Kennedy Capital Management LLC
Kennedy Capital Management LLC is a St. Louis, Missouri-based asset management firm founded in 1980. It primarily focuses on managing equity portfolios, with an emphasis on serving institutional investors, such as pension funds, foundations, endowments, corporations, and high net worth individuals. As of 2025, the firm has approximately 46 employees and manages $4.9 billion in assets.
Investment Strategy
Kennedy Capital Management LLC specializes in active investment management primarily in U.S. small and mid-cap equities. The firm employs a fundamental, bottom-up research process in an effort to identify undervalued companies with strong growth prospects. Their approach focuses on deep company and industry analysis, seeking to generate alpha through stock selection while maintaining risk controls appropriate for institutional client mandates.
Latest 13F Filing Activity
Kennedy Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 564 equity positions with a total 13F market value of $4B. The fund increased holdings in Genpact LTD., Mercury Systems Inc., Sharkninja Inc. among other positions. Kennedy Capital Management LLC reduced exposure to Hexcel Corporation, Unitedhealth Group Inc., Columbia Banking System Inc. among others.
Top Holdings
Equity Positions (564)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CHEF | Chefs Warehouse Inc. | 1.29% | $54.0M | 846,769 | $37.13 | $63.81 | +$6.0M |
S SF | Stifel Financial Corporation | 1.01% | $42.5M | 409,577 | $44.73 | $103.78 | +$4.9M |
N NVDA | NVIDIA Corp. | 0.98% | $41.3M | 261,137 | $79.63 | $157.99 | +$5.8M |
M MSFT | Microsoft Corp. | 0.93% | $39.0M | 78,481 | $405.86 | $497.41 | +$3.4M |
V VMI | Valmont Industries, Inc. | 0.92% | $38.4M | 117,604 | $279.17 | $326.57 | +$10.9M |
Industry Allocation
Investment Team (24)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | St. Louis, MO , United States | |
 | Research Analyst | St. Louis, MO , United States | |
B Brian Hagler | Bank Sector Strategy Manager, Research Analyst | Maryville, IL , United States | |
 | Portfolio Manager | St. Louis, MO , United States | |
 | Portfolio Manager | St. Louis, MO , United States | |
 | Portfolio Manager, Director of Research | Denver, CO , United States | |
M Michael Bertz | Portfolio Manager | Chesterfield, MO , United States | |
 | Assistant Portfolio Manager | St. Louis, MO , United States | |
 | Portfolio Manager | St. Louis, MO , United States | |
 | Research Analyst | United States |