Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 16, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 65
- +15 vs. Q2 2024
- Portfolio value
- $448.9M
- +$227.5M (+102.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NDAQNasdaq, Inc. | COM | 500,000 | $36.5M | 8.1% | +475,000+1,900.0% | Added | History |
| LINELineage, Inc. | COM | 310,000 | $24.3M | 5.4% | +310,000 | New | History |
| DELLDell Technologies Inc. | Stock | 200,000 | $23.7M | 5.3% | +200,000 | New | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 250,000 | $23.5M | 5.2% | +150,000+150.0% | Added | History |
| CORCencora, Inc. | Stock | 75,000 | $16.9M | 3.8% | +75,000 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 420,000 | $16.8M | 3.7% | +420,000 | New | History |
| APPAppLovin Corp | COM CL A | 125,000 | $16.3M | 3.6% | −75,000−37.5% | Reduced | History |
| SNSharkNinja, Inc. | COM SHS | 125,000 | $13.6M | 3.0% | +75,000+150.0% | Added | History |
| CAVACava Group, Inc. | COM | 100,000 | $12.4M | 2.8% | 00.0% | Unchanged | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 250,000 | $12.3M | 2.7% | +150,000+150.0% | Added | History |
| RITMRithm Capital Corp. | REIT | 1,050,000 | $11.9M | 2.7% | +1,050,000 | New | History |
| VIKViking Holdings Ltd | ORD SHS | 325,000 | $11.3M | 2.5% | +175,000+116.7% | Added | History |
| TCOMTrip.com Group Ltd | ADS | 183,143 | $10.9M | 2.4% | +183,143 | New | History |
| ARMArm Holdings PLC | ADR | 75,000 | $10.7M | 2.4% | 00.0% | Unchanged | History |
| CHWYChewy, Inc. | CL A | 350,000 | $10.3M | 2.3% | +350,000 | New | History |
| PRPermian Resources Corp | CLASS A COM | 750,000 | $10.2M | 2.3% | +250,000+50.0% | Added | History |
| CWSTCasella Waste Systems Inc | CL A | 100,500 | $10.0M | 2.2% | +100,500 | New | History |
| CRBGCorebridge Financial, Inc. | COM | 300,000 | $8.75M | 1.9% | +150,000+100.0% | Added | History |
| POLEUAndretti Acquisition Corp. II | UNIT 99/99/9999 | 800,000 | $8.00M | 1.8% | +800,000 | New | History |
| LOARLoar Holdings Inc. | COM SHS | 100,000 | $7.46M | 1.7% | +25,000+33.3% | Added | History |
| OSOneStream, Inc. | CL A | 200,000 | $6.78M | 1.5% | +200,000 | New | History |
| RDDTReddit, Inc. | Stock | 100,000 | $6.59M | 1.5% | 00.0% | Unchanged | History |
| ALABAstera Labs, Inc. | Stock | 125,000 | $6.55M | 1.5% | +25,000+25.0% | Added | History |
| HESMHess Midstream LP | CL A SHS | 180,000 | $6.35M | 1.4% | +180,000 | New | History |
| PACSPACS Group, Inc. | COM SHS | 150,000 | $6.00M | 1.3% | +75,000+100.0% | Added | History |
| CNPCenterpoint Energy Inc | COM | 200,000 | $5.88M | 1.3% | +200,000 | New | History |
| FANGDiamondback Energy, Inc. | Stock | 32,500 | $5.60M | 1.2% | +32,500 | New | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 200,000 | $5.22M | 1.2% | +130,000+185.7% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 200,000 | $5.05M | 1.1% | 00.0% | Unchanged | History |
| BIRKBirkenstock Holding plc | COM SHS | 100,000 | $4.93M | 1.1% | +25,000+33.3% | Added | History |
| HEHawaiian Electric Industries Inc | COM | 505,000 | $4.89M | 1.1% | +505,000 | New | History |
| MGYMagnolia Oil & Gas Corp | CL A | 200,000 | $4.88M | 1.1% | +200,000 | New | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 200,000 | $4.88M | 1.1% | +200,000 | New | History |
| VNOMViper Energy, Inc. | COM | 100,000 | $4.51M | 1.0% | +100,000 | New | History |
| CRGYCrescent Energy Co | CL A COM | 400,000 | $4.38M | 1.0% | 00.0% | Unchanged | History |
| TPGTPG Inc. | COM CL A | 75,000 | $4.32M | 1.0% | 00.0% | Unchanged | History |
| RXORXO, Inc. | COMMON STOCK | 150,000 | $4.20M | 0.9% | +150,000 | New | History |
| WAYWaystar Holding Corp. | COM | 150,000 | $4.18M | 0.9% | −18,902−11.2% | Reduced | History |
| KGSKodiak Gas Services, Inc. | COM | 140,000 | $4.06M | 0.9% | +105,000+300.0% | Added | History |
