LongKRJun 2026
The Kroger Co.
Kroger has been weak amid pressure on consumer spending from inflation, high interest rates and rising fuel costs, but Auxier sees a leadership and valuation opportunity. New CEO…
KR
Which hedge funds are long KR?
2 published ideas on The Kroger Co. across 1 fund — 2 long and 0 short.
The Kroger hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on The Kroger: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongKRSep 2026
Kroger
Kroger has been weak because inflation, high interest rates and elevated fuel costs have pressured consumer spending, but Auxier sees the depressed valuation as attractive. The…