KOTLER KEVIN

Q4 2025 13F Detailed Holdings

Location
Melville, NY
Holdings as of
12/31/2025
Value
$427M
Value excl. options
$135M
Num holdings
50
Date filed
2/17/2026
Form type
13F-HR
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Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Broadfin Holdings LLC