Key Colony Management, LLC

CIK: 0001336885SEC EDGAR →

Portfolio Value

$73.7M

Holdings

5

As of

Q3 2025

New Positions

0

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ONEMAIN HLDGS INC

455,000$25.7M
34.85%
2

EVOLV TECHNOLOGIES HLDNGS IN

3,275,095$24.7M
33.54%
3

AST SPACEMOBILE INC

375,000$18.4M
24.97%
4

MGM RESORTS INTERNATIONAL

110,000$3.8M
5.17%
5

BOEING CO

5,000$1.1M
1.46%

Quarterly Changes

Top Buys

EVLV↑ Increased
$5.4M

Top Sells

MGM↓ Decreased
$17.3M
OMF↓ Decreased
$1.7M
ASTS↓ Decreased
$801K
EIXCLOSED
$258K
EVLVWCLOSED
$31K

Closed Positions (2)

$258K · 5K shares
$31K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials2$25.8M35.0%
Financial Services1$25.7M34.9%
Technology1$18.4M25.0%
Consumer Cyclical1$3.8M5.2%