1B0.38%
69
SRCE1st Source Corporation
268,645$16.1B0.38%
70
DINOHF Sinclair Corp.
466,922$15.4B0.37%
71
KWRQuaker Houghton
123,729$15.3B0.37%
72
MRCYMercury Systems Inc
351,678$15.2B0.36%
73
MKSIMKS Instruments Inc.
188,775$15.1B0.36%
74
PFBCPreferred Bank
177,399$14.8B0.35%
75
AMZNAmazon.com, Inc.
78,001$14.8B0.35%
76
AMTBAmerant Bancorp Inc.
716,946$14.8B0.35%
77
CHEChemed Corporation
23,975$14.8B0.35%
78
TCBITexas Capital Bancshares, Inc.
194,144$14.5B0.35%
79
COLBColumbia Banking System Inc.
575,496$14.4B0.34%
80
AITApplied Industrial Technologies Inc.
63,657$14.3B0.34%
81
BWINThe Baldwin Insurance Group Inc
315,209$14.1B0.34%
82
LMATLemaitre Vascular Inc.
167,123$14.0B0.33%
83
NBNNortheast Bank
152,923$14.0B0.33%
84
BROBrown & Brown Inc
111,774$13.9B0.33%
85
TMOThermo Fisher Scientific Inc
27,830$13.8B0.33%
86
PENGPenguin Solutions Inc
785,120$13.6B0.33%
87
EWEdwards Lifesciences Corporation
186,999$13.6B0.32%
88
NBHCNational Bank Holdings Corp
352,767$13.5B0.32%
89
MLABMesa Laboratories Inc.
113,271$13.4B0.32%
90
SMSM Energy Co.
448,609$13.4B0.32%
91
CRSCarpenter Technology Corporation
73,041$13.2B0.32%
92
ADUSAddus Homecare Corp
133,131$13.2B0.31%
93
CIVICivitas Resources Inc
376,191$13.1B0.31%
94
RYANRyan Specialty Holdings Inc
177,527$13.1B0.31%
95
ROCKGibraltar Industries, Inc.
222,080$13.0B0.31%
96
ESABESAB Corp.
111,314$13.0B0.31%
97
GRBKGreen Brick Partners Inc.
220,916$12.9B0.31%
98
IESCIES Holdings Inc.
76,856$12.7B0.30%
99
WHWyndham Hotels & Resorts Inc
139,938$12.7B0.30%
100
TCBXThird Coast Bancshares Inc.
379,036$12.6B0.30%
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