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Curreen Capital's investment thesis on Kontoor Brands ($KTB) — Q3 2025 | Buyside Digest

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$KTBNYSEKontoor Brands

BULL

Curreen Capital—KTB

Fund Letter

Q3 2025

Published September 30, 2025

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$80.01USD

+8.7% vs last month

$82.35Pitched

-2.8% since pitch

Market Cap$4.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Curreen Capital delivered 9% returns in Q3 2025 through active portfolio management, selling Enhabit due to worsening Medicare reimbursement headwinds and redeploying capital into Computacenter, Fortrea, VF Corp, and 4imprint. The manager also...

— Christian Ryther

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