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LUMBARD & KELLNER, LLC 13F portfolio summary

LUMBARD & KELLNER, LLC of LUMBARD & KELLNER, LLC has 98 current stock holdings with a reported portfolio value of $288.6M. The portfolio 1 year return is +45.21%. Top holdings include UNH (0.00%), QABA (0.00%), PBR (5.16%), GOOG (4.92%), BIL (4.26%).

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LUMBARD & KELLNER, LLC

LUMBARD & KELLNER, LLC
Latest filing: 2026-03-31

LUMBARD & KELLNER, LLC runs LUMBARD & KELLNER, LLC and currently holds 98 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $288.56M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LUMBARD & KELLNER, LLC ranks #476 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LUMBARD & KELLNER, LLC's portfolio at LUMBARD & KELLNER, LLC has delivered returns of +45.21%. Their 3-year annualized return is +67.54%. Looking at the 5-year horizon, LUMBARD & KELLNER, LLC has achieved +68.19% annualized returns at LUMBARD & KELLNER, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+45.21%
#201/1000
3 Year
+67.54%
#526/1000
5 Year
+68.19%
#553/1000

Portfolio Value

$288.56M

Alpha Score

57.1

#476 of 1000

Holdings

98

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change