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Kempner Capital Management Inc.

CIK:0000898399
Investment Adviser
$189M AUM
48 holdings
Galveston, TX, United States
Founded:1982
10 employees
Latest filing:Sep 30, 2025

Kempner Capital Management Inc. is an independent investment advisory firm headquartered in Galveston, Texas. Founded in 1982, the firm specializes in serving both individual and institutional clients with customized portfolio management. Kempner Capital Management is known for its local presence in Galveston and a staff size typically under 20 employees, providing tailored asset management services for a diverse clientele.

Investment Strategy

Kempner Capital Management pursues a value-oriented investment strategy, focusing on long-term growth and capital preservation for their clients. The firm constructs diversified portfolios primarily comprising publicly traded equities and fixed income securities, emphasizing fundamental analysis, prudent risk management, and customized asset allocation. Their disciplined, client-focused approach is designed to meet the unique investment goals and risk profiles of individual and institutional investors.

Top Buys
D
DEAEASTERLY GOVT PPTYS INC
+$2.4M
K
KVUEKENVUE INC
+$2.2M
L
LLYELI LILLY & CO
+$1.9M
A
AMCRAMCOR PLC
+$1.7M
E
EOSEEOS ENERGY ENTERPRISES INC
+$1.1M
Top Sells
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
-$6.0M
D
DEAEASTERLY GOVERN REIT
-$4.3M
D
DISDISNEY WALT CO
-$4.0M
M
MUMICRON TECHNOLOGY INC
-$3.3M
C
CCITIGROUP INC
-$3.1M

Top Holdings

M
MUMICRON TECHNOLOGY INC
+6.9%$8.3M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+6.4%$7.7M
B
BSMBLACK STONE MINERALS L P
+6.4%$7.6M
C
CFRCULLEN FROST BANKERS INC
+3.6%$4.4M
G
GOOGALPHABET INC
+3.2%$3.9M

Equity Positions (46)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MU
MICRON TECHNOLOGY INC6.88%$8.3M49,372$69.89$167.32-$3.3M
T
TSM
TAIWAN SEMICONDUCTOR MFG LTD6.41%$7.7M27,592$118.60$279.29-$6.0M
B
BSM
BLACK STONE MINERALS L P6.37%$7.6M582,128$13.21$13.14-$2.3M
C
CFR
CULLEN FROST BANKERS INC3.63%$4.4M34,361$66.59$126.77-$164.0K
G
GOOG
ALPHABET INC3.24%$3.9M15,960$166.35$243.55-$1.4M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+13.3%
NATIONAL COMMERCIAL BANKS
+11.2%
CRUDE PETROLEUM & NATURAL GAS
+9.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.5%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+6.3%