TCM
KEEL

Thames Capital Management’s Keel Infrastructure Corp KEEL Stock Holding History

Thames Capital Management’s Portfolio KEEL Stock Details KEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8M Buy
+3,622,886
New +$15.6M 1.71% 26
2025
Q4 		– Sell
-7,033,331
Closed -$19.8M – 51
2025
Q3 		$19.8M Buy
+7,033,331
New +$10.9M 2.83% 8

Other funds holding KEEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Thames Capital Management's KEEL Position: Q2 2026 in Review

Thames Capital Management opened a new position in Keel Infrastructure Corp (KEEL) in Q2 2026: 3,622,886 shares worth $20.8M. The stake represents 1.71% of the portfolio and ranks #26 among its holdings. This is a return to the name: Thames Capital Management previously reported a position in KEEL as recently as Q3 2025.

Thames Capital Management first reported a position in KEEL in Q3 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold KEEL as of Q2 2026.

  • Thames Capital Management held 3,622,886 shares of Keel Infrastructure Corp worth $20.8M as of Q2 2026.
  • Keel Infrastructure Corp was a new Thames Capital Management position in Q2 2026.
  • Keel Infrastructure Corp made up 1.71% of Thames Capital Management's portfolio in Q2 2026, its #26 holding.
  • Thames Capital Management first reported a position in Keel Infrastructure Corp in Q3 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.