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Portfolio (Quarterly) Guide ↗

KIM, LLC

· CIK 0001888968
13F Portfolio $976M AUM 64 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 16 Added 15 Reduced 29 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DROPBOX INC 2,500,000 $2.5M 0.20% SOLD
22 LEMAITRE VASCULAR INC 2,500,000 $2.5M 0.20% SOLD
23 CAPITAL SOUTHWEST CORP 2,500,000 $2.5M 0.20% SOLD
24 AMPHASTAR PHARMACEUTICALS IN 2,500,000 $2.3M 0.19% SOLD
25 BLACKLINE INC 2,000,000 $2.1M 0.17% SOLD
26 ETSY INC 2,000,000 $1.9M 0.15% SOLD
27 BLACKROCK MUNIYIELD FD INC 117,981 $1.2M 0.10% SOLD
28 MMLP CALL MARTIN MIDSTREAM PRTNRS L P Energy 43,100 $112K 0.01% SOLD
29 OUSTER INC 274,200 $17K 0.00% SOLD
Page 2 of 2  ·  29 positions
Sector Allocation
Financial Services 52.1%
Industrials 20.1%
Technology 18.1%
Communication Services 8.4%
Energy 1.3%