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KESTREL INVESTMENT MANAGEMENT CORP - Portfolio Stock Holdings

KESTREL INVESTMENT MANAGEMENT CORP disclosed 43 stock positions in a recent SEC 13F filing. $167,315,758 of stock holdings were filed, with the largest holdings including PHIN, TPH, and PLAB. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.

We estimate the fund has a total AUM of $179,964,874 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

March 31, 2026

No. of Stocks:

43

Est. Stock Holding Value:

$167,315,758

Top Stock Holdings By Sector

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Portfolio Stock Holdings - KESTREL INVESTMENT MANAGEMENT CORP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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