Fund HoldingsKEMPNER CAPITAL MANAGEMENT INC.

Total Portfolio Value
$177.7K
Total Bought
$10.53M
Total Sold
$30.14M
Net Transaction
-$19.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CHUBB LIMITED
COM
011,952+11,952042.03%+4
ALPHABET INC(GOOG)015,596+15,596021.37%+2
UNITEDHEALTH GROUP INC(UNH)04,390+4,390021.29%+2
ENZO BIOCHEM INC25,47525,47501800.01%-18
SUNNOVA ENERGY INTL INC.15,00015,00005100.00%-51
WARNER BROS DISCOVERY INC(WBD)11,17511,175011800.07%-118
SERVICE PPTYS TR(SVC)49,45047,450-2,00012600.07%-126
PARK HOTELS & RESORTS INC(PK)22,00022,000031000.13%-310
WESTERN ASSET INTER MUNI FD47,80047,800037000.21%-370
AWPAX AB SUST INTL THEMATIC A24,54024,540046300.26%-463
BHP GROUP LTD15,12015,120073810.41%-737
KINDER MORGAN INC DEL(KMI)28,20028,200077310.45%-772
EOS ENERGY ENTERPRISES INC(EOSE)175,000175,000085010.37%-849
VANECK ETF TRUST
ISRAEL ETF
22,50022,500098010.53%-979
DIAMONDBACK ENERGY INC(FANG)9,8159,81501,60820.88%-1,606
DEUTSCHETELEKOMAGADR(DTEGF)55,02455,02401,64221.15%-1,640
RIO TINTO PLC(RIO)32,83732,83701,93121.11%-1,929
AT&T INC(T)101,9780-101,9782,3220-2,322
EVEREST GROUP LTD(EG)6,4796,47902,34821.32%-2,346
REALTY INCOME CORP(O)54,88854,88802,93231.79%-2,929
MERCK & CO INC(MRK)29,97066,628+36,6582,98163.37%-2,975
FMC CORP(FMC)61,36261,36202,98331.46%-2,980
EVERSOURCE ENERGY(ES)58,52858,52803,36142.05%-3,357
LYONDELLBASELL INDUSTRIES N
SHS - A -
47,27247,27203,51131.87%-3,508
BAXTER INTL INC120,940120,94003,52742.33%-3,523
EASTERLY GOVT PPTYS INC(DEA)317,980486,674+168,6943,61252.90%-3,607
TERADYNE INC(TER)31,33445,902+14,5683,94642.13%-3,942
INTERNATIONAL FLAVORS&FRAGRA(IFF)47,41647,41604,00942.07%-4,005
BP PLC(BP)141,07970,589-70,4904,17021.34%-4,168
ZIMMER BIOMET HOLDINGS INC(ZBH)39,60039,60004,18342.52%-4,179
SCHLUMBERGER LTD(SLB)109,471109,47104,19752.58%-4,192
L3HARRIS TECHNOLOGIES INC(LHX)20,76120,76104,36642.45%-4,362
CISCO SYS INC(CSCO)77,72777,72704,60152.70%-4,596
TRUIST FINL CORP(TFC)106,692106,69204,62842.47%-4,624
LINCOLN NATL CORP IND(LNC)158,906158,90605,03963.21%-5,033
CITIGROUP INC(C)73,36773,36705,16452.93%-5,159
CITIZENS FINL GROUP INC(CFG)118,079118,07905,16752.72%-5,162
TYSON FOODS INC(TSN)90,13790,13705,17763.24%-5,171
CULLEN FROST BANKERS INC(CFR)39,89636,161-3,7355,35652.55%-5,351
SHELL PLC(SHEL)86,05086,05005,39163.55%-5,385
EXXON MOBIL CORP51,72951,72905,56463.46%-5,558
EBAY INC.(EBAY)91,5850-91,5855,6740-5,674
SENSATA TECHNOLOGIES HLDG PL
SHS
209,064209,06405,72852.86%-5,723
BANK AMERICA CORP134,331134,33105,90463.15%-5,898
BRISTOL-MYERS SQUIBB CO(BMY)108,1440-108,1446,1170-6,117
GSK PLC(GSK)183,080183,08006,19273.99%-6,185
EQUITABLE HLDGS INC135,38594,779-40,6066,38652.78%-6,381
CONMED CORP(CNMD)93,47493,47406,39763.18%-6,391
DISNEY WALT CO(DIS)62,63162,63106,97463.48%-6,968
BLACK STONE MINERALS L P(BSM)498,616498,61607,28084.29%-7,272
MICRON TECHNOLOGY INC(MU)94,19294,19207,92784.61%-7,919
TAIWAN SEMICONDUCTOR MFG LTD(TSM)46,03946,03909,09284.30%-9,084
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