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Key Colony Management, LLC

Q1 2025 · Filed 2025-04-04
Market Value
$64M
-4.5%
Holdings
8
New Purchases
1
Added To
3
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ASTS 21.18% 6.17% +15.01% $14M
T 0.88% 0.34% +0.54% $566K
EIX 0.46% 0.00% +0.46% $295K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CZR 0.00% 9.48% -9.48% $0
MGM 25.94% 28.96% -3.02% $17M
EVLV 14.84% 17.68% -2.85% $9M
OMF 36.67% 37.34% -0.67% $23M
EVLVW 0.02% 0.03% -0.01% $16K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $14M 22.5%
Mid Cap 3 $40M 62.6%
Small Cap 1 $9M 14.8%
Micro Cap 1 $16K 0.0%

Portfolio Analytics

Avg Market Cap
$33.6B
Median Market Cap
$8.0B
Avg P/E
19.3
Median P/E
8.1
Avg Dividend Yield
0.02%
Avg Beta
1.45
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 OMF 36.67% 480,000 $23M $48.88 -$2M
2 MGM 25.94% 560,000 $17M $29.64 -$3M
3 ASTS 21.18% 596,000 $14M $22.74 $9M +400,000 +204.1%
4 EVLV 14.84% 3,043,000 $9M $3.12 -$2M +43,000 +1.4%
5 T 0.88% 20,000 $566K $28.28 $338K +10,000 +100.0%
6 EIX 0.46% 5,000 $295K $58.92 +5,000 NEW
7 EVLVW 0.02% 5,000 $16K $3.12 -$4K
8 CZR —% -$6M -190,000 -100.0% SOLD

New Positions

SymbolValue% Port
EIX $295K 0.46%

Sold Out Positions

SymbolValue% Port
CZR —%
View SEC EDGAR Filings for Key Colony Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms