Hall Kathryn A.

Hall Kathryn A, a $186M hedge fund, maintains a concentrated portfolio of 20 positions. The fund's top holdings are dominated by consumer discretionary stocks, with GAP and LEVI accounting for 38.8% and 27.0% of the portfolio, respectively, valued at $72.5M and $50.3M. Telecom and media stocks also feature prominently, with AT&T and Comcast holding $15.3M and $10.8M positions, representing 8.2% and 5.8% of assets under management. The fund's remaining positions, including Sirius XM and Expedia, account for 20.2% of the portfolio, with the smallest holding valued at $2.6M.

📌 Top Holdings