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.
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 |