Skba Capital Management
Skba Capital Management reported 79 stocks worth $606M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KTB (3.9%), MDT (3.4%) and HR (3.1%). Compared with Q1 2026, the fund opened new positions in ADP, added to VZ, BRK.B and WRB, trimmed KTB, MDT and HR and sold out of AVTR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KTB Kontoor Brands Inc | $23.6M | 3.9% | 284K | −64K (−19%) | 8 of 8 | |
| 2 |  MDT Medtronic PLC F | $20.6M | 3.4% | 264K | −60K (−19%) | 8 of 8 | |
| 3 |  HR Healthcare Rlty TR | $18.7M | 3.1% | 927K | −184K (−17%) | 8 of 8 | |
| 4 |  KMI Kinder Morgan Inc Del | $17.9M | 3.0% | 559K | −105K (−16%) | 8 of 8 | |
| 5 |  RTX Rtx Corp | $17.8M | 2.9% | 94K | −27K (−23%) | 8 of 8 | |
| 6 |  HSY Hershey Co | $16.2M | 2.7% | 92K | −535 (−1%) | 8 of 8 | |
| 7 |  BDX Becton Dickinson & Co | $15.6M | 2.6% | 103K | −10K (−9%) | 7 of 8 | |
| 8 |  MMM 3M Co | $15.4M | 2.5% | 95K | −23K (−20%) | 8 of 8 | |
| 9 |  CME Cme Group Inc | $15.3M | 2.5% | 69K | −1,360 (−2%) | 8 of 8 | |
| 10 |  MRK Merck & Co Inc | $15.2M | 2.5% | 118K | −34K (−22%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AVTR Avantor Inc | $494K | 63K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Skba Capital Management 13F FAQ
What does Skba Capital Management own?
Skba Capital Management reported 79 stocks worth $606M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are KTB (3.9%), MDT (3.4%) and HR (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did Skba Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 7 added to, 57 trimmed and 1 sold out. New positions include ADP. It sold all of AVTR.
When will Skba Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Skba Capital Management's portfolio worth?
The Q2 2026 filing reports $606M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.