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Portfolio (Quarterly) Guide ↗

Seven Six Capital Management, LLC

· CIK 0002021188
13F Portfolio $110M AUM 26 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 10 Added 13 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VNT VONTIER CORPORATION Technology 178,700.0 $5.2M 4.73% NEW $29.00 +15.1%
2 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 31,100.0 $1.6M 1.48% NEW $52.17 +0.7%
3 ALG ALAMO GROUP INC Industrials 4,050.0 $666K 0.61% NEW $164.49 -1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 60.2%
Industrials 29.4%
Technology 5.2%
Healthcare 2.5%
Consumer Defensive 1.9%
Basic Materials 0.7%