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Kryger Capital LLC — 13F Holdings & Portfolio

CIK 2123957 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Kryger Capital LLC manages $1.75B in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NSC (13.75%), GTLS (10.64%), KVUE (9.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 72 new positions, exited 39, added to 20, and trimmed 2.

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.

Filer Information
Address
3RD FLOOR, 141 FRONT STREET
HAMILTON HM 19
Phone
(441) 543-9320
Filing Manager
Kryger Capital LLC
HAMILTON, D0
Signatory
Sarah Funnell
Compliance Associate
Loading holdings…
AUM

$1.75B

Long-equity book

Holdings

109

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+72 / −39 / ↑20 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NORFOLK SOUTHERN ORD$88.9M +58.4%
  • KENVUE ORD$73.5M +81.9%
  • CHART INDUSTRIES ORD$72.8M +64.0%
  • THE AES CORPORATION$68.6M +216.3%
  • DIGITALBRIDGE GROUP CL A ORD$39.3M +38.3%
Show all 20 →

Top Trims

  • PENUMBRA ORD-$16.7M -33.0%
  • ACTIVATE ENERGY ACQUISITION CL A ORD-$477.1K -5.2%
Show all 2 →

New Positions

  • APOGEE THERAPEUTICS ORD$98.6M
  • ROKU CL A ORD$57.4M
  • NUVALENT CL A ORD$35.4M
  • CAESARS ENTERTAINMENT ORD$29.2M
  • ORGANON ORD$29.1M
Show all 72 →

