Kehrs Ridge Capital,LLC
HOLMDEL, NJ · CIK 1776701 · 13F filing filed 2022-11-14
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyHolmdel, NJ
$259.5m
reported value
31positions
58.5%in top 10
—no comparable previous quarter
Holdings, Q3 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| WALMART INC WMT | $22.0m8.50% | — |
| MONSTER BEVERAGE CORP NEW MNST | $20.0m7.71% | — |
| ALTRIA GROUP INC MO | $16.8m6.46% | — |
| KRAFT HEINZ CO KHC | $15.0m5.78% | — |
| POST HLDGS INC POST | $14.0m5.41% | — |
| BUNGE LIMITED BG | $14.0m5.41% | — |
| SMUCKER J M CO SJM | $13.7m5.29% | — |
| PROCTER AND GAMBLE CO PG | $13.3m5.11% | — |
| TJX COS INC NEW TJX | $12.4m4.79% | — |
| ACADEMY SPORTS & OUTDOORS IN ASO | $10.5m4.06% | — |
| LAS VEGAS SANDS CORP LVS | $9.4m3.61% | — |
| TAPESTRY INC TPR | $9.2m3.56% | — |
| HILTON WORLDWIDE HLDGS INC HLT | $9.0m3.49% | — |
| PEPSICO INC PEP | $9.0m3.46% | — |
| DICKS SPORTING GOODS INC DKS | $8.4m3.23% | — |
| CHURCHILL DOWNS INC CHDN | $7.4m2.84% | — |
| MARRIOTT INTL INC NEW MAR | $7.0m2.70% | — |
| MONDELEZ INTL INC MDLZ | $6.9m2.64% | — |
| CAPRI HOLDINGS LIMITED CPRI | $5.8m2.22% | — |
| COLGATE PALMOLIVE CO CL | $5.3m2.03% | — |
| BATH & BODY WORKS INC BBWI | $4.9m1.88% | — |
| PERFORMANCE FOOD GROUP CO PFGC | $4.3m1.66% | — |
| COCA-COLA EUROPACIFIC PARTNE CCEP | $3.6m1.40% | — |
| DOMINOS PIZZA INC DPZ | $3.1m1.20% | — |
| HOME DEPOT INC HD | $2.8m1.06% | — |
| BLOOMIN BRANDS INC BLMN | $2.8m1.06% | — |
| SIMPLY GOOD FOODS CO SMPL | $2.6m0.99% | — |
| CHURCH & DWIGHT CO INC CHD | $1.8m0.69% | — |
| NIKE INC NKE | $1.7m0.64% | — |
| CAESARS ENTERTAINMENT INC NE CZR | $1.6m0.62% | — |
| UBER TECHNOLOGIES INC UBER | $1.3m0.51% | — |