Keel Infrastructure CORP (KEEL) 13F Holdings Overview (Q2 2026)

KEEL ranks #2159 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

KEEL is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

KEEL is a top-conviction position for Monarch Alternative Capital LP — at 21.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in KEEL belongs to BlackRock, Inc., but the position matters far more to Monarch Alternative Capital LP, who has 21.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

KEEL is down 2.5% today, but institutions show net buying of $2.7B this quarter — a divergence between today's price move and the underlying institutional flow.

KEEL reported a net loss of $284.5M in its latest fiscal year.

• Not yet profitable — net loss of $284.5M in the latest fiscal year
• Revenue grew 72.0% year over year
• Net income declined year over year, from -$28.4M to -$284.5M
• Operating cash flow was negative, using $226.6M in cash
• Current ratio of 5.58x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.31x equity — within a conventional range