SentinelOne & the Kettle Hill Gambit

On the 13th of February, 2026, Kettle Hill disclosed the acquisition of 1,716,381 shares in SentinelOne. A sum of $25.75 million, they tell us. A perfectly respectable amount, though one wonders if the funds weren’t diverted from a more sensible investment – perhaps a small vineyard in the Crimea? No, no, I digress. The stake now represents 5.74% of Kettle Hill’s 13F reportable AUM. A significant commitment, or a desperate gamble? The answer, naturally, depends on who you ask – and how much vodka they’ve consumed.







