Skba Capital Management LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $685 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $29.8M, Raytheon Technologies Corp with a value of $29.3M, Kontoor Brands, Inc. with a value of $22.6M, At&T Inc. with a value of $20.4M, and Kinder Morgan, Inc. with a value of $20.3M.
Examining the 13F form we can see an increase of $28.9M in the current position value, from $656M to 685M.
Skba Capital Management LLC is based out at San Francisco, CA
Below you can find more details about Skba Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$685 Million
Financial Services: $139 Million
Healthcare: $108 Million
Industrials: $88.4 Million
Consumer Cyclical: $70.4 Million
Energy: $67.3 Million
Technology: $66.2 Million
Consumer Defensive: $48.7 Million
Real Estate: $27.6 Million
Other: $69.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
