Seven Six Capital Management, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$111.4B

Holdings

26

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (26 positions)

#StockSharesValue% PortfolioType
1
GPKGRAPHIC PACKAGING HLDG CO
473,000$12.3B11.02%
2
BERYEURBERRY GLOBAL GROUP INC
129,687$9.1B8.13%
3
BYDBOYD GAMING CORP
133,200$8.8B7.87%
4
PRGOPERRIGO CO PLC
284,000$8.0B7.15%
5
CCKCROWN HLDGS INC
74,412$6.6B5.96%
6
LEGLEGGETT & PLATT INC
743,501$5.9B5.28%
7
WHRWHIRLPOOL CORP
46,175$4.2B3.74%
8
STLASTELLANTIS N.V
364,100$4.1B3.66%
9
DINDINE BRANDS GLOBAL INC
173,400$4.0B3.62%
10
AWGASBURY AUTOMOTIVE GROUP INC
17,975$4.0B3.56%
11
ARCBARCBEST CORP
55,232$3.9B3.50%
12
KNXKNIGHT-SWIFT TRANSN HLDGS IN
88,650$3.9B3.46%
13
FUNSIX FLAGS ENTERTAINMENT CORP
107,832$3.8B3.45%
14
MAGNMAGNERA CORP
196,368$3.6B3.20%
15
DRVNDRIVEN BRANDS HLDGS INC
202,600$3.5B3.12%
16
JACKJACK IN THE BOX INC
126,200$3.4B3.08%
17
GLDDGREAT LAKES DREDGE & DOCK CO
393,299$3.4B3.07%
18
BBCPCONCRETE PUMPING HLDGS INC
547,359$3.0B2.68%
19
1RGREV GROUP INC
92,458$2.9B2.62%
20
HRIHERC HLDGS INC
17,925$2.4B2.16%
21
HIHILLENBRAND INC
92,427$2.2B2.00%
22
CLWCLEARWATER PAPER CORP
86,959$2.2B1.98%
23
HUNHUNTSMAN CORP
137,900$2.2B1.95%
24
G2CEVERI HLDGS INC
150,586$2.1B1.85%
25
WCCWESCO INTL INC
8,800$1.4B1.23%
26
PLYAPLAYA HOTELS & RESORTS NV
55,300$737.1M0.66%