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| Kestrel Investment Management Corp
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| CRD # | 106789 |
| SEC # | 801-43351 |
| CIK # | 0002055116, 0000917579, 0001372702 |
| AUM | $185.6 M (2025-03-25) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 650-572-9450 |
| Address | 411 Borel Avenue San Mateo, CA 94402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055116 0000917579 0001372702 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Phinia Inc | 7.6 | ||
| BOFI Holding Inc | 7.6 | ||
| TRI Pointe Homes Inc | 7.3 | ||
| Radian Group Inc | 7.2 | ||
| Devry Inc | 6.3 | ||
| CNO Financial Group Inc | 6.2 | ||
| Upwork Inc | 6.1 | ||
| Prestige Brands Holdings Inc | 5.8 | ||
| Zoominfo Technologies Inc | 5.8 | ||
| Premier Inc | 5.6 | ||
| Atkore International Group Inc | 5.5 | ||
| Concentrix Corp | 5.4 | ||
| McJunkin Red Man Holding Corp | 5.3 | ||
| MDU Resources Group Inc | 5.2 | ||
| Brighthouse Financial Inc | 5.1 | ||
| Tenet Healthcare Corp | 5.0 | ||
| NCR Atleos LLC | 4.7 | ||
| Dun & Bradstreet Holdings Inc | 4.4 | ||
| Blackbaud Inc | 4.1 | ||
| Photronics Inc | 3.9 | ||
| Progyny Inc | 3.9 | ||
| Xenia Hotels & Resorts Inc | 3.9 | ||
| Driven Brands Holdings Inc | 3.8 | ||
| Xperi Holding Corp | 3.8 | ||
| Berkshire Hills Bancorp Inc | 3.5 | ||
| Treehouse Foods Inc | 3.2 | ||
| Matthews International Corp | 2.9 | ||
| Energizer Holdings Inc | 2.9 | ||
| Koppers Holdings Inc | 2.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Kestrel Investment Fund LP | [2012-03-20] | 49.1 | 15.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 57.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 15.9 |
| (g) Pension and profit sharing plans | 1 | 82.8 |
| (h) Charitable organizations | 1 | 29.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 185.6 |
| By Discretionary | ||
| Discretionary | 9 | 185.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 185.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.6 | |
| Total | 9 | 185.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Steirman | 9 | ||
| Abbott Keller | 9 | ||
| Kestrel Investment Management Corporation | 9 | ||
| Thomas Stickley | 8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000917579] | |
| D | [0001372702] | |
| 10-Q | [0002055116] | |
| 3 | [0002055116] | |
| 4 | [0002055116] | |
| 8-K | [0002055116] | |
| SC 13D | [0002055116] | |
| SC 13G | [0002055116] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| BlackRock Inc | Kestrel Group Ltd | [2025-07-17] |
| Kestrel Intermediate Ledbetter Holdings LLC | Kestrel Group Ltd | [2025-06-03] |
| Amtrust Financial Services Inc | Kestrel Group Ltd | [2025-05-30] |
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