GRIZZLYROCK CAPITAL, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$133.6M
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSMFERROGLOBE PLC | 4,075,742 | $18.9M | 14.16% | |
| 2 | GELGENESIS ENERGY L P | 630,346 | $9.8M | 7.36% | |
| 3 | EEFTEURONET WORLDWIDE INC | 126,315 | $9.6M | 7.20% | |
| 4 | MGNIMAGNITE INC | 571,906 | $9.3M | 6.95% | |
| 5 | HCQAMN HEALTHCARE SVCS INC | 555,526 | $8.8M | 6.55% | |
| 6 | AMTMAMENTUM HOLDINGS INC | 285,113 | $8.3M | 6.19% | |
| 7 | DARDARLING INGREDIENTS INC | 223,000 | $8.0M | 6.01% | |
| 8 | XPOFXPONENTIAL FITNESS INC | 974,184 | $8.0M | 6.00% | |
| 9 | DRVNDRIVEN BRANDS HLDGS INC | 520,688 | $7.7M | 5.78% | |
| 10 | RYIRYERSON HLDG CORP | 274,596 | $6.9M | 5.17% | |
| 11 | ACVAACV AUCTIONS INC | 839,258 | $6.7M | 5.04% | |
| 12 | LDELIFECORE BIOMEDICAL INC | 743,241 | $6.1M | 4.55% | |
| 13 | RG6ROGERS CORP | 65,794 | $6.0M | 4.51% | |
| 14 | MATWMATTHEWS INTL CORP | 173,075 | $4.5M | 3.38% | |
| 15 | PRGOPERRIGO CO PLC | 281,745 | $3.9M | 2.94% | |
| 16 | OLNOLIN CORP | 168,000 | $3.5M | 2.62% | |
| 17 | TDWTIDEWATER INC NEW | 37,115 | $1.9M | 1.40% | |
| 18 | JBIJANUS INTERNATIONAL GROUP IN | 278,760 | $1.8M | 1.36% | |
| 19 | GLNGGOLAR LNG LTD | 35,000 | $1.3M | 0.97% | |
| 20 | NXQUANEX BLDG PRODS CORP | 75,358 | $1.2M | 0.87% | |
| 21 | OECORION S.A. | 181,262 | $957K | 0.72% | |
| 22 | MOHMOLINA HEALTHCARE INC | 2,000 | $347K | 0.26% |