KESTREL INVESTMENT MANAGEMENT CORP
Hedge Fund • Event Driven
KESTREL INVESTMENT MANAGEMENT CORP is an Event Driven Hedge Fund based in San Mateo, CA led by David J. Steirman, reporting $185.6M in AUM as of Q3 2025 with PHIN as the largest holding (6% allocation).
PresidentDavid J. Steirman
- Portfolio Value
- $177.4M
- Positions
- 40
- Top Holding
- PHIN at 5.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KESTREL INVESTMENT MANAGEMENT CORP's portfolio (42.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Auto - Parts Consumer Cyclical | $9.8M | 5.55% | — | 0.44% 171.3K shares | |
Banks - Regional Financial Services | $8.4M | 4.74% | — | 0.18% 99.4K shares | |
Staffing & Employment Services Industrials | $8.4M | 4.72% | — | 0.34% 451.0K shares | |
Residential Construction Consumer Cyclical | $7.8M | 4.39% | — | 0.26% 229.5K shares | |
Education & Training Services Consumer Defensive | $7.6M | 4.29% | — | 0.14% 49.3K shares | |
Insurance - Specialty Financial Services | $7.2M | 4.08% | — | 0.15% 199.7K shares | |
Medical - Healthcare Information Services Healthcare | $7.1M | 4.00% | — | 0.31% 255.4K shares | |
Software - Application Technology | $6.4M | 3.63% | — | 0.22% 163.9K shares | |
Insurance - Life Financial Services | $6.3M | 3.56% | — | 0.16% 159.7K shares | |
Unknown Unknown | $6.2M | 3.51% | — | 0.18% 571.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KESTREL INVESTMENT MANAGEMENT CORP's latest filing
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Analytics
Portfolio insights and performance metrics for KESTREL INVESTMENT MANAGEMENT CORP
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