KENNEDY CAPITAL MANAGEMENT LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$4.7B

Holdings

531

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (531 positions)

StockValue
VMIValmont Industries, Inc.
$65.9M
QCRHQCR Holdings Inc.
$63.5M
CHEFChefs Warehouse Inc.
$50.9M
MRCYMercury Systems Inc
$49.0M
SFStifel Financial Corporation
$48.1M
GMEDGlobus Med Inc
$43.0M
ENSEnerSys
$38.6M
FULH B Fuller Company
$37.5M
OZKBank OZK
$34.1M
ATRCAtricure Inc
$33.1M
WF2Wintrust Financial Corporation
$33.0M
GTESGates Industrial Corp PLC
$32.8M
1RGRev Group Inc
$31.5M
PIPRPiper Sandler Companies
$31.4M
ALGAlamo Group Inc
$30.7M
HOMBHome BancShares Inc.
$30.7M
HALOHalozyme Therapeutics Inc
$29.2M
CRCrane Co.
$29.1M
ONTOOnto Innovation Inc.
$29.0M
SEISolaris Energy Infrastructure Inc
$28.9M
CPRXCatalyst Pharmaceuticals Inc.
$28.2M
SAROStandardAero Inc.
$28.1M
BB4Axos Financial Inc
$26.6M
OBKOrigin Bancorp Inc
$26.6M
PATKPatrick Industries Inc.
$25.9M
AZZAZZ Inc
$25.8M
AVDLAvadel Pharmaceuticals PLC
$25.7M
FRFirst Industrial Realty Trust, Inc.
$25.4M
UFPIUFP Industries Inc
$24.9M
DCODucommun Incorporated
$24.9M
RRCRange Resources Corp.
$24.8M
OSBCOld Second Bancorp Inc.
$24.7M
OSKOshkosh Corporation
$24.5M
HLIOHelios Technologies Inc
$24.5M
BOOTBoot Barn Holdings Inc
$24.4M
EXPEagle Materials Inc.
$24.3M
GBCIGlacier Bancorp Inc.
$24.2M
TRSTrimas Corporation
$24.1M
AHCOAdaptHealth Corporation
$24.0M
ITGRInteger Holdings Corp.
$23.6M
BLDTopbuild Corporation
$23.5M
ADUSAddus Homecare Corp
$23.4M
MTSIMACOM Technology Solutions Holdings Inc.
$23.4M
MGNIMagnite Inc
$23.3M
MKSIMKS Inc.
$23.0M
LLYEli Lilly & Co.
$22.7M
CNOBConnectone Bancorp Inc.
$22.7M
REZIResideo Technologies Inc
$22.6M
DINOHF Sinclair Corp.
$21.8M
FROGJFrog Ltd
$21.8M
PENGPenguin Solutions Inc
$21.7M
NBNNortheast Bank
$21.0M
SXIStandex International Corp
$20.8M
SUXTD Synnex Corp
$20.7M
MTRNMaterion Corp
$20.5M
LMATLemaitre Vascular Inc.
$20.1M
AIZAssurant Inc.
$20.1M
AORTArtivion Inc
$20.0M
SRCE1st Source Corporation
$19.9M
KRGKite Realty Group Trust
$19.9M
TCBITexas Capital Bancshares, Inc.
$19.8M
IEIInsight Enterprises Inc.
$19.7M
BWINThe Baldwin Insurance Group Inc
$19.7M
ITTITT Inc
$19.5M
CWSTCasella Waste Systems, Inc.
$19.4M
CCBCoastal Financial Corp.
$19.3M
SSBSouthstate Bank Corp.
$19.3M
PTGXProtagonist Therapeutics Inc
$19.3M
TXNMTXNM Energy Inc.
$19.3M
NBHCNational Bank Holdings Corp
$19.2M
JXNJackson Financial Inc
$19.1M
TBBKBancorp Inc
$19.0M
NOGNorthern Oil And Gas, Inc.
$19.0M
PFBCPreferred Bank
$18.8M
PFGCPerformance Food Group Co.
$18.6M
AVYAvery Dennison Corporation
$18.4M
ICUIICU Medical Inc
$18.3M
4DHDana Inc.
$18.0M
IDAIdacorp Inc
$17.9M
ATMUAtmus Filtration Technologies Inc.
$17.8M
CVCOCavco Industries
$17.6M
TCBXThird Coast Bancshares Inc.
$17.4M
GOLFAcushnet Holdings Corp
$17.4M
EPRTEssential Properties Realty Trust Inc.
$17.3M
BHEBenchmark Electronics, Inc.
$16.9M
BSFAANI Pharmaceuticals Inc.
$16.9M
AHRAmerican Healthcare REIT Inc.
$16.9M
CADECadence Bank
$16.8M
CHCTCommunity Healthcare Trust Inc.
$16.7M
ACLSAxcelis Technologies Inc.
$16.5M
ICHRIchor Holdings Ltd
$16.4M
AITApplied Industrial Technologies Inc.
$16.4M
UGIUGI Corp
$16.1M
KWRQuaker Houghton
$16.0M
COHRCoherent Corp
$15.9M
SIGISelective Insurance Group Inc.
$15.9M
LXPLXP Industrial Trust
$15.8M
FSBCFive Star Bancorp.
$15.7M
AAOIApplied Optoelectronics Inc
$15.6M
GRBKGreen Brick Partners Inc.
$15.5M
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