GRIZZLYROCK CAPITAL, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$110.3B

Holdings

21

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (21 positions)

#StockSharesValue% PortfolioType
1
GSMFERROGLOBE PLC
4,353,272$16.2B14.65%
2
DRVNDRIVEN BRANDS HLDGS INC
855,291$14.7B13.29%
3
MGNIMAGNITE INC
898,541$10.3B9.30%
4
GELGENESIS ENERGY L P
637,279$10.0B9.07%
5
PRGOPERRIGO CO PLC
287,995$8.1B7.32%
6
XPERXPERI INC
890,727$6.9B6.24%
7
DARDARLING INGREDIENTS INC
203,500$6.4B5.77%
8
TDWTIDEWATER INC NEW
126,290$5.3B4.84%
9
AMBPARDAGH METAL PACKAGING S A
1,762,659$5.3B4.83%
10
CZRCAESARS ENTERTAINMENT INC NE
171,180$4.3B3.88%
11
AMTMAMENTUM HOLDINGS INC
164,226$3.0B2.71%
12
G2CEVERI HLDGS INC
200,000$2.7B2.48%
13
HDSNHUDSON TECHNOLOGIES INC
434,716$2.7B2.43%
14
G3VGREEN PLAINS INC
541,982$2.6B2.38%
15
CLWCLEARWATER PAPER CORP
99,500$2.5B2.29%
16
HCQAMN HEALTHCARE SVCS INC
102,936$2.5B2.28%
17
OECORION S.A.
193,780$2.5B2.27%
18
OPALOPAL FUELS INC
1,042,233$1.9B1.74%
19
SHLSSHOALS TECHNOLOGIES GROUP IN
494,363$1.6B1.49%
20
CASHPATHWARD FINANCIAL INC
8,600$627.4M0.57%
21
EFXENERFLEX LTD
24,000$185.5M0.17%