Seven Six Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Seven Six Capital Management, LLC reported 26 stock positions worth $101.4 million. Its top holding was Boyd Gaming (BYD) at 9.8% of the portfolio, followed by Graphic Packaging (GPK, 9.4%) and Amcor (AMCR, 7.3%). Compared with Q2 2025, it opened 2 new positions, added to 10 and reduced 14. The biggest buy was a new position in Golden Entertainment (GDEN) and the biggest sale Wesco International (WCC, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021188
- Portfolio Value
- $101.4M (Q3 2025)
- SEC Filing
- 0002021188-25-000002 ↗ filed Nov 13, 2025
Holdings Value
Holdings 26 stocks · $101.4M
| BYD Boyd Gaming Corp. | 9.78% | 114,775 | $9.9M | Reduce -12.2% |
| GPK Graphic Packaging Holding Co. | 9.40% | 487,100 | $9.5M | Add +1.8% |
| AMCR Amcor PLC | 7.29% | 904,537 | $7.4M | Add +2.7% |
| PRGO Perrigo Co. PLC | 7.26% | 330,800 | $7.4M | Add +5.4% |
| CCK Crown Holdings Inc. | 5.97% | 62,712 | $6.1M | Reduce -0.4% |
| LEG Leggett & Platt Inc. | 5.94% | 678,701 | $6.0M | Reduce -7.2% |
| ABG Asbury Automotive Group | 5.00% | 20,758 | $5.1M | Add +5.6% |
| DIN Dine Brands Global Inc. | 4.94% | 202,800 | $5.0M | Reduce -3.1% |
| KNX Knight-Swift Transportation | 4.36% | 111,950 | $4.4M | Add +12.3% |
| ARCB Arcbest Corp. | 3.76% | 54,633 | $3.8M | Reduce -1.8% |
| MAGN Magnera Corp. | 3.59% | 310,768 | $3.6M | Add +2.1% |
| DRVN Driven Brands Holdings Inc. | 3.39% | 213,700 | $3.4M | Add +6.7% |
| BBCP Concrete Pumping Holdings Inc. | 3.03% | 436,555 | $3.1M | Reduce -8.4% |
| WHR Whirlpool Corp. | 2.96% | 38,225 | $3.0M | Reduce -14.1% |
| FUN Six Flags Entertainment Corp. | 2.89% | 128,947 | $2.9M | Reduce -14.3% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 2.75% | 23,875 | $2.8M | Add +16.5% |
| JACK Jack in the Box Inc. | 2.69% | 137,800 | $2.7M | Reduce -28.3% |
| HI Hillenbrand Inc. | 2.45% | 91,927 | $2.5M | Reduce -12.8% |
| STLA Stellantis NV | 2.30% | 249,700 | $2.3M | Reduce -27.2% |
| GLDD Great Lakes Dredge & Dock Co. | 2.11% | 178,513 | $2.1M | Reduce -35.2% |
| CLW Clearwater Paper Corp. | 2.07% | 101,309 | $2.1M | Add +11.8% |
| GDEN Golden Entertainment Inc. | 1.77% | 76,081 | $1.8M | New |
| HELE Helen of Troy Ltd. | 1.36% | 54,700 | $1.4M | New |
| HUN Huntsman Corp. | 1.29% | 145,700 | $1.3M | Reduce -11.6% |
| WCC Wesco International Inc. | 0.96% | 4,625 | $978K | Reduce -68.1% |
| VSTS Vestis Corp. | 0.67% | 151,000 | $684K | Add +25.1% |
Portfolio Sells Q2 2025 → Q3 2025
| WCC Wesco International Inc. | Reduce -68.1% | 0.96% | −1.48 |
| FUN Six Flags Entertainment Corp. | Reduce -14.3% | 2.89% | −1.27 |
| WHR Whirlpool Corp. | Reduce -14.1% | 2.96% | −1.14 |
| GLDD Great Lakes Dredge & Dock Co. | Reduce -35.2% | 2.11% | −0.94 |
| STLA Stellantis NV | Reduce -27.2% | 2.30% | −0.83 |
| JACK Jack in the Box Inc. | Reduce -28.3% | 2.69% | −0.37 |
| HUN Huntsman Corp. | Reduce -11.6% | 1.29% | −0.27 |
| ARCB Arcbest Corp. | Reduce -1.8% | 3.76% | −0.13 |
| LEG Leggett & Platt Inc. | Reduce -7.2% | 5.94% | +0.01 |
| CCK Crown Holdings Inc. | Reduce -0.4% | 5.97% | +0.08 |
| DIN Dine Brands Global Inc. | Reduce -3.1% | 4.94% | +0.31 |
| BBCP Concrete Pumping Holdings Inc. | Reduce -8.4% | 3.03% | +0.37 |
| BYD Boyd Gaming Corp. | Reduce -12.2% | 9.78% | +0.49 |
| HI Hillenbrand Inc. | Reduce -12.8% | 2.45% | +0.53 |
Portfolio Buys Q2 2025 → Q3 2025
| GDEN Golden Entertainment Inc. | New | 1.77% | +1.77 |
| HELE Helen of Troy Ltd. | New | 1.36% | +1.36 |
| ABG Asbury Automotive Group | Add +5.6% | 5.00% | +0.74 |
| KNX Knight-Swift Transportation | Add +12.3% | 4.36% | +0.35 |
| HRI Herc Holdings Inc. | Add +16.5% | 2.75% | +0.29 |
| MAGN Magnera Corp. | Add +2.1% | 3.59% | +0.25 |
| GPK Graphic Packaging Holding Co. | Add +1.8% | 9.40% | +0.23 |
| DRVN Driven Brands Holdings Inc. | Add +6.7% | 3.39% | +0.20 |
| VSTS Vestis Corp. | Add +25.1% | 0.67% | +0.05 |
| AMCR Amcor PLC | Add +2.7% | 7.29% | −0.06 |
| CLW Clearwater Paper Corp. | Add +11.8% | 2.07% | −0.17 |
| PRGO Perrigo Co. PLC | Add +5.4% | 7.26% | −0.36 |
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 |