Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Key Colony Management, LLC 13F Holdings -- Portfolio & Top Positions (2025-09-30)

Key Colony Management, LLC (CIK 1336885) reported $73.7M across 5 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: OMF ($25.7M, 34.85%), EVLV ($24.7M, 33.54%), ASTS ($18.4M, 24.97%), MGM ($3.8M, 5.17%), BA ($1.1M, 1.46%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1OMFONEMAIN HLDGS INC$25.7M34.85%455,000Trimmed
2EVLVEVOLV TECHNOLOGIES HLDNGS IN$24.7M33.54%3.3MAdded
3ASTSAST SPACEMOBILE INC$18.4M24.97%375,000Trimmed
4MGMMGM RESORTS INTERNATIONAL$3.8M5.17%110,000Trimmed
5BABOEING CO$1.1M1.46%5,000Hold
6EIXEDISON INTL$00.00%0Exited
7EVLVWEVOLV TECHNOLOGIES HLDNGS IN$00.00%0Exited

Source: SEC Form 13F filings · as of 2025-09-30