LMR Partners’s Kellanova K Stock Holding History

LMR Partners’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-550,000	Closed	-$45.1M	–	1633
2025 Q3	$45.1M	Buy	+550,000	New	+$43.8M	0.2%	86
2025 Q1	–	Sell	-400	Closed	-$32.4K	–	1514
2024 Q4	$32.4K	Sell	400 -100,000	-100%	-$8.08M	﹤0.01%	1057
2024 Q3	$8.1M	Buy	+100,400	New	+$7.15M	0.06%	253

Other funds holding K

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BPMC

Buckland Partners Management Co Harrison, New York $165M AUM

TIM

Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LMR Partners's K Position: Q4 2025 in Review

LMR Partners sold out of Kellanova (K) in Q4 2025, closing a stake of 2,691,066 shares — an estimated $221M sold.

LMR Partners first reported a position in K in Q1 2016 and held it in 11 quarters. The position peaked at $221M in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

LMR Partners reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 2,691,066 Kellanova shares in Q4 2025, an estimated $221M.
LMR Partners first reported a position in Kellanova in Q1 2016 and held it in 11 quarters.
LMR Partners's Kellanova position peaked at $221M in Q3 2025.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.