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Kokino LLC

SEC CIK
0001623716
Latest filing
Nov 14, 2022

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
3
−2 vs. Q2 2022
Portfolio value
$28.0M
+$3.27M (+13.2%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Kokino LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ASYSAmtech Systems IncCOM PAR $0.01N2,250,000$19.1M68.4%00.0%UnchangedHistory
GIFIGulf Island Fabrication IncCOM1,811,894$7.56M27.0%00.0%UnchangedHistory
AGXArgan IncStock39,609$1.27M4.6%+3,916+11.0%AddedHistory

Sold out since Q2 2022 (2)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Kokino LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
HILHill International, Inc.COM291,038$489.0K2.0%History
AUTOAutoWeb, Inc.COM973,000$370.0K1.5%History