0001420506-20-001147.txt : 20201105 0001420506-20-001147.hdr.sgml : 20201105 20201105155111 ACCESSION NUMBER: 0001420506-20-001147 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201105 DATE AS OF CHANGE: 20201105 EFFECTIVENESS DATE: 20201105 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kehrs Ridge Capital,LLC CENTRAL INDEX KEY: 0001776701 IRS NUMBER: 834292820 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19883 FILM NUMBER: 201290253 BUSINESS ADDRESS: STREET 1: 101 CRAWFORDS CORNER ROAD CITY: HOLMDEL STATE: NJ ZIP: 07733 BUSINESS PHONE: 908-601-4503 MAIL ADDRESS: STREET 1: 101 CRAWFORDS CORNER ROAD CITY: HOLMDEL STATE: NJ ZIP: 07733 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001776701 XXXXXXXX 09-30-2020 09-30-2020 false Kehrs Ridge Capital,LLC

101 CRAWFORDS CORNER ROAD HOLMDEL NJ 07733

13F HOLDINGS REPORT 028-19883 N Brian Scudieri 646-887-6748 Brian Scudieri, Chief Compliance Officer HOLMDEL NJ 11-05-2020 0 45 490771 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR KEHRS RIDGE CAPITAL,LLC ALBERTSONS COS INC COMMON STOCK 013091103 7430 500000 SH SOLE 500000 0 0 AMAZON COM INC COM 023135106 18192 5600 SH SOLE 5600 0 0 BUNGE LIMITED COM G16962105 21846 484600 SH SOLE 484600 0 0 CAL MAINE FOODS INC COM NEW 128030202 6221 161925 SH SOLE 161925 0 0 CAMPBELL SOUP CO COM 134429109 8707 180000 SH SOLE 180000 0 0 CARTERS INC COM 146229109 3936 50000 SH SOLE 50000 0 0 COCA COLA CO COM 191216100 18611 385000 SH SOLE 385000 0 0 COLGATE PALMOLIVE CO COM 194162103 5548 70000 SH SOLE 70000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 22565 120000 SH SOLE 120000 0 0 CROWN HLDGS INC COM 228368106 11874 160000 SH SOLE 160000 0 0 DOLLAR GEN CORP NEW COM 256677105 6289 30000 SH SOLE 30000 0 0 ENERGIZER HLDGS INC NEW COM 29272W109 6249 135000 SH SOLE 135000 0 0 FACEBOOK INC CL A 30303M102 13565 50000 SH SOLE 50000 0 0 FEDEX CORP COM 31428X106 5496 25000 SH SOLE 25000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 5493 75000 SH SOLE 75000 0 0 GENERAC HLDGS INC COM 368736104 4771 25115 SH SOLE 25115 0 0 GENERAL MLS INC COM 370334104 9252 150000 SH SOLE 150000 0 0 HERSHEY CO COM 427866108 7432 50000 SH SOLE 50000 0 0 KELLOGG CO COM 487836108 5174 75000 SH SOLE 75000 0 0 KEURIG DR PEPPER INC COM 49271V100 8223 297948 SH SOLE 297948 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4070 100000 SH SOLE 100000 0 0 KOHLS CORP COM 500255104 4169 225000 SH SOLE 225000 0 0 KRAFT HEINZ CO COM 500754106 5501 160000 SH SOLE 160000 0 0 L BRANDS INC COM 501797104 10893 350000 SH SOLE 350000 0 0 LAUDER ESTEE COS INC CL A 518439104 25255 115000 SH SOLE 115000 0 0 LOWES COS INC COM 548661107 9952 60000 SH SOLE 60000 0 0 MCDONALDS CORP COM 580135101 7682 35000 SH SOLE 35000 0 0 MONDELEZ INTL INC CL A 609207105 44391 776518 SH SOLE 776518 0 0 NEWELL BRANDS INC COM 651229106 7293 425000 SH SOLE 425000 0 0 NIKE INC CL B 654106103 22268 195000 SH SOLE 195000 0 0 OLLIES BARGAIN OUTLET HLDGS COM 681116109 4368 50000 SH SOLE 50000 0 0 PEPSICO INC COM 713448108 36058 260000 SH SOLE 260000 0 0 POST HLDGS INC COM 737446104 3961 45000 SH SOLE 45000 0 0 PROCTER AND GAMBLE CO COM 742718109 36812 270000 SH SOLE 270000 0 0 PURPLE INNOVATION INC COM 74640Y106 4450 179000 SH SOLE 179000 0 0 PVH CORPORATION COM 693656100 2788 50000 SH SOLE 50000 0 0 RALPH LAUREN CORP CL A 751212101 2065 30000 SH SOLE 30000 0 0 SIMPLY GOOD FOODS CO COM 82900L102 3106 125000 SH SOLE 125000 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 12426 218777 SH SOLE 218777 0 0 STARBUCKS CORP COM 855244109 11170 130000 SH SOLE 130000 0 0 TEMPUR SEALY INTL INC COM 88023U101 11634 135000 SH SOLE 135000 0 0 TRACTOR SUPPLY CO COM 892356106 5734 40000 SH SOLE 40000 0 0 UNDER ARMOUR INC CL A 904311107 2943 300000 SH SOLE 300000 0 0 URBAN OUTFITTERS INC COM 917047102 5203 250000 SH SOLE 250000 0 0 WALMART INC COM 931142103 9705 75000 SH SOLE 75000 0 0