# EDGAR Filing Document

**Accession Number:** 0002055199
**File Stem:** 0001754960-25-000582
**Filing Date:** 2025-8
**Character Count:** 11474
**Document Hash:** 4e5d8c11c09065e8be39e7bf0bfde3db
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000582.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001754960-25-000582

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kennondale Capital Management LLC
- **CENTRAL INDEX KEY:** 0002055199

**ORGANIZATION NAME:**
- **EIN:** 834531971
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24877
- **FILM NUMBER:** 251208561

**BUSINESS ADDRESS:**
- **STREET 1:** 6800 PARAGON PLACE
- **STREET 2:** SUITE 201
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23230
- **BUSINESS PHONE:** 8043503368

**MAIL ADDRESS:**
- **STREET 1:** 6800 PARAGON PLACE
- **STREET 2:** SUITE 201
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23230

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Kennondale Capital Management LLC<br>**Address:** 6800 PARAGON PLACE<br>SUITE 201<br>RICHMOND, VA 23230

**Form 13F File Number:** 028-24877

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  08-12-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $97982033

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| EATON CORP PLC | SHS | G29183103 |  | 1190919 | 3336 | SH |  | SOLE |  | 3336 | 0 | 0 |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 |  | 400898 | 24916 | SH |  | SOLE |  | 24916 | 0 | 0 |
| ABM INDS INC | COM | 000957100 |  | 1672934 | 35436 | SH |  | SOLE |  | 35436 | 0 | 0 |
| AFFILIATED MANAGERS GROUP IN | COM | 008252108 |  | 962608 | 4892 | SH |  | SOLE |  | 4892 | 0 | 0 |
| AKERO THERAPEUTICS INC | COM | 00973Y108 |  | 752803 | 14108 | SH |  | SOLE |  | 14108 | 0 | 0 |
| ALBEMARLE CORP | COM | 012653101 |  | 1740022 | 27765 | SH |  | SOLE |  | 27765 | 0 | 0 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 |  | 217272 | 56729 | SH |  | SOLE |  | 56729 | 0 | 0 |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 |  | 750916 | 6676 | SH |  | SOLE |  | 6676 | 0 | 0 |
| AMER STATES WTR CO | COM | 029899101 |  | 424729 | 5540 | SH |  | SOLE |  | 5540 | 0 | 0 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 |  | 610008 | 95165 | SH |  | SOLE |  | 95165 | 0 | 0 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 |  | 456507 | 6643 | SH |  | SOLE |  | 6643 | 0 | 0 |
| ARCOSA INC | COM | 039653100 |  | 702571 | 8103 | SH |  | SOLE |  | 8103 | 0 | 0 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 |  | 777277 | 24849 | SH |  | SOLE |  | 24849 | 0 | 0 |
| BELDEN INC | COM | 077454106 |  | 734745 | 6345 | SH |  | SOLE |  | 6345 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3407677 | 7015 | SH |  | SOLE |  | 7015 | 0 | 0 |
| BIOGEN INC | COM | 09062X103 |  | 346628 | 2760 | SH |  | SOLE |  | 2760 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 |  | 1607491 | 29286 | SH |  | SOLE |  | 29286 | 0 | 0 |
| BUILD-A-BEAR WORKSHOP INC | COM | 120076104 |  | 2263072 | 43892 | SH |  | SOLE |  | 43892 | 0 | 0 |
| CVR ENERGY INC | COM | 12662P108 |  | 883017 | 32887 | SH |  | SOLE |  | 32887 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 1364930 | 19787 | SH |  | SOLE |  | 19787 | 0 | 0 |
| CACI INTL INC | CL A | 127190304 |  | 1108804 | 2326 | SH |  | SOLE |  | 2326 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 2976126 | 13988 | SH |  | SOLE |  | 13988 | 0 | 0 |
| CENTENE CORP DEL | COM | 15135B101 |  | 443088 | 8163 | SH |  | SOLE |  | 8163 | 0 | 0 |
| CENTRUS ENERGY CORP | CL A | 15643U104 |  | 826875 | 4514 | SH |  | SOLE |  | 4514 | 0 | 0 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 302928 | 741 | SH |  | SOLE |  | 741 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 2438150 | 28644 | SH |  | SOLE |  | 28644 | 0 | 0 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 1437451 | 70222 | SH |  | SOLE |  | 70222 | 0 | 0 |
| CONSENSUS CLOUD SOLUTIONS IN | COM | 20848V105 |  | 948527 | 41133 | SH |  | SOLE |  | 41133 | 0 | 0 |
| CROCS INC | COM | 227046109 |  | 770437 | 7607 | SH |  | SOLE |  | 7607 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 1281010 | 3911 | SH |  | SOLE |  | 3911 | 0 | 0 |
| DELEK US HLDGS INC NEW | COM | 24665A103 |  | 865733 | 40875 | SH |  | SOLE |  | 40875 | 0 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 447956 | 3260 | SH |  | SOLE |  | 3260 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1518062 | 12865 | SH |  | SOLE |  | 12865 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 878402 | 17512 | SH |  | SOLE |  | 17512 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1782365 | 16534 | SH |  | SOLE |  | 16534 | 0 | 0 |
