Kehrs Ridge Capital as of June 30, 2020
Portfolio Holdings for Kehrs Ridge Capital
Kehrs Ridge Capital holds 14 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pepsi (PEP) | 12.4 | $13M | 95k | 132.26 | |
| Procter & Gamble Company (PG) | 11.1 | $11M | 94k | 119.57 | |
| Altria (MO) | 10.4 | $11M | 270k | 39.25 | |
| Clorox Company (CLX) | 9.7 | $9.9M | 45k | 219.38 | |
| Mondelez Intl Cl A (MDLZ) | 8.1 | $8.2M | 160k | 51.13 | |
| Campbell Soup Company (CPB) | 7.3 | $7.4M | 150k | 49.63 | |
| Post Holdings Inc Common (POST) | 7.1 | $7.2M | 82k | 87.62 | |
| Keurig Dr Pepper (KDP) | 6.7 | $6.8M | 240k | 28.40 | |
| Kellogg Company (K) | 5.5 | $5.6M | 85k | 66.06 | |
| Albertsons Cos Common Stock (ACI) | 5.4 | $5.5M | 350k | 15.77 | |
| Sanderson Farms | 5.4 | $5.5M | 47k | 115.89 | |
| Boston Beer Cl A (SAM) | 4.2 | $4.3M | 8.0k | 536.62 | |
| Performance Food (PFGC) | 3.7 | $3.7M | 128k | 29.14 | |
| Aramark Hldgs (ARMK) | 2.9 | $2.9M | 130k | 22.57 |
