VARA
KEEL

Value Aligned Research Advisors’s Keel Infrastructure Corp KEEL Stock Holding History

Value Aligned Research Advisors’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 		$29.6M Sell
5,154,360
-2,660,761
-34% -$11.4M 0.07% 85
2026
Q1 		$15.2M Buy
+7,815,121
New +$18.4M 0.07% 77

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

Value Aligned Research Advisors's KEEL Position: Q2 2026 in Review

Value Aligned Research Advisors reduced its Keel Infrastructure Corp (KEEL) stake by 34% in Q2 2026, selling an estimated $11.4M and leaving 5,154,360 shares worth $29.6M. The position accounts for 0.07% of the portfolio, ranked #85.

Value Aligned Research Advisors first reported a position in KEEL in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold KEEL as of Q2 2026.

  • Value Aligned Research Advisors held 5,154,360 shares of Keel Infrastructure Corp worth $29.6M as of Q2 2026.
  • Value Aligned Research Advisors sold 2,660,761 Keel Infrastructure Corp shares in Q2 2026, an estimated $11.4M.
  • Keel Infrastructure Corp made up 0.07% of Value Aligned Research Advisors's portfolio in Q2 2026, its #85 holding.
  • Value Aligned Research Advisors first reported a position in Keel Infrastructure Corp in Q1 2026 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 Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.