| ODDOddity Tech Ltd | SHS CL A | 100,000 | $4.04M | 0.9% | 00.0% | Unchanged | History |
| LBLandBridge Co LLC | CL A | 100,000 | $3.91M | 0.9% | +12,500+14.3% | Added | History |
| IVTInvenTrust Properties Corp. | COM NEW | 126,000 | $3.57M | 0.8% | +126,000 | New | History |
| SPNTSiriusPoint Ltd | COM | 235,000 | $3.37M | 0.8% | +235,000 | New | History |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 150,000 | $3.35M | 0.7% | +150,000 | New | History |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 149,700 | $2.51M | 0.6% | +149,700 | New | History |
| PLMRPalomar Holdings, Inc. | Stock | 25,000 | $2.37M | 0.5% | +25,000 | New | History |
| ARDTArdent Health, Inc. | COM | 125,000 | $2.30M | 0.5% | +125,000 | New | History |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $2.20M | 0.5% | 00.0% | Unchanged | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 100,000 | $2.06M | 0.5% | +100,000 | New | History |
| TRMDTORM plc | SHS CL A | 60,000 | $2.05M | 0.5% | +60,000 | New | History |
| AROCArchrock, Inc. | COM | 100,000 | $2.02M | 0.5% | +100,000 | New | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 50,000 | $1.99M | 0.4% | +50,000 | New | History |
| BKVBKV Corp | COM | 104,000 | $1.90M | 0.4% | +104,000 | New | History |
| SDHCSmith Douglas Homes Corp. | COM SHS CL A | 50,000 | $1.89M | 0.4% | +25,000+100.0% | Added | History |
| MRXMarex Group Ltd | ORD | 75,000 | $1.77M | 0.4% | 00.0% | Unchanged | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 25,000 | $1.75M | 0.4% | +25,000 | New | History |
| RBRKRubrik, Inc. | Stock | 50,000 | $1.61M | 0.4% | 00.0% | Unchanged | History |
| ASAmer Sports, Inc. | COM SHS | 100,000 | $1.59M | 0.4% | +85,000+566.7% | Added | History |
| AHRTAH Realty Trust, Inc. | COM | 134,000 | $1.45M | 0.3% | +134,000 | New | History |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 50,000 | $1.40M | 0.3% | 00.0% | Unchanged | History |
| ABXAbacus Global Management, Inc. | CL A | 125,000 | $1.26M | 0.3% | −34,982−21.9% | Reduced | History |
| VTRSViatris Inc | Stock | 100,000 | $1.16M | 0.3% | +100,000 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 25,000 | $930.0K | 0.2% | +25,000 | New | History |
| TWFGTWFG, Inc. | COM CL A | 30,000 | $813.6K | 0.2% | +30,000 | New | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 50,000 | $501.0K | 0.1% | −15,000−23.1% | Reduced | History |
Sold out since Q2 2024 (19)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| DDominion Energy, Inc | Stock | 250,000 | $12.3M | 5.5% | History |
| TTWOTake Two Interactive Software Inc | COM | 66,000 | $10.3M | 4.6% | History |
| GFSGLOBALFOUNDRIES Inc. | Stock | 200,000 | $10.1M | 4.6% | History |
| SNXTD Synnex Corp | COM | 75,000 | $8.65M | 3.9% | History |
| EXCExelon Corp | Stock | 250,000 | $8.65M | 3.9% | History |
| KVUEKenvue Inc. | Stock | 400,000 | $7.27M | 3.3% | History |
| BROSDutch Bros Inc. | CL A | 150,000 | $6.21M | 2.8% | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 500,000 | $5.55M | 2.5% | History |
| EPRTEssential Properties Realty Trust, Inc. | COM | 125,000 | $3.46M | 1.6% | History |
| VVisa Inc. | Stock | 12,500 | $3.28M | 1.5% | History |
| WBTNWEBTOON Entertainment Inc. | COM | 120,000 | $2.74M | 1.2% | History |
| COLDAmericold Realty Trust | COM | 100,000 | $2.55M | 1.2% | History |
| AZZAzz Inc | COM | 30,000 | $2.32M | 1.0% | History |
| DTDynatrace, Inc. | Stock | 50,000 | $2.24M | 1.0% | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 60,000 | $2.17M | 1.0% | History |
| IBTAIbotta, Inc. | CLASS A COM SHS | 25,000 | $1.88M | 0.8% | History |
| ARESAres Management Corp | CL A COM STK | 12,500 | $1.67M | 0.8% | History |
| ADUSAddus HomeCare Corp | COM | 12,500 | $1.45M | 0.7% | History |
| CTRICenturi Holdings, Inc. | COM SHS | 50,000 | $974.0K | 0.4% | History |