Kryger Capital LLC — 13F Holdings & Portfolio

CIK 2123957 · latest 13F-HR filed 2026-05-14

Kryger Capital LLC manages $1.41B in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NSC (10.76%), GTLS (8.04%), EA (7.33%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.41B

Long-equity book

Holdings

76

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NORFOLK SOUTHERN ORD NSC 655844108 $152.2M 10.76% 530,269 SH
2 CHART INDUSTRIES ORD GTLS 16115Q308 $113.7M 8.04% 550,117 SH
3 ELECTRONIC ARTS ORD EA 285512109 $103.6M 7.33% 508,259 SH
4 DIGITALBRIDGE GROUP CL A ORD DBRG 25401T603 $102.7M 7.26% 6,662,509 SH
5 CLEARWATER ANALYTICS HOLDIN CL A ORD CWAN 185123106 $90.3M 6.38% 3,817,188 SH
6 KENVUE ORD KVUE 49177J102 $89.8M 6.35% 5,211,114 SH
7 WARNER BROS. DISCOVERY SRS A ORD WBD 934423104 $84.8M 5.99% 3,086,831 SH
8 DAY ONE BIOPHARMACEUTICALS ORD DAWN 23954D109 $83.5M 5.91% 3,896,485 SH
9 AMICUS THERAPEUTICS ORD FOLD 03152W109 $65.9M 4.66% 4,554,174 SH
10 HOLOGIC ORD HOLX 436440101 $62.1M 4.39% 821,131 SH
11 AIR LEASE CL A ORD AL 00912X302 $57.0M 4.03% 878,107 SH
12 PENUMBRA ORD PEN 70975L107 $50.5M 3.57% 153,848 SH
13 APELLIS PHARMACEUTICALS ORD APLS 03753U106 $44.3M 3.13% 1,100,000 SH
14 SILICON LABORATORIES ORD SLAB 826919102 $37.3M 2.64% 179,387 SH
15 THE AES CORPORATION AES 00130H105 $31.7M 2.24% 2,250,000 SH
16 BRIGHTHOUSE FINANCIAL ORD BHF 10922N103 $30.1M 2.13% 502,734 SH
17 MASIMO ORD MASI 574795100 $17.9M 1.27% 100,589 SH
18 LAFAYETTE DIGITAL ACQUI CL A ORD ZKP G5345D107 $16.0M 1.13% 1,622,131 SH
19 ILLUMINATION ACQUISITION I UNT ILLUU G470AU126 $10.0M 0.70% 1,005,009 SH
20 ACTIVATE ENERGY ACQUISITION CL A ORD AEAQ G0081J103 $9.1M 0.64% 919,573 SH
21 ABONY ACQUISITION I UNT AACOU G00582125 $8.5M 0.60% 854,259 SH
22 LEGATO MERGER IV UNT LEGO.U G7318R121 $7.6M 0.54% 758,556 SH
23 ALDABRA 4 LIQUIDITY OPPORTUNITY UNT ALOVU G01900201 $7.5M 0.53% 757,794 SH
24 KENSINGTON CAPITAL ACQUISITIO VI UNT KCAC.U G5235S123 $6.5M 0.46% 650,000 SH
25 CAMBRIDGE ACQUISITION UNITS CAQUU G1871M124 $6.5M 0.46% 648,038 SH
26 SPDR GOLD SHARES ETF GLD 78463V107 $6.5M 0.46% 15,000 SH
27 SILICON VALLEY ACQUISITION CL A ORD SVAQ G81306121 $6.0M 0.43% 610,455 SH
28 HCM IV ACQUISITION UNT HACQU G4365S128 $6.0M 0.43% 601,517 SH
29 MUZERO ACQUISITION UNT MUZEU G8775A122 $5.6M 0.40% 566,540 SH
30 MESHFLOW ACQUISITION CL A ORD MESH G6032N101 $5.3M 0.38% 537,989 SH
31 GENERAL PURPOSE ACQUISITION CL A ORD GPAC G3810N106 $5.1M 0.36% 509,744 SH
32 SPARTACUS ACQUISITION II UNITS TMTSU G8303R126 $5.0M 0.36% 502,988 SH
33 BOEING ORD BA 097023105 $5.0M 0.35% 25,000 SH
34 ONESTREAM CL A ORD OS 68278B107 $4.8M 0.34% 201,986 SH
35 DAEDALUS SPECIAL ACQUSTION CL A ORD DSAC G2616C108 $4.4M 0.31% 439,234 SH
36 NEWHOLD INVESTMENT III CL A ORD NHIC G6486E102 $4.2M 0.30% 402,592 SH
37 SAFEGUARD ACQUISITION CL A ORD SAC G77676107 $4.1M 0.29% 409,021 SH
38 SPACE ASSET ACQUISITION UNT SAAQU G8275S127 $4.0M 0.29% 396,342 SH
39 WILLOW LANE ACQUISITION UNT WLIIU G9675K129 $4.0M 0.29% 399,355 SH
40 ARMADA ACQUISITION III UNT AACIU G0R38M127 $3.5M 0.25% 350,920 SH
41 LEAPFROG ACQUISITION UNT LFACU G5414D129 $3.3M 0.24% 332,310 SH
42 DRUGS MADE IN AMERICA ACQUIS II ORD DMII G2851K104 $3.1M 0.22% 309,729 SH
43 CANTOR EQUITY PARTNERS VI CL A ORD CEPS G1828R101 $3.0M 0.22% 301,805 SH
44 COLUMBUS CIRCLE CAPITAL II UNT CMIIU G2296M111 $3.0M 0.21% 301,806 SH
45 RIOT PLATFORMS ORD RIOT 767292105 $3.0M 0.21% 239,039 SH
46 IRON HORSE ACQUISITIONS II ORD IRHO 46283H103 $2.8M 0.20% 279,792 SH
47 AMERICAN DRIVE ACQUISITION CL A ORD ADAC G0R91M105 $2.6M 0.18% 263,967 SH
48 HENNESSY CAPITAL INVESTMENT VIII UNT HCICU G44055112 $2.5M 0.18% 252,133 SH
49 PROEM ACQUISITION UNT PAACU G7341A129 $2.5M 0.18% 251,253 SH
50 IDEA ACQUISITION UNT IACOU G4727U126 $2.5M 0.18% 251,758 SH