Exited Positions

  • CLEARWATER ANALYTICS HOLDIN CL A ORD$90.3M
  • DAY ONE BIOPHARMACEUTICALS ORD$83.5M
  • AMICUS THERAPEUTICS ORD$65.9M
  • HOLOGIC ORD$62.1M
  • AIR LEASE CL A ORD$57.0M
Show all 39 →
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 $241.1M 13.75% 766,243 SH
2 CHART INDUSTRIES ORD GTLS 16115Q308 $186.5M 10.64% 892,579 SH
3 KENVUE ORD KVUE 49177J102 $163.4M 9.32% 8,549,767 SH
4 DIGITALBRIDGE GROUP CL A ORD DBRG 25401T603 $142.1M 8.10% 9,002,375 SH
5 ELECTRONIC ARTS ORD EA 285512109 $140.8M 8.03% 686,759 SH
6 WARNER BROS. DISCOVERY SRS A ORD WBD 934423104 $111.2M 6.34% 4,170,929 SH
7 THE AES CORPORATION AES 00130H105 $100.3M 5.72% 6,840,535 SH
8 APOGEE THERAPEUTICS ORD APGE 03770N101 $98.6M 5.62% 742,555 SH
9 SILICON LABORATORIES ORD SLAB 826919102 $71.9M 4.10% 329,090 SH
10 ROKU CL A ORD ROKU 77543R102 $57.4M 3.27% 415,486 SH
11 BRIGHTHOUSE FINANCIAL ORD BHF 10922N103 $48.7M 2.78% 769,937 SH
12 NUVALENT CL A ORD NUVL 670703107 $35.4M 2.02% 286,712 SH
13 PENUMBRA ORD PEN 70975L107 $33.9M 1.93% 107,207 SH
14 CAESARS ENTERTAINMENT ORD CZR 12769G100 $29.2M 1.66% 966,906 SH
15 ORGANON ORD OGN 68622V106 $29.1M 1.66% 2,152,693 SH
16 BIO TECHNE ORD TECH 09073M104 $19.4M 1.11% 274,290 SH
17 LAFAYETTE DIGITAL ACQUI CL A ORD ZKP G5345D107 $15.9M 0.91% 1,594,970 SH
18 MOUNTAIN LAKE ACQUISTION II CL A ORD MLAA G6301L109 $12.6M 0.72% 1,270,887 SH
19 TRANSLATIONAL ACQUISITION DVLNT ORD TDAC G9008W105 $12.2M 0.70% 1,141,050 SH
20 ILLUMINATION ACQUISITION I CL A ORD ILLU G470AU100 $9.8M 0.56% 988,182 SH
21 ACTIVATE ENERGY ACQUISITION CL A ORD AEAQ G0081J103 $8.6M 0.49% 861,748 SH
22 ABONY ACQUISITION I CL A ORD AACO G00582109 $8.3M 0.47% 839,955 SH
23 ALDABRA 4 LIQUIDITY OPPORTU CL A ORD ALOV G01900102 $7.4M 0.42% 745,106 SH
24 LEGATO MERGER IV ORD LEGO G7318R105 $7.4M 0.42% 745,858 SH
25 PARAMOUNT SKYDANCE CL B ORD PSKY 69932A204 $7.4M 0.42% 749,349 SH
26 KENSINGTON CAPITAL ACQUISITON VI UNT KCAC.U G5235S123 $6.6M 0.38% 649,181 SH
27 MESHFLOW ACQUISITION CL A ORD MESH G6032N101 $6.6M 0.37% 655,181 SH
28 SYNAPTICS ORD SYNA 87157D109 $6.4M 0.36% 51,411 SH
29 CAMBRIDGE ACQUISITION CL A ORD CAQ G1871M108 $6.3M 0.36% 637,189 SH
30 SILICON VALLEY ACQUISITION CL A ORD SVAQ G81306121 $6.0M 0.34% 596,352 SH
31 HCM IV ACQUISITION CL A ORD HACQ G4365S102 $5.9M 0.34% 591,449 SH
32 NEWHOLD INVESTMENT III CL A ORD NHIC G6486E102 $5.9M 0.34% 543,206 SH
33 MUZERO ACQUISITION CL A ORD MUZE G8775A106 $5.5M 0.32% 557,058 SH
34 DAEDALUS SPECIAL ACQUSTION CL A ORD DSAC G2616C108 $5.1M 0.29% 500,705 SH
35 GENERAL PURPOSE ACQUISITION CL A ORD GPAC G3810N106 $5.0M 0.29% 501,209 SH
36 SPARTACUS ACQUISITION II CL A ORD TMTS G8303R100 $5.0M 0.28% 494,568 SH
37 PURECYCLE TECHNOLOGIES ORD PCT 74623V103 $4.9M 0.28% 605,146 SH
38 PAYONEER GLOBAL ORD PAYO 70451X104 $4.8M 0.27% 668,921 SH
39 SAFEGUARD ACQUISITION CL A ORD SAC G77676107 $4.0M 0.23% 402,169 SH
40 WILLOW LANE ACQUISITION II CL A ORD WLII G9675K103 $4.0M 0.23% 392,671 SH
41 SPACE ASSET ACQUISITION CL A ORD SAAQ G8375S101 $3.8M 0.22% 374,779 SH
42 IRON HORSE ACQUISITIONS II ORD IRHO 46283H103 $3.8M 0.22% 378,052 SH
43 ARMADA ACQUISITION III CL A ORD AACI G0R38M101 $3.5M 0.20% 346,214 SH
44 LEAPFROG ACQUISITION CL A ORD LFAC G5414D103 $3.2M 0.19% 324,724 SH
45 CANTOR EQUITY PARTNERS VI CL A ORD CEPS G1828R101 $3.1M 0.18% 297,065 SH
46 DRUGS MADE IN AMERICA ACQUIS II ORD DMII G2851K104 $3.1M 0.17% 304,541 SH
47 TRIBECA STRATEGIC ACQUISITION UNT BIDWU G90420129 $3.0M 0.17% 298,476 SH
48 TEXAS VENTURES ACQUISITION IV UNT TVACU G8772L121 $3.0M 0.17% 295,348 SH
49 AMERICAN DRIVE ACQUISITION CL A ORD ADAC G0R91M105 $2.9M 0.17% 294,316 SH
50 BLUEROCK ACQUISITION CL A ORD BLRK G1352R105 $2.7M 0.16% 275,382 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.75B 109 0002123957-26-000003
2026-03-31 2026-05-14 $1.41B 76 0002123957-26-000002