GRITSTONE ASSET MANAGEMENT LLC

CIK: 0001964236Latest portfolio: $104.8M · Q4 2025

Holdings

148

Total Value

$104.8M

New Positions

82

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
ARCCARES CAPITAL CORP
446,855$9.0M8.62%NEW
2
FTWEQV VENTURES ACQUISITION COR
402,722$4.2M4.03%NEW
3
OACCOAKTREE ACQUISITION CORP III
394,908$4.2M3.99%NEW
4
ALDFALDEL FINL II INC
394,214$4.1M3.95%NEW
5
BEAGBOLD EAGLE ACQUISITION CORP
344,488$3.6M3.48%NEW
6
ALFCENTURION ACQUISITION CORP
290,988$3.1M2.96%NEW
7
CUBLIONHEART HOLDINGS
291,012$3.1M2.95%NEW
8
VCICVINE HILL CAP INVT CORP.
196,935$2.1M2.02%NEW
9
BACQINFLECTION POINT ACQUISITION
196,794$2.1M2.01%NEW
10
RACRITHM ACQUISITION CORP
197,598$2.1M1.96%NEW
11
HENNESSY CAP INVT CORP VII
197,899$2.0M1.95%NEW
12
AACBARTIUS II ACQUISITION INC
197,656$2.0M1.94%NEW
13
NWAX/UNEW AMER ACQUISITION I CORP
195,000$2.0M1.94%NEW
14
CCIXCHURCHILL CAPITAL CORP IX
186,560$2.0M1.89%NEW
15
GRAFGRAF GLOBAL CORP
174,665$1.9M1.79%NEW
16
CHACRCRANE HBR ACQUISITION CORP
149,140$1.6M1.53%NEW
17
LPBBLAUNCH TWO ACQUISITION CORP.
146,820$1.5M1.47%NEW
18
KFIIK&F GROWTH ACQUISITION CORP
148,743$1.5M1.47%NEW
19
TALON CAP CORP
150,000$1.5M1.45%NEW
20
BCARD. BORAL ARC ACQ I CORP.
150,000$1.5M1.44%NEW
21
LFACLEAPFROG ACQUISITION CORP
150,000$1.5M1.43%NEW
22
SVCCUSTELLAR V CAP CORP
133,770$1.4M1.32%NEW
23
NHICNEWHOLD INVT CORP III
123,541$1.3M1.22%NEW
24
HVMCHIGHVIEW MERGER CORP
127,021$1.3M1.21%NEW
25
ALUBALUSSA ENERGY ACQUISITION CO
125,000$1.3M1.20%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($2.0482029151612432e+49T)
Technology0.0% ($99987749834.8T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$104.8M148
Q3 2025Nov 4, 2025$97.2B0
Q2 2025Jul 25, 2025$101.1B120
Q1 2025May 15, 2025$95.3B89
Q1 2025May 15, 2025$94.4B87

Fund Information

CIK0001964236
Most Recent FilingJan 23, 2026
Number of Filings5

GRITSTONE ASSET MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $104.8M across 148 holdings. The largest position is ARES CAPITAL CORP (ARCC), representing 8.6% of the portfolio. Compared to the previous quarter, the fund opened 148 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.