GRIZZLYROCK CAPITAL, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$128.8B
Holdings
23
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSMFERROGLOBE PLC | 4,153,545 | $18.9B | 14.68% | |
| 2 | GELGENESIS ENERGY L P | 630,346 | $10.5B | 8.18% | |
| 3 | HCQAMN HEALTHCARE SVCS INC | 537,526 | $10.4B | 8.08% | |
| 4 | DRVNDRIVEN BRANDS HLDGS INC | 611,298 | $9.8B | 7.65% | |
| 5 | MGNIMAGNITE INC | 390,906 | $8.5B | 6.61% | |
| 6 | DARDARLING INGREDIENTS INC | 263,700 | $8.1B | 6.32% | |
| 7 | OLNOLIN CORP | 303,000 | $7.6B | 5.88% | |
| 8 | TDWTIDEWATER INC NEW | 131,190 | $7.0B | 5.43% | |
| 9 | AMTMAMENTUM HOLDINGS INC | 283,113 | $6.8B | 5.27% | |
| 10 | PRGOPERRIGO CO PLC | 301,745 | $6.7B | 5.22% | |
| 11 | RYIRYERSON HLDG CORP | 293,096 | $6.7B | 5.20% | |
| 12 | ACVAACV AUCTIONS INC | 618,505 | $6.1B | 4.76% | |
| 13 | LDELIFECORE BIOMEDICAL INC | 738,882 | $5.4B | 4.22% | |
| 14 | RG6ROGERS CORP | 65,794 | $5.3B | 4.11% | |
| 15 | MATWMATTHEWS INTL CORP | 133,075 | $3.2B | 2.51% | |
| 16 | GRFSGRIFOLS S A | 208,000 | $2.1B | 1.61% | |
| 17 | EEFTEURONET WORLDWIDE INC | 20,100 | $1.8B | 1.37% | |
| 18 | OECORION S.A. | 206,280 | $1.6B | 1.21% | |
| 19 | XPERXPERI INC | 159,300 | $1.0B | 0.80% | |
| 20 | IASINTEGRAL AD SCIENCE HLDNG CO | 61,250 | $622.9M | 0.48% | |
| 21 | EFXENERFLEX LTD | 24,000 | $258.7M | 0.20% | |
| 22 | OPALOPAL FUELS INC | 81,500 | $179.3M | 0.14% | |
| 23 | CTVHELIX ENERGY SOLUTIONS GRP I | 10,000 | $65.6M | 0.05% |