Seven Six Capital Management, LLC
Seven Six Capital Management, LLC reported 26 US-listed holdings worth $109.5 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Boyd Gaming Corp. (9.5%), Amcor plc (8.4%) and Crown Holdings, Inc. (6.2%). Against the quarter before, it opened 3 positions, added to 10, trimmed 13 and sold out of 2.
The 14 largest of its 26 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -5.5% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Vontier Corp. VNT$5.2 million
- Planet Fitness, Inc. PLNT$1.6 million
- Alamo Group Inc. ALG$666,185
Added to 10
- Mattel Inc. MAT+88,000 shares · +61%
- Janus International Group in JBI+209,900 shares · +179%
- Driven Brands Hldgs Inc. DRVN+75,250 shares · +24%
- Dauch Corp. DCH+140,900 shares · +25%
- Leggett & Platt Inc. LEG+65,000 shares · +14%
- Herc Hldgs Inc. HRI+4,438 shares · +14%
- Lamb Weston Holdings, Inc. LW+12,800 shares · +39%
- Crown Holdings, Inc. CCK+4,250 shares · +8%
and 2 more in the table below
Trimmed 13
- Knight-Swift Transportation Holdings Inc. KNX-41,900 shares · -45%
- Arcbest Corp. ARCB-11,650 shares · -27%
- Dine Brands Global, Inc. DIN-44,150 shares · -21%
- Concrete Pumping Hldgs Inc. BBCP-126,408 shares · -24%
- Penn Entertainment, Inc. PENN-42,900 shares · -17%
- Boyd Gaming Corp. BYD-8,075 shares · -6%
- Clearwater Paper Corporation CLW-34,200 shares · -43%
- Perrigo Co. plc PRGO-45,800 shares · -16%
and 5 more in the table below
Sold out of 2
- Re Max Hldgs Inc. RMAX$1.3 million last quarter
- Helen of Troy Ltd HELE$1.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Boyd Gaming Corp. BYD | 117.8K | $10.4 million | 9.50% | -8.1K |
| Amcor plc AMCR | 211.9K | $9.2 million | 8.39% | -10.9K |
| Crown Holdings, Inc. CCK | 60.6K | $6.8 million | 6.19% | +4.2K |
| Leggett & Platt Inc. LEG | 521.5K | $6.1 million | 5.58% | +65.0K |
| Dine Brands Global, Inc. DIN | 168.2K | $6.0 million | 5.52% | -44.1K |
| Graphic Packaging Holding Co. GPK | 562.2K | $5.9 million | 5.43% | -17.0K |
| Asbury Automotive Group Inc. ABG | 27.5K | $5.5 million | 5.05% | +1.4K |
| Driven Brands Hldgs Inc. DRVN | 383.1K | $5.3 million | 4.88% | +75.2K |
| Herc Hldgs Inc. HRI | 37.0K | $5.3 million | 4.84% | +4.4K |
| Vontier Corp. VNT | 178.7K | $5.2 million | 4.73% | new |
| Concrete Pumping Hldgs Inc. BBCP | 403.6K | $4.9 million | 4.44% | -126.4K |
| Magnera Corp. Com SHS MAGN | 398.6K | $4.7 million | 4.28% | +23.7K |
| Penn Entertainment, Inc. PENN | 215.8K | $4.6 million | 4.21% | -42.9K |
| Arcbest Corp. ARCB | 31.0K | $4.4 million | 4.06% | -11.7K |
| Knight-Swift Transportation Holdings Inc. KNX | 50.6K | $3.9 million | 3.60% | -41.9K |
| Dauch Corp. DCH | 706.8K | $3.8 million | 3.50% | +140.9K |
| Mattel Inc. MAT | 233.2K | $3.2 million | 2.96% | +88.0K |
| Jack in the Box Inc. JACK | 164.6K | $2.6 million | 2.38% | -16.6K |
| Perrigo Co. plc PRGO | 240.5K | $2.5 million | 2.28% | -45.8K |
| Lamb Weston Holdings, Inc. LW | 45.2K | $2.0 million | 1.78% | +12.8K |
| Janus International Group in JBI | 326.9K | $1.8 million | 1.66% | +209.9K |
| Planet Fitness, Inc. PLNT | 31.1K | $1.6 million | 1.48% | new |
| Whirlpool Corp. WHR | 32.6K | $1.3 million | 1.17% | -10.6K |
| Stellantis N.V. STLA | 164.1K | $941,934 | 0.86% | -1.8K |
| Clearwater Paper Corporation CLW | 45.2K | $709,159 | 0.65% | -34.2K |
| Alamo Group Inc. ALG | 4.0K | $666,185 | 0.61% | new |