Filed: 4/10/2026ACC: 0001525947-26-000004
📋 What this filing means
KESSLER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $211.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$211.30M
Total AUM (reported)
3.18M
Total Shares
Allocation by class
COM$112.69M53.3%
CL A$23.14M11.0%
COM CL A$9.07M4.3%
COM SHS$8.35M4.0%
GOLD SHS$7.91M3.7%
SPONSORED ADS$7.34M3.5%
CL B$6.03M2.9%
Portfolio Concentration
Top 3$30.01M14.2%
4–10$57.24M27.1%
11–25$82.60M39.1%
Rest$41.44M19.6%
Top 3 weight
14.2%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 3.18M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
CROWDSTRIKE HLDGS INC
SOLEShares27.34K
TypeSH
Market value$10.67M
5.05%
Sole
0.00
Shared
0.00
None
27.34K
GENERAC HLDGS INC
SOLEShares52.57K
TypeSH
Market value$10.27M
4.86%
Sole
0.00
Shared
0.00
None
52.57K
VERTIV HOLDINGS CO
SOLEShares36.20K
TypeSH
Market value$9.07M
4.29%
Sole
0.00
Shared
0.00
None
36.20K
SALESFORCE INC
SOLEShares48.38K
TypeSH
Market value$9.03M
4.27%
Sole
0.00
Shared
0.00
None
48.38K
BROWN FORMAN CORP
SOLEShares316.89K
TypeSH
Market value$8.49M
4.02%
Sole
0.00
Shared
0.00
None
316.89K
ARISTA NETWORKS INC
SOLEShares68.03K
TypeSH
Market value$8.35M
3.95%
Sole
0.00
Shared
0.00
None
68.03K
HCA HEALTHCARE INC
SOLEShares17.34K
TypeSH
Market value$8.21M
3.88%
Sole
0.00
Shared
0.00
None
17.34K
SPDR GOLD TR
SOLEShares18.38K
TypeSH
Market value$7.91M
3.74%
Sole
0.00
Shared
0.00
None
18.38K
AMAZON COM INC
SOLEShares37.98K
TypeSH
Market value$7.91M
3.74%
Sole
0.00
Shared
0.00
None
37.98K
BHP BILLITON LIMITED
SOLEShares100.96K
TypeSH
Market value$7.34M
3.48%
Sole
0.00
Shared
0.00
None
100.96K
MICROSOFT CORP
SOLEShares19.30K
TypeSH
Market value$7.14M
3.38%
Sole
0.00
Shared
0.00
None
19.30K
GILEAD SCIENCES INC
SOLEShares49.80K
TypeSH
Market value$6.94M
3.29%
Sole
0.00
Shared
0.00
None
49.80K
GE VERNOVA INC
SOLEShares7.87K
TypeSH
Market value$6.87M
3.25%
Sole
0.00
Shared
0.00
None
7.87K
VULCAN MATLS CO
SOLEShares24.13K
TypeSH
Market value$6.57M
3.11%
Sole
0.00
Shared
0.00
None
24.13K
APPLE INC
SOLEShares25.62K
TypeSH
Market value$6.50M
3.08%
Sole
0.00
Shared
0.00
None
25.62K
OSHKOSH CORP
SOLEShares43.29K
TypeSH
Market value$6.37M
3.02%
Sole
0.00
Shared
0.00
None
43.29K
FREEPORT MCMORAN INC
SOLEShares102.64K
TypeSH
Market value$6.03M
2.86%
Sole
0.00
Shared
0.00
None
102.64K
ALPHABET INC
SOLEShares19.57K
TypeSH
Market value$5.63M
2.66%
Sole
0.00
Shared
0.00
None
19.57K
WELLS FARGO & CO
SOLEShares69.03K
TypeSH
Market value$5.50M
2.60%
Sole
0.00
Shared
0.00
None
69.03K
ZILLOW GROUP INC
SOLEShares131.56K
TypeSH
Market value$5.44M
2.58%
Sole
0.00
Shared
0.00
None
131.56K
STRATEGY INC
SOLEShares40.75K
