Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 24
- +7 vs. Q1 2023
- Portfolio value
- $51.4M
- +$16.8M (+48.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KVUEKenvue Inc. | Stock | 496,554 | $13.1M | 25.5% | +496,554 | New | History |
| RHPRyman Hospitality Properties, Inc. | COM | 64,974 | $6.04M | 11.7% | +64,974 | New | History |
| KGSKodiak Gas Services, Inc. | COM | 275,000 | $4.47M | 8.7% | +275,000 | New | History |
| CWSTCasella Waste Systems Inc | CL A | 38,591 | $3.49M | 6.8% | +38,591 | New | History |
| Ares Acquisition Corp IIG33033112 | UNIT 99/99/9999 | 260,248 | $2.67M | 5.2% | +260,248 | New | – |
| NXTNextpower Inc. | Stock | 53,173 | $2.12M | 4.1% | −30,679−36.6% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 53,641 | $1.68M | 3.3% | +53,641 | New | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 96,549 | $1.53M | 3.0% | −471,500−83.0% | Reduced | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 110,335 | $1.49M | 2.9% | +110,335 | New | History |
| CRBGCorebridge Financial, Inc. | COM | 80,459 | $1.42M | 2.8% | +80,459 | New | History |
| Silverbox Corp III82836N206 | UNIT 02/28/2028 | 137,000 | $1.39M | 2.7% | +6,000+4.6% | Added | – |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 53,643 | $1.36M | 2.6% | +15,819+41.8% | Added | History |
| RDNTRadNet, Inc. | COM | 38,224 | $1.25M | 2.4% | +38,224 | New | History |
| TPGTPG Inc. | COM CL A | 37,530 | $1.10M | 2.1% | +37,530 | New | History |
| GFSGLOBALFOUNDRIES Inc. | Stock | 16,092 | $1.04M | 2.0% | −23,908−59.8% | Reduced | History |
| INTAIntapp, Inc. | COM | 24,124 | $1.01M | 2.0% | +24,124 | New | History |
| Freyr BatteryL4135L100 | COM | 107,327 | $1.00M | 2.0% | +107,327 | New | – |
| HLMNHillman Solutions Corp. | COM | 108,065 | $973.7K | 1.9% | −1,885−1.7% | Reduced | History |
| ATMUAtmus Filtration Technologies Inc. | COM | 43,792 | $961.7K | 1.9% | +43,792 | New | History |
| SVVSavers Value Village, Inc. | COM | 40,000 | $948.0K | 1.8% | +40,000 | New | History |
| AGLagilon health, inc. | COM | 49,347 | $855.7K | 1.7% | +49,347 | New | History |
| CAVACava Group, Inc. | COM | 20,859 | $854.2K | 1.7% | +20,859 | New | History |
| AESIAtlas Energy Solutions Inc. | COM CLASS A | 26,293 | $456.4K | 0.9% | +26,293 | New | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 46,442 | $218.3K | 0.4% | +46,442 | New | History |
Sold out since Q1 2023 (11)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| AERAerCap Holdings N.V. | SHS | 78,246 | $4.40M | 12.7% | History |
| AWKAmerican Water Works Company, Inc. | Stock | 30,000 | $4.39M | 12.7% | History |
| MBLYMobileye Global Inc. | Stock | 40,000 | $1.73M | 5.0% | History |
| SWXSouthwest Gas Holdings, Inc. | COM | 20,000 | $1.25M | 3.6% | History |
| DVDoubleVerify Holdings, Inc. | COM | 40,000 | $1.21M | 3.5% | History |
| ESMTEngageSmart, Inc. | COMMON STOCK | 40,000 | $770.0K | 2.2% | History |
| PACBPacific Biosciences of California, Inc. | COM | 64,129 | $742.6K | 2.1% | History |
| NKLANikola Corp | COM | 500,000 | $605.0K | 1.7% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 7,500 | $571.6K | 1.6% | – |
| TMT Acquisition Corp.G89229101 | UNIT 03/27/2028 | 50,000 | $510.0K | 1.5% | – |
| DINOHF Sinclair Corp | COM | 9,000 | $435.4K | 1.3% | History |