Kilner Capital Advisors, LLC
•CIK: 2109522•Filing: Q4 2025
**Kilner Capital Advisors, LLC** manages $105M across a concentrated portfolio of 20 positions. The fund exhibits significant conviction in specific names, with top holdings including DFAC at $21.0M and DFAT at $19.3M. Further allocations are notable in AVSC ($11.6M), AVLV ($11.4M), and DISV ($11.4M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$104.7M
QoQ Performance
N/A
Positions
6
Top 10 Concentration
93.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAT
AVSC
AVLV
DISV
AVIV
DFAC20.1%
DFAT18.5%
AVSC11.1%
AVLV10.9%
DISV10.9%
AVIV7.0%
AVEM4.2%
DFAI3.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other99.0%
Technology0.7%
Healthcare0.3%