Seven Six Capital Management, LLC

CIK

2021188

Location

NEW YORK, NY

Portfolio Value

Small $109,517,630

Diversification

Diversified

Filing Date

Global Rank

#8,188 / 8,795 ▼ 281 · as of Jun 2026

Top Industry

Packaging & Containers 20.0%

Period ended 3 months ago

Filed Aug 13, 2026 · 55d

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.5%

−1.6 pts

Top 5

35.2%

−3.7 pts

Top 10

60.1%

−3.6 pts

HHI

513

Diversified−46

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	67.1%	$73,457,398	15
Industrials	19.2%	$21,032,909	6
Consumer Defensive	6.1%	$6,637,069	2
Technology	4.7%	$5,182,300	1
Healthcare	2.3%	$2,498,795	1
Basic Materials	0.6%	$709,159	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
JBI	Janus International Group, Inc.	+209,900	326,900	$1,814,295
DCH	Dauch Corp	+140,900	706,836	$3,831,051
MAT	Mattel Inc /De/	+88,000	233,200	$3,236,816
DRVN	Driven Brands Holdings Inc.	+75,250	383,050	$5,339,717
—		+65,000	521,501	$6,106,776
MAGN	Magnera Corp	+23,700	398,568	$4,683,174
LW	Lamb Weston Holdings, Inc.	+12,800	45,250	$1,953,895
HRI	Herc Holdings Inc	+4,438	37,013	$5,305,443
CCK	Crown Holdings, Inc.	+4,250	60,587	$6,774,838
ABG	Asbury Automotive Group Inc	+1,350	27,508	$5,531,308
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
BBCP	Concrete Pumping Holdings, Inc.	−126,408	403,573	$4,863,054
PRGO	PERRIGO Co plc	−45,800	240,500	$2,498,795
DIN	Dine Brands Global, Inc.	−44,150	168,250	$6,040,175
PENN	PENN Entertainment, Inc.	−42,900	215,800	$4,609,488
KNX	Knight-Swift Transportation Holdings Inc.	−41,900	50,600	$3,940,222
CLW	Clearwater Paper Corp	−34,200	45,227	$709,159
GPK	Graphic Packaging Holding Co	−17,000	562,206	$5,942,517
JACK	Jack In The Box Inc	−16,550	164,600	$2,602,326
ARCB	Arcbest Corp /Tx/	−11,650	30,958	$4,443,711
AMCR	Amcor plc	−10,900	211,940	$9,187,599
WHR	Whirlpool Corp /De/	−10,550	32,600	$1,285,092
BYD	Boyd Gaming Corp	−8,075	117,800	$10,405,274
STLA	Stellantis N.V.	−1,800	164,100	$941,934
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
VNT	Vontier Corp	178,700	$5,182,300
PLNT	Planet Fitness, Inc.	31,100	$1,622,487
ALG	Alamo Group Inc	4,050	$666,184
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
—		224,002	$1,290,251
HELE	Helen Of Troy Ltd	76,200	$1,098,804
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $109,517,630 total · filing declares 26 positions · $109,517,634 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BYD	Boyd Gaming Corp Consumer Cyclical	Reduced	117,800	-8,075	$10,405,274	+0.6%	9.50%
AMCR	Amcor plc Consumer Cyclical	Reduced	211,940	-10,900	$9,187,599	+3.7%	8.39%
CCK	Crown Holdings, Inc. Consumer Cyclical	Added	60,587	+4,250	$6,774,838	+20.0%	6.19%
		Added	521,501	+65,000	$6,106,776	+35.4%	5.58%
DIN	Dine Brands Global, Inc. Consumer Cyclical	Reduced	168,250	-44,150	$6,040,175	+8.4%	5.52%
GPK	Graphic Packaging Holding Co Consumer Cyclical	Reduced	562,206	-17,000	$5,942,517	+3.2%	5.43%
ABG	Asbury Automotive Group Inc Consumer Cyclical	Added	27,508	+1,350	$5,531,308	+8.2%	5.05%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	Added	383,050	+75,250	$5,339,717	+37.6%	4.88%
HRI	Herc Holdings Inc Industrials	Added	37,013	+4,438	$5,305,443	+63.6%	4.84%
VNT	Vontier Corp Technology	NEW	178,700	NEW	$5,182,300	NEW	4.73%
BBCP	Concrete Pumping Holdings, Inc. Industrials	Reduced	403,573	-126,408	$4,863,054	+28.5%	4.44%
MAGN	Magnera Corp Consumer Defensive	Added	398,568	+23,700	$4,683,174	+31.4%	4.28%
PENN	PENN Entertainment, Inc. Consumer Cyclical	Reduced	215,800	-42,900	$4,609,488	+18.5%	4.21%
ARCB	Arcbest Corp /Tx/ Industrials	Reduced	30,958	-11,650	$4,443,711	+6.0%	4.06%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	50,600	-41,900	$3,940,222	−26.0%	3.60%
DCH	Dauch Corp Consumer Cyclical	Added	706,836	+140,900	$3,831,051	+14.2%	3.50%
MAT	Mattel Inc /De/ Consumer Cyclical	Added	233,200	+88,000	$3,236,816	+53.4%	2.96%
JACK	Jack In The Box Inc Consumer Cyclical	Reduced	164,600	-16,550	$2,602,326	+48.6%	2.38%
PRGO	PERRIGO Co plc Healthcare	Reduced	240,500	-45,800	$2,498,795	−18.7%	2.28%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Added	45,250	+12,800	$1,953,895	+42.5%	1.78%
JBI	Janus International Group, Inc. Industrials	Added	326,900	+209,900	$1,814,295	+201.1%	1.66%
PLNT	Planet Fitness, Inc. Consumer Cyclical	NEW	31,100	NEW	$1,622,487	NEW	1.48%
WHR	Whirlpool Corp /De/ Consumer Cyclical	Reduced	32,600	-10,550	$1,285,092	−44.8%	1.17%
STLA	Stellantis N.V. Consumer Cyclical	Reduced	164,100	-1,800	$941,934	−19.9%	0.86%
CLW	Clearwater Paper Corp Basic Materials	Reduced	45,227	-34,200	$709,159	−37.9%	0.65%
ALG	Alamo Group Inc Industrials	NEW	4,050	NEW	$666,184	NEW	0.61%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.