Seven Six Capital Management
NEW YORK, NYfiles as Seven Six Capital Management, LLC
$110m in 26 US stocks at the end of 30 June 2026. The top 10 are 60.1% of the money. It changed about 13.1% of the portfolio this quarter.
Value
$110m
Stocks
26
Top 10 share
60.1%
Turnover
13.1%
What changed this quarter
New
Bought for the first time this quarter.
- VontierVNT4.7% of the fund
- Planet FitnessPLNT1.5% of the fund
- Alamo GroupALG0.6% of the fund
Added
Bought more of a stock they already held.
- Crown HoldingsCCK6.2% of the fund+8%
- Leggett & PlattLEG5.6% of the fund+14%
- Asbury Automotive GroupABG5.1% of the fund+5%
- Driven Brands HoldingsDRVN4.9% of the fund+24%
- Herc HoldingsHRI4.8% of the fund+14%
- MagneraMAGN4.3% of the fund+6%
- DauchDCH3.5% of the fund+25%
- MattelMAT3.0% of the fund+61%
- Lamb Weston HoldingsLW1.8% of the fund+39%
- Janus International GroupJBI1.7% of the fund+179%
Cut
Sold some of their stake.
- Boyd GamingBYD9.5% of the fund-6%
- AmcorAMCR8.4% of the fund-5%
- Dine Brands GlobalDIN5.5% of the fund-21%
- Graphic Packaging HoldingGPK5.4% of the fund-3%
- Concrete Pumping HoldingsBBCP4.4% of the fund-24%
- PENN EntertainmentPENN4.2% of the fund-17%
- ArcbestARCB4.1% of the fund-27%
- Knight-Swift Transportation HoldingsKNX3.6% of the fund-45%
- Jack IN the BOXJACK2.4% of the fund-9%
- PerrigoPRGO2.3% of the fund-16%
- WhirlpoolWHR1.2% of the fund-24%
- Clearwater PaperCLW0.6% of the fund-43%
Sold out
Sold their entire stake.
- Re/max Hldgs-100%
- Helen of TroyHELE-100%
Holdings
- Leggett & PlattLEG
- Share
- 5.6%
- Value
- $6m
- Shares
- 521,501
+14%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Boyd GamingBYD | 9.5% | $10m | 117,800 | -6% |
| AmcorAMCR | 8.4% | $9m | 211,940 | -5% |
| Crown HoldingsCCK | 6.2% | $7m | 60,587 | +8% |
| Leggett & PlattLEG | 5.6% | $6m | 521,501 | +14% |
| Dine Brands GlobalDIN | 5.5% | $6m | 168,250 | -21% |
| Graphic Packaging HoldingGPK | 5.4% | $6m | 562,206 | -3% |
| Asbury Automotive GroupABG | 5.1% | $6m | 27,508 | +5% |
| Driven Brands HoldingsDRVN | 4.9% | $5m | 383,050 | +24% |
| Herc HoldingsHRI | 4.8% | $5m | 37,013 | +14% |
| VontierVNT | 4.7% | $5m | 178,700 | New |
| Concrete Pumping HoldingsBBCP | 4.4% | $5m | 403,573 | -24% |
| MagneraMAGN | 4.3% | $5m | 398,568 | +6% |
| PENN EntertainmentPENN | 4.2% | $5m | 215,800 | -17% |
| ArcbestARCB | 4.1% | $4m | 30,958 | -27% |
| Knight-Swift Transportation HoldingsKNX | 3.6% | $4m | 50,600 | -45% |
| DauchDCH | 3.5% | $4m | 706,836 | +25% |
| MattelMAT | 3.0% | $3m | 233,200 | +61% |
| Jack IN the BOXJACK | 2.4% | $3m | 164,600 | -9% |
| PerrigoPRGO | 2.3% | $2m | 240,500 | -16% |
| Lamb Weston HoldingsLW | 1.8% | $2m | 45,250 | +39% |
| Janus International GroupJBI | 1.7% | $2m | 326,900 | +179% |
| Planet FitnessPLNT | 1.5% | $2m | 31,100 | New |
| WhirlpoolWHR | 1.2% | $1m | 32,600 | -24% |
| StellantisSTLA | 0.9% | $941,934 | 164,100 | Held |
| Clearwater PaperCLW | 0.6% | $709,159 | 45,227 | -43% |
| Alamo GroupALG | 0.6% | $666,185 | 4,050 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 0.5% since 30 June 2025.
Where the money is
Retail & consumer47.1%
Materials24.9%
Industrials14.4%
Technology9.6%
Health care2.3%
Everyday goods1.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.