| FMC CORP | COM NEW | 302491303 |  | 1303268 | 31216 | SH |  | SOLE |  | 31216 | 0 | 0 |
| FTI CONSULTING INC | COM | 302941109 |  | 707855 | 4383 | SH |  | SOLE |  | 4383 | 0 | 0 |
| FIRST INDL RLTY TR INC | COM | 32054K103 |  | 575766 | 11963 | SH |  | SOLE |  | 11963 | 0 | 0 |
| FIRST MERCHANTS CORP | COM | 320817109 |  | 516859 | 13495 | SH |  | SOLE |  | 13495 | 0 | 0 |
| FULTON FINL CORP PA | COM | 360271100 |  | 522109 | 28942 | SH |  | SOLE |  | 28942 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 775524 | 2659 | SH |  | SOLE |  | 2659 | 0 | 0 |
| GREEN BRICK PARTNERS INC | COM | 392709101 |  | 2161374 | 34373 | SH |  | SOLE |  | 34373 | 0 | 0 |
| HP INC | COM | 40434L105 |  | 1065150 | 43547 | SH |  | SOLE |  | 43547 | 0 | 0 |
| HEIDRICK  STRUGGLES INTL IN | COM | 422819102 |  | 930667 | 20338 | SH |  | SOLE |  | 20338 | 0 | 0 |
| HUMANA INC | COM | 444859102 |  | 726658 | 2972 | SH |  | SOLE |  | 2972 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 2552715 | 10572 | SH |  | SOLE |  | 10572 | 0 | 0 |
| HUNTSMAN CORP | COM | 447011107 |  | 289781 | 27810 | SH |  | SOLE |  | 27810 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 4303989 | 77675 | SH |  | SOLE |  | 77675 | 0 | 0 |
| INTERDIGITAL INC | COM | 45867G101 |  | 744648 | 3321 | SH |  | SOLE |  | 3321 | 0 | 0 |
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 |  | 383653 | 223054 | SH |  | SOLE |  | 223054 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1087623 | 7120 | SH |  | SOLE |  | 7120 | 0 | 0 |
| KOPPERS HOLDINGS INC | COM | 50060P106 |  | 305811 | 9512 | SH |  | SOLE |  | 9512 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 |  | 988725 | 38293 | SH |  | SOLE |  | 38293 | 0 | 0 |
| LOUISIANA PAC CORP | COM | 546347105 |  | 542246 | 6306 | SH |  | SOLE |  | 6306 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 3275377 | 19718 | SH |  | SOLE |  | 19718 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 2926132 | 1465 | SH |  | SOLE |  | 1465 | 0 | 0 |
| MR COOPER GROUP INC | COM | 62482R107 |  | 2794554 | 18729 | SH |  | SOLE |  | 18729 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 1810211 | 43090 | SH |  | SOLE |  | 43090 | 0 | 0 |
| PACCAR INC | COM | 693718108 |  | 1482986 | 15601 | SH |  | SOLE |  | 15601 | 0 | 0 |
| PARK NATL CORP | COM | 700658107 |  | 481333 | 2878 | SH |  | SOLE |  | 2878 | 0 | 0 |
| PERDOCEO ED CORP | COM | 71363P106 |  | 2574468 | 78754 | SH |  | SOLE |  | 78754 | 0 | 0 |
| PLEXUS CORP | COM | 729132100 |  | 595905 | 4404 | SH |  | SOLE |  | 4404 | 0 | 0 |
| PREMIER INC | CL A | 74051N102 |  | 697856 | 31822 | SH |  | SOLE |  | 31822 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 2609264 | 27039 | SH |  | SOLE |  | 27039 | 0 | 0 |
| QORVO INC | COM | 74736K101 |  | 1017137 | 11979 | SH |  | SOLE |  | 11979 | 0 | 0 |
| RILEY EXPLORATION PERMIAN IN | COM | 76665T102 |  | 906824 | 34572 | SH |  | SOLE |  | 34572 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 |  | 2158315 | 24557 | SH |  | SOLE |  | 24557 | 0 | 0 |
| SENECA FOODS CORP NEW | CL A | 817070501 |  | 681711 | 6721 | SH |  | SOLE |  | 6721 | 0 | 0 |
| SINCLAIR INC | CL A | 829242106 |  | 1490785 | 107872 | SH |  | SOLE |  | 107872 | 0 | 0 |
| SOLVENTUM CORP | COM SHS | 83444M101 |  | 291605 | 3845 | SH |  | SOLE |  | 3845 | 0 | 0 |
| STOKE THERAPEUTICS INC | COM | 86150R107 |  | 694427 | 61183 | SH |  | SOLE |  | 61183 | 0 | 0 |
| TEJON RANCH CO | COM | 879080109 |  | 185899 | 10961 | SH |  | SOLE |  | 10961 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1004456 | 2477 | SH |  | SOLE |  | 2477 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 2342060 | 15384 | SH |  | SOLE |  | 15384 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 782999 | 5825 | SH |  | SOLE |  | 5825 | 0 | 0 |
| VIRTUS INVT PARTNERS INC | COM | 92828Q109 |  | 745010 | 4107 | SH |  | SOLE |  | 4107 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 898420 | 9188 | SH |  | SOLE |  | 9188 | 0 | 0 |
| WARRIOR MET COAL INC | COM | 93627C101 |  | 1768415 | 38586 | SH |  | SOLE |  | 38586 | 0 | 0 |
| WAYFAIR INC | CL A | 94419L101 |  | 1316190 | 25737 | SH |  | SOLE |  | 25737 | 0 | 0 |
| WESCO INTL INC | COM | 95082P105 |  | 806731 | 4356 | SH |  | SOLE |  | 4356 | 0 | 0 |
| WEYERHAEUSER CO MTN BE | COM NEW | 962166104 |  | 441277 | 17177 | SH |  | SOLE |  | 17177 | 0 | 0 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 |  | 1424327 | 20333 | SH |  | SOLE |  | 20333 | 0 | 0 |

---