Seven Six Capital Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 19, 2026), Seven Six Capital Management, LLC reported 25 stock positions worth $93.0 million. Its top holding was Boyd Gaming (BYD) at 11.1% of the portfolio, followed by Amcor (AMCR, 9.5%) and Graphic Packaging (GPK, 6.2%). Compared with Q4 2025, it opened 5 new positions, sold out of 5, added to 14 and reduced 6. The biggest buy was a new position in Dauch (DCH) and the biggest sale an exit from Hillenbrand (HI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002021188
- Portfolio Value
- $93.0M (Q1 2026)
- SEC Filing
- 0002021188-26-000004 ↗ filed May 19, 2026
Holdings Value
Holdings 25 stocks · $93.0M
| BYD Boyd Gaming Corp. | 11.13% | 125,875 | $10.3M | Add +5.6% |
| AMCR Amcor PLC | 9.53% | 222,840 | $8.9M | Add +21.0% |
| GPK Graphic Packaging Holding Co. | 6.19% | 579,206 | $5.8M | Add +2.1% |
| CCK Crown Holdings Inc. | 6.07% | 56,337 | $5.6M | Reduce -3.5% |
| DIN Dine Brands Global Inc. | 5.99% | 212,400 | $5.6M | Add +24.1% |
| KNX Knight-Swift Transportation | 5.73% | 92,500 | $5.3M | Reduce -11.5% |
| ABG Asbury Automotive Group | 5.50% | 26,158 | $5.1M | Add +17.0% |
| LEG Leggett & Platt Inc. | 4.85% | 456,501 | $4.5M | Reduce -23.1% |
| ARCB Arcbest Corp. | 4.51% | 42,608 | $4.2M | Reduce -17.5% |
| PENN Penn Entertainment Inc. | 4.18% | 258,700 | $3.9M | Add +61.1% |
| DRVN Driven Brands Holdings Inc. | 4.17% | 307,800 | $3.9M | Add +4.7% |
| BBCP Concrete Pumping Holdings Inc. | 4.07% | 529,981 | $3.8M | Add +9.6% |
| MAGN Magnera Corp. | 3.83% | 374,868 | $3.6M | Add +33.2% |
| DCH Dauch Corporation | 3.61% | 565,936 | $3.4M | New |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 3.49% | 32,575 | $3.2M | Add +43.0% |
| PRGO Perrigo Co. PLC | 3.31% | 286,300 | $3.1M | Reduce -25.1% |
| WHR Whirlpool Corp. | 2.50% | 43,150 | $2.3M | Add +32.5% |
| MAT Mattel Inc. | 2.27% | 145,200 | $2.1M | New |
| JACK Jack in the Box Inc. | 1.88% | 181,150 | $1.8M | Add +53.0% |
| LW Lamb Weston Holdings Inc. | 1.47% | 32,450 | $1.4M | New |
| RMAX Re/Max Holdings Inc. Class A | 1.39% | 224,002 | $1.3M | New |
| STLA Stellantis NV | 1.26% | 165,900 | $1.2M | Add +13.7% |
| CLW Clearwater Paper Corp. | 1.23% | 79,427 | $1.1M | Reduce -17.0% |
| HELE Helen of Troy Ltd. | 1.18% | 76,200 | $1.1M | Add +61.4% |
| JBI Janus International Group Inc. | 0.65% | 117,000 | $603K | New |
Portfolio Sells Q4 2025 → Q1 2026
| HI Hillenbrand Inc. | Sold out | 0.00% | −2.55 |
| PRGO Perrigo Co. PLC | Reduce -25.1% | 3.31% | −2.05 |
| MIDD Middleby Corp. | Sold out | 0.00% | −1.73 |
| LEG Leggett & Platt Inc. | Reduce -23.1% | 4.85% | −1.72 |
| GDEN Golden Entertainment Inc. | Sold out | 0.00% | −1.49 |
| FUN Six Flags Entertainment Corp. | Sold out | 0.00% | −1.47 |
| GLDD Great Lakes Dredge & Dock Co. | Sold out | 0.00% | −1.47 |
| CLW Clearwater Paper Corp. | Reduce -17.0% | 1.23% | −0.45 |
| CCK Crown Holdings Inc. | Reduce -3.5% | 6.07% | +0.02 |
| KNX Knight-Swift Transportation | Reduce -11.5% | 5.73% | +0.23 |
| ARCB Arcbest Corp. | Reduce -17.5% | 4.51% | +0.65 |
Portfolio Buys Q4 2025 → Q1 2026
| DCH Dauch Corporation | New | 3.61% | +3.61 |
| MAT Mattel Inc. | New | 2.27% | +2.27 |
| PENN Penn Entertainment Inc. | Add +61.1% | 4.18% | +1.80 |
| AMCR Amcor PLC | Add +21.0% | 9.53% | +1.80 |
| LW Lamb Weston Holdings Inc. | New | 1.47% | +1.47 |
| RMAX Re/Max Holdings Inc. Class A | New | 1.39% | +1.39 |
| BYD Boyd Gaming Corp. | Add +5.6% | 11.13% | +0.90 |
| BBCP Concrete Pumping Holdings Inc. | Add +9.6% | 4.07% | +0.81 |
| JBI Janus International Group Inc. | New | 0.65% | +0.65 |
| DIN Dine Brands Global Inc. | Add +24.1% | 5.99% | +0.46 |
| ABG Asbury Automotive Group | Add +17.0% | 5.50% | +0.27 |
| HELE Helen of Troy Ltd. | Add +61.4% | 1.18% | +0.17 |
| WHR Whirlpool Corp. | Add +32.5% | 2.50% | +0.14 |
| HRI Herc Holdings Inc. | Add +43.0% | 3.49% | +0.09 |
| DRVN Driven Brands Holdings Inc. | Add +4.7% | 4.17% | −0.21 |
| STLA Stellantis NV | Add +13.7% | 1.26% | −0.33 |
| JACK Jack in the Box Inc. | Add +53.0% | 1.88% | −0.37 |
| MAGN Magnera Corp. | Add +33.2% | 3.83% | −0.46 |
| GPK Graphic Packaging Holding Co. | Add +2.1% | 6.19% | −2.41 |
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 |