Solas Capital Management’s Kyndryl KD Stock Holding History

Solas Capital Management’s Portfolio KD Stock Details KD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12M	Buy	915,443 +507,809	+125%	+$8.94M	6.91%	6
2025 Q4	$10.8M	Buy	+407,634	New	+$11.1M	6.14%	7
2025 Q2	–	Sell	-22,445	Closed	-$705K	–	22
2025 Q1	$705K	Sell	22,445 -4,373	-16%	-$164K	0.4%	21
2024 Q4	$928K	Sell	26,818 -699,460	-96%	-$20.4M	0.62%	18
2024 Q3	$16.7M	Buy	726,278 +77,019	+12%	+$1.88M	11.72%	2
2024 Q2	$17.1M	Buy	649,259 +221,854	+52%	+$5.32M	9.34%	2
2024 Q1	$9.3M	Buy	427,405 +55,060	+15%	+$1.17M	5.98%	7
2023 Q4	$7.74M	Sell	372,345 -768,836	-67%	-$13.1M	4.8%	10
2023 Q3	$17.2M	Buy	1,141,181 +369,130	+48%	+$5.47M	12.05%	2
2023 Q2	$10.3M	Buy	772,051 +62,100	+9%	+$841K	6.82%	6
2023 Q1	$10.5M	Sell	709,951 -114,049	-14%	-$1.62M	5.6%	8
2022 Q4	$9.16M	Buy	+824,000	New	+$8.29M	5.5%	6
2022 Q1	–	Sell	-365,000	Closed	-$6.61M	–	26
2021 Q4	$6.61M	Buy	+365,000	New	+$7.88M	4.71%	7

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Solas Capital Management's KD Position: Q1 2026 in Review

Solas Capital Management increased its Kyndryl (KD) stake by 125% in Q1 2026, buying an estimated $8.94M and bringing the position to 915,443 shares worth $12M. The position accounts for 6.91% of the portfolio, ranked #6.

Solas Capital Management first reported a position in KD in Q4 2021 and has held it in 13 quarters since. The position peaked at $17.2M in Q3 2023. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Solas Capital Management held 915,443 shares of Kyndryl worth $12M as of Q1 2026.
Solas Capital Management bought 507,809 Kyndryl shares in Q1 2026, an estimated $8.94M.
Kyndryl made up 6.91% of Solas Capital Management's portfolio in Q1 2026, its #6 holding.
Solas Capital Management first reported a position in Kyndryl in Q4 2021 and has held it in 13 quarters since.
Solas Capital Management's Kyndryl position peaked at $17.2M in Q3 2023.
660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Solas Capital Management's 13F filing for Q1 2026, filed 15 May 2026.