TypeSH
Market value$5.09M
2.41%
Sole
0.00
Shared
0.00
None
40.75K
TOPBUILD COR
SOLEShares13.47K
TypeSH
Market value$4.73M
2.24%
Sole
0.00
Shared
0.00
None
13.47K
PALANTIR TECHNOLOGIES INC
SOLEShares24.80K
TypeSH
Market value$3.63M
1.72%
Sole
0.00
Shared
0.00
None
24.80K
CORNING INC
SOLEShares22.93K
TypeSH
Market value$3.12M
1.48%
Sole
0.00
Shared
0.00
None
22.93K
GOLDMAN SACHS GROUP INC
SOLEShares3.59K
TypeSH
Market value$3.04M
1.44%
Sole
0.00
Shared
0.00
None
3.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.34K | SH | $10.67M 5.05% | 0.00 | 0.00 | 27.34K |
GENERAC HLDGS INCSOLE | COM | 52.57K | SH | $10.27M 4.86% | 0.00 | 0.00 | 52.57K |
VERTIV HOLDINGS COSOLE | COM CL A | 36.20K | SH | $9.07M 4.29% | 0.00 | 0.00 | 36.20K |
SALESFORCE INCSOLE | COM | 48.38K | SH | $9.03M 4.27% | 0.00 | 0.00 | 48.38K |
BROWN FORMAN CORPSOLE | CL A | 316.89K | SH | $8.49M 4.02% | 0.00 | 0.00 | 316.89K |
ARISTA NETWORKS INCSOLE | COM SHS | 68.03K | SH | $8.35M 3.95% | 0.00 | 0.00 | 68.03K |
HCA HEALTHCARE INCSOLE | COM | 17.34K | SH | $8.21M 3.88% | 0.00 | 0.00 | 17.34K |
SPDR GOLD TRSOLE | GOLD SHS | 18.38K | SH | $7.91M 3.74% | 0.00 | 0.00 | 18.38K |
AMAZON COM INCSOLE | COM | 37.98K | SH | $7.91M 3.74% | 0.00 | 0.00 | 37.98K |
BHP BILLITON LIMITEDSOLE | SPONSORED ADS | 100.96K | SH | $7.34M 3.48% | 0.00 | 0.00 | 100.96K |
MICROSOFT CORPSOLE | COM | 19.30K | SH | $7.14M 3.38% | 0.00 | 0.00 | 19.30K |
GILEAD SCIENCES INCSOLE | COM | 49.80K | SH | $6.94M 3.29% | 0.00 | 0.00 | 49.80K |
GE VERNOVA INCSOLE | COM | 7.87K | SH | $6.87M 3.25% | 0.00 | 0.00 | 7.87K |
VULCAN MATLS COSOLE | COM | 24.13K | SH | $6.57M 3.11% | 0.00 | 0.00 | 24.13K |
APPLE INCSOLE | COM | 25.62K | SH | $6.50M 3.08% | 0.00 | 0.00 | 25.62K |
OSHKOSH CORPSOLE | COM | 43.29K | SH | $6.37M 3.02% | 0.00 | 0.00 | 43.29K |
FREEPORT MCMORAN INCSOLE | CL B | 102.64K | SH | $6.03M 2.86% | 0.00 | 0.00 | 102.64K |
ALPHABET INCSOLE | CAP STK CL A | 19.57K | SH | $5.63M 2.66% | 0.00 | 0.00 | 19.57K |
WELLS FARGO & COSOLE | COM | 69.03K | SH | $5.50M 2.60% | 0.00 | 0.00 | 69.03K |
ZILLOW GROUP INCSOLE | CL C CAP STK | 131.56K | SH | $5.44M 2.58% | 0.00 | 0.00 | 131.56K |
STRATEGY INCSOLE | CL A NEW | 40.75K | SH | $5.09M 2.41% | 0.00 | 0.00 | 40.75K |
TOPBUILD CORSOLE | COM | 13.47K | SH | $4.73M 2.24% | 0.00 | 0.00 | 13.47K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 24.80K | SH | $3.63M 1.72% | 0.00 | 0.00 | 24.80K |
CORNING INCSOLE | COM | 22.93K | SH | $3.12M 1.48% | 0.00 | 0.00 | 22.93K |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.59K | SH | $3.04M 1.44% | 0.00 | 0.00 | 3.59K |
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