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Key Colony Management, LLC

Q3 2025 · Filed 2025-10-07
Market Value
$74M
-16.6%
Holdings
7
-1
New Purchases
0
Added To
1
Closed
2
Reduced
3
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EVLV 33.54% 21.91% +11.63% $25M
OMF 34.85% 30.94% +3.91% $26M
ASTS 24.97% 21.72% +3.25% $18M
BA 1.46% 1.18% +0.28% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MGM 5.17% 23.92% -18.75% $4M
EIX 0.00% 0.29% -0.29% $0
EVLVW 0.00% 0.04% -0.04% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $19M 26.4%
Mid Cap 2 $30M 40.0%
Small Cap 1 $25M 33.5%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$37.2B
Median Market Cap
$9.8B
Avg P/E
37.0
Median P/E
30.8
Avg Dividend Yield
0.02%
Avg Beta
1.52
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 OMF 34.85% 455,000 $26M $56.46 -$2M -25,000 -5.2%
2 EVLV 33.54% 3,275,095 $25M $7.55 $5M +170,095 +5.5%
3 ASTS 24.97% 375,000 $18M $49.08 -$801K -36,000 -8.8%
4 MGM 5.17% 110,000 $4M $34.66 -$17M -505,000 -82.1%
5 BA 1.46% 5,000 $1M $215.83 $32K
6 EIX —% -$258K -5,000 -100.0% SOLD
7 EVLVW —% -$31K -5,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
EIX —%
EVLVW —%
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