Granby Capital Management, LLC

CIK: 0001857581SEC EDGAR →

Portfolio Value

$187.5M

Holdings

18

As of

Q4 2025

New Positions

1

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR S&P 500 ETF TR

89,500$61.0M
32.55%
2

VANGUARD INTL EQUITY INDEX F

408,000$30.0M
16.01%
3

INVESCO EXCHANGE TRADED FD T

80,000$15.3M
8.17%
4

ISHARES TR

138,000$12.0M
6.41%
5

ISHARES TR

17,000$11.6M
6.21%
6

ISHARES TR

107,000$10.3M
5.48%
7

ALPS ETF TR

200,000$9.4M
5.02%
8

NUVEEN MUN VALUE FD INC

1,000,000$9.1M
4.83%
9

VANGUARD INDEX FDS

35,000$7.4M
3.95%
10

PACER FDS TR

100,000$6.0M
3.21%

Quarterly Changes

Top Buys

AMLPNEW
$9.4M
FISVNEW
$2.7M
GECCNEW
$352K
XLU↑ Increased
$120K

Top Sells

MPLXCLOSED
$7.0M
ETCLOSED
$6.9M
EPDCLOSED
$2.3M
IHRT↓ Decreased
$7K

New Positions (3)

$9.4M · 200K shares
$2.7M · 40K shares
$352K · 50K shares

Closed Positions (3)

$7.0M · 140K shares
$6.9M · 400K shares
$2.3M · 75K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services14$182.2M97.2%
Technology1$2.7M1.4%
Communication Services1$1.9M1.0%
Consumer Cyclical1$584K0.3%
Healthcare1$174K0.1%