KC

Kr Capital Partners I L P

Sector-focusedQuality / disciplined sizingLong-term holder

Total reported value

$34.8M

Reporting period: 2016-03-31 · Number of holdings: 13

KR CAPITAL PARTNERS I L P disclosed 13 holdings in its latest 13F filing for the period ending 2016-03-31, with total reported value of $34.8M and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
38.49
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
100
Diversification
26
Sizing Uniformity
94.78

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1ASHAshland Inc.Stock-Materials12.88%
2METMetLife, Inc.Stock-Financials12.87%
3GSThe Goldman Sachs Group, Inc.Stock-Financials11.49%
4AAgilent Technologies, Inc.Stock-Healthcare10.21%
5AXPAmerican Express CompanyStock-Financials10.06%
6Du Pont E I De Nemour&CoStock-Other9.27%
7American Airls Group INCStock-Other7.51%
8U S G CORPStock-Other7.17%
9GLWCorning INCStock-Tech6.12%
10CMICummins INCStock-Industrials5.63%
11Delphi Automotive PLCStock-Other5.38%
12Manitowoc Foodservice INCStock-Other1.08%
13MTWThe Manitowoc Company, Inc.Stock-Other0.32%

Holding changes this quarter

Position changes disclosed by Kr Capital Partners I L P for the quarter ending 2016-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Kr Capital Partners I L P and what type of investor is it?
Kr Capital Partners I L P is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2016-03-31), the firm manages a tracked equity portfolio valued at approximately $34.8M, spread across 13 disclosed positions.
What are Kr Capital Partners I L P's largest equity positions?
Based on the latest 13F filing, Kr Capital Partners I L P's top holdings by market value are: 1. Ashland Inc. (ASH) — $4.5M (12.9%) 2. MetLife, Inc. (MET) — $4.5M (12.9%) 3. The Goldman Sachs Group, Inc. (GS) — $4.0M (11.5%) 4. Agilent Technologies, Inc. (A) — $3.6M (10.2%) 5. American Express Company (AXP) — $3.5M (10.1%)
What changes did Kr Capital Partners I L P make in its most recent portfolio filing?
No notable portfolio changes were recorded for Kr Capital Partners I L P in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Kr Capital Partners I L P focus on?
Kr Capital Partners I L P is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%