SEVEN GRAND MANAGERS, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$218.5B
Holdings
37
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDAQNASDAQ INC | 300,000 | $23.2B | 10.62% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 50,000 | $16.7B | 7.62% | |
| 3 | ULSUL SOLUTIONS INC | 250,000 | $12.5B | 5.71% | |
| 4 | BABOEING CO | 50,000 | $8.8B | 4.05% | |
| 5 | VIKVIKING HOLDINGS LTD | 200,000 | $8.8B | 4.03% | |
| 6 | LINELINEAGE INC | 150,000 | $8.8B | 4.02% | |
| 7 | OSONESTREAM INC | 300,000 | $8.6B | 3.92% | |
| 8 | CWHCAMPING WORLD HLDGS INC | 400,000 | $8.4B | 3.86% | |
| 9 | ASAMER SPORTS INC | 300,000 | $8.4B | 3.84% | |
| 10 | KGSKODIAK GAS SVCS INC | 200,000 | $8.2B | 3.74% | |
| 11 | LOARLOAR HOLDINGS INC | 110,000 | $8.1B | 3.72% | |
| 12 | PCGPG&E CORP | 400,000 | $8.1B | 3.69% | |
| 13 | SAROSTANDARDAERO INC | 300,000 | $7.4B | 3.40% | |
| 14 | CRGYCRESCENT ENERGY COMPANY | 500,000 | $7.3B | 3.34% | |
| 15 | AJGGALLAGHER ARTHUR J & CO | 25,000 | $7.1B | 3.25% | |
| 16 | ALABASTERA LABS INC | 50,000 | $6.6B | 3.03% | |
| 17 | LBLANDBRIDGE COMPANY LLC | 100,000 | $6.5B | 2.96% | |
| 18 | WAYWAYSTAR HLDG CORP | 150,000 | $5.5B | 2.52% | |
| 19 | CRBGCOREBRIDGE FINL INC | 150,000 | $4.5B | 2.05% | |
| 20 | TTANSERVICETITAN INC | 40,000 | $4.1B | 1.88% | |
| 21 | ABXABACUS LIFE INC | 507,485 | $4.0B | 1.82% | |
| 22 | MRXMAREX GROUP PLC | 125,000 | $3.9B | 1.78% | |
| 23 | CWANCLEARWATER ANALYTICS HLDGS I | 135,000 | $3.7B | 1.70% | |
| 24 | ASBASSOCIATED BANC CORP | 150,000 | $3.6B | 1.64% | |
| 25 | TBBBBBB FOODS INC | 125,000 | $3.5B | 1.62% | |
| 26 | ADTADT INC DEL | 500,000 | $3.5B | 1.58% | |
| 27 | SMTCSEMTECH CORP | 50,000 | $3.1B | 1.42% | |
| 28 | KLCKINDERCARE LEARNING COMPANIE | 150,000 | $2.7B | 1.22% | |
| 29 | BTSGBRIGHTSPRING HEALTH SVCS INC | 150,000 | $2.6B | 1.17% | |
| 30 | ARDTARDENT HEALTH PARTNERS INC | 125,000 | $2.1B | 0.98% | |
| 31 | GRDNGUARDIAN PHARMACY SVCS INC | 100,000 | $2.0B | 0.93% | |
| 32 | BOWBOWHEAD SPECIALTY HLDGS INC | 50,000 | $1.8B | 0.81% | |
| 33 | RBRKRUBRIK INC. | 25,000 | $1.6B | 0.75% | |
| 34 | INGMINGRAM MICRO HLDG CORP | 50,000 | $969.5M | 0.44% | |
| 35 | TWFGTWFG INC | 30,000 | $924.0M | 0.42% | |
| 36 | BKVBKV CORP | 35,000 | $832.3M | 0.38% | |
| 37 | UHGUNITED HOMES GROUP INC | 42,584 | $180.1M | 0.08% |