Seven Six Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Seven Six Capital Management, LLC reported 26 stock positions worth $109.5 million. Its top holding was Boyd Gaming (BYD) at 9.5% of the portfolio, followed by Amcor (AMCR, 8.4%) and Crown (CCK, 6.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 2, added to 10 and reduced 13. The biggest buy was a new position in Vontier (VNT) and the biggest sale Knight-Swift Transportation (KNX, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021188
- Portfolio Value
- $109.5M (Q2 2026)
- SEC Filing
- 0002021188-26-000005 ↗ filed Aug 13, 2026
Holdings Value
Holdings 26 stocks · $109.5M
| BYD Boyd Gaming Corp. | 9.50% | 117,800 | $10.4M | Reduce -6.4% |
| AMCR Amcor PLC | 8.39% | 211,940 | $9.2M | Reduce -4.9% |
| CCK Crown Holdings Inc. | 6.19% | 60,587 | $6.8M | Add +7.5% |
| LEG Leggett & Platt Inc. | 5.58% | 521,501 | $6.1M | Add +14.2% |
| DIN Dine Brands Global Inc. | 5.52% | 168,250 | $6.0M | Reduce -20.8% |
| GPK Graphic Packaging Holding Co. | 5.43% | 562,206 | $5.9M | Reduce -2.9% |
| ABG Asbury Automotive Group | 5.05% | 27,508 | $5.5M | Add +5.2% |
| DRVN Driven Brands Holdings Inc. | 4.88% | 383,050 | $5.3M | Add +24.4% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 4.84% | 37,013 | $5.3M | Add +13.6% |
| VNT Vontier Corp. | 4.73% | 178,700 | $5.2M | New |
| BBCP Concrete Pumping Holdings Inc. | 4.44% | 403,573 | $4.9M | Reduce -23.9% |
| MAGN Magnera Corp. | 4.28% | 398,568 | $4.7M | Add +6.3% |
| PENN Penn Entertainment Inc. | 4.21% | 215,800 | $4.6M | Reduce -16.6% |
| ARCB Arcbest Corp. | 4.06% | 30,958 | $4.4M | Reduce -27.3% |
| KNX Knight-Swift Transportation | 3.60% | 50,600 | $3.9M | Reduce -45.3% |
| DCH Dauch Corporation | 3.50% | 706,836 | $3.8M | Add +24.9% |
| MAT Mattel Inc. | 2.96% | 233,200 | $3.2M | Add +60.6% |
| JACK Jack in the Box Inc. | 2.38% | 164,600 | $2.6M | Reduce -9.1% |
| PRGO Perrigo Co. PLC | 2.28% | 240,500 | $2.5M | Reduce -16.0% |
| LW Lamb Weston Holdings Inc. | 1.78% | 45,250 | $2.0M | Add +39.5% |
| JBI Janus International Group Inc. | 1.66% | 326,900 | $1.8M | Add +179.4% |
| PLNT Planet Fitness Inc. Class A | 1.48% | 31,100 | $1.6M | New |
| WHR Whirlpool Corp. | 1.17% | 32,600 | $1.3M | Reduce -24.4% |
| STLA Stellantis NV | 0.86% | 164,100 | $942K | Reduce -1.1% |
| CLW Clearwater Paper Corp. | 0.65% | 45,227 | $709K | Reduce -43.1% |
| ALG Alamo Group Inc. | 0.61% | 4,050 | $666K | New |
Portfolio Sells Q1 2026 → Q2 2026
| KNX Knight-Swift Transportation | Reduce -45.3% | 3.60% | −2.13 |
| BYD Boyd Gaming Corp. | Reduce -6.4% | 9.50% | −1.62 |
| RMAX Re/Max Holdings Inc. Class A | Sold out | 0.00% | −1.39 |
| WHR Whirlpool Corp. | Reduce -24.4% | 1.17% | −1.33 |
| HELE Helen of Troy Ltd. | Sold out | 0.00% | −1.18 |
| AMCR Amcor PLC | Reduce -4.9% | 8.39% | −1.14 |
| PRGO Perrigo Co. PLC | Reduce -16.0% | 2.28% | −1.03 |
| GPK Graphic Packaging Holding Co. | Reduce -2.9% | 5.43% | −0.77 |
| CLW Clearwater Paper Corp. | Reduce -43.1% | 0.65% | −0.58 |
| DIN Dine Brands Global Inc. | Reduce -20.8% | 5.52% | −0.48 |
| ARCB Arcbest Corp. | Reduce -27.3% | 4.06% | −0.45 |
| STLA Stellantis NV | Reduce -1.1% | 0.86% | −0.40 |
| PENN Penn Entertainment Inc. | Reduce -16.6% | 4.21% | +0.03 |
| BBCP Concrete Pumping Holdings Inc. | Reduce -23.9% | 4.44% | +0.37 |
| JACK Jack in the Box Inc. | Reduce -9.1% | 2.38% | +0.49 |
Portfolio Buys Q1 2026 → Q2 2026
| VNT Vontier Corp. | New | 4.73% | +4.73 |
| PLNT Planet Fitness Inc. Class A | New | 1.48% | +1.48 |
| HRI Herc Holdings Inc. | Add +13.6% | 4.84% | +1.36 |
| JBI Janus International Group Inc. | Add +179.4% | 1.66% | +1.01 |
| LEG Leggett & Platt Inc. | Add +14.2% | 5.58% | +0.73 |
| DRVN Driven Brands Holdings Inc. | Add +24.4% | 4.88% | +0.70 |
| MAT Mattel Inc. | Add +60.6% | 2.96% | +0.69 |
| ALG Alamo Group Inc. | New | 0.61% | +0.61 |
| MAGN Magnera Corp. | Add +6.3% | 4.28% | +0.44 |
| LW Lamb Weston Holdings Inc. | Add +39.5% | 1.78% | +0.31 |
| CCK Crown Holdings Inc. | Add +7.5% | 6.19% | +0.11 |
| DCH Dauch Corporation | Add +24.9% | 3.50% | −0.11 |
| ABG Asbury Automotive Group | Add +5.2% | 5.05% | −0.45 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $109.5M | BYD, AMCR, CCK, LEG, DIN |
| Q1 2026 | 25 | $93.0M | BYD, AMCR, GPK, CCK, DIN |
| Q4 2025 | 25 | $99.4M | BYD, GPK, AMCR, LEG, CCK |
| Q3 2025 | 26 | $101.4M | BYD, GPK, AMCR, PRGO, CCK |
| Q2 2025 | 24 | $110.0M | BYD, GPK, PRGO, AMCR, LEG |
| Q1 2025 | 26 | $111.4M | GPK, BERY, BYD, PRGO, CCK |
| Q4 2024 | 27 | $115.0M | GPK, BYD, BERY, PRGO, CCK |