Key Colony Management, LLC

Est. AUM

$73.7M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ONEMAIN HLDGS INC	COM	$25.7M	455000	34.85%	SOLE
2	EVOLV TECHNOLOGIES HLDNGS IN	COM CL A	$24.7M	3275095	33.54%	SOLE
3	AST SPACEMOBILE INC	COM CL A	$18.4M	375000	24.97%	SOLE
4	MGM RESORTS INTERNATIONAL	COM	$3.8M	110000	5.17%	SOLE
5	BOEING CO	COM	$1.1M	5000	1.46%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.