Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 37
- −28 vs. Q3 2024
- Portfolio value
- $218.5M
- −$230.4M (−51.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NDAQNasdaq, Inc. | COM | 300,000 | $23.2M | 10.6% | −200,000−40.0% | Reduced | History |
| Cyberark Software LtdM2682V108 | SHS | 50,000 | $16.7M | 7.6% | +50,000 | New | – |
| ULSUL Solutions Inc. | CLASS A COM SHS | 250,000 | $12.5M | 5.7% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 50,000 | $8.85M | 4.1% | +50,000 | New | History |
| VIKViking Holdings Ltd | ORD SHS | 200,000 | $8.81M | 4.0% | −125,000−38.5% | Reduced | History |
| LINELineage, Inc. | COM | 150,000 | $8.79M | 4.0% | −160,000−51.6% | Reduced | History |
| OSOneStream, Inc. | CL A | 300,000 | $8.56M | 3.9% | +100,000+50.0% | Added | History |
| CWHCamping World Holdings, Inc. | CL A | 400,000 | $8.43M | 3.9% | +400,000 | New | History |
| ASAmer Sports, Inc. | COM SHS | 300,000 | $8.39M | 3.8% | +200,000+200.0% | Added | History |
| KGSKodiak Gas Services, Inc. | COM | 200,000 | $8.17M | 3.7% | +60,000+42.9% | Added | History |
| LOARLoar Holdings Inc. | COM SHS | 110,000 | $8.13M | 3.7% | +10,000+10.0% | Added | History |
| PCGPG&E Corp | Stock | 400,000 | $8.07M | 3.7% | +400,000 | New | History |
| SAROStandardAero, Inc. | COM | 300,000 | $7.43M | 3.4% | +300,000 | New | History |
| CRGYCrescent Energy Co | CL A COM | 500,000 | $7.30M | 3.3% | +100,000+25.0% | Added | History |
| AJGArthur J. Gallagher & Co. | COM | 25,000 | $7.10M | 3.2% | +25,000 | New | History |
| ALABAstera Labs, Inc. | Stock | 50,000 | $6.62M | 3.0% | −75,000−60.0% | Reduced | History |
| LBLandBridge Co LLC | CL A | 100,000 | $6.46M | 3.0% | 00.0% | Unchanged | History |
| WAYWaystar Holding Corp. | COM | 150,000 | $5.50M | 2.5% | 00.0% | Unchanged | History |
| CRBGCorebridge Financial, Inc. | COM | 150,000 | $4.49M | 2.1% | −150,000−50.0% | Reduced | History |
| TTANServiceTitan, Inc. | SHS CL A | 40,000 | $4.11M | 1.9% | +40,000 | New | History |
| ABXAbacus Global Management, Inc. | CL A | 507,485 | $3.97M | 1.8% | +382,485+306.0% | Added | History |
| MRXMarex Group Ltd | ORD | 125,000 | $3.90M | 1.8% | +50,000+66.7% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 135,000 | $3.72M | 1.7% | −65,000−32.5% | Reduced | History |
| ASBAssociated Banc-Corp | COM | 150,000 | $3.58M | 1.6% | +150,000 | New | History |
| TBBBBBB Foods Inc | CL A COM | 125,000 | $3.54M | 1.6% | +125,000 | New | History |
| ADTADT Inc. | COM | 500,000 | $3.46M | 1.6% | +500,000 | New | History |
| SMTCSemtech Corp | Stock | 50,000 | $3.09M | 1.4% | +50,000 | New | History |
| KLCKinderCare Learning Companies, Inc. | COM | 150,000 | $2.67M | 1.2% | +150,000 | New | History |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $2.55M | 1.2% | 00.0% | Unchanged | History |
| ARDTArdent Health, Inc. | COM | 125,000 | $2.13M | 1.0% | 00.0% | Unchanged | History |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 100,000 | $2.03M | 0.9% | −49,700−33.2% | Reduced | History |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 50,000 | $1.78M | 0.8% | 00.0% | Unchanged | History |
| RBRKRubrik, Inc. | Stock | 25,000 | $1.63M | 0.7% | −25,000−50.0% | Reduced | History |
| INGMIngram Micro Holding Corp | COM | 50,000 | $969.5K | 0.4% | +50,000 | New | History |
| TWFGTWFG, Inc. | COM CL A | 30,000 | $924.0K | 0.4% | 00.0% | Unchanged | History |
| BKVBKV Corp | COM | 35,000 | $832.3K | 0.4% | −69,000−66.3% | Reduced | History |
| UHGUnited Homes Group, Inc. | CL A | 42,584 | $180.1K | 0.1% | +42,584 | New | History |
Sold out since Q3 2024 (42)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| DELLDell Technologies Inc. | Stock | 200,000 | $23.7M | 5.3% | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 250,000 | $23.5M | 5.2% | History |
| CORCencora, Inc. | Stock | 75,000 | $16.9M | 3.8% | History |
| JDJD.com, Inc. | SPON ADS CL A | 420,000 | $16.8M | 3.7% | History |
| APPAppLovin Corp | COM CL A | 125,000 | $16.3M | 3.6% | History |
| SNSharkNinja, Inc. | COM SHS | 125,000 | $13.6M | 3.0% | History |
| CAVACava Group, Inc. | COM | 100,000 | $12.4M | 2.8% | History |
| RITMRithm Capital Corp. | REIT | 1,050,000 | $11.9M | 2.7% | History |
| TCOMTrip.com Group Ltd | ADS | 183,143 | $10.9M | 2.4% | History |
| ARMArm Holdings PLC | ADR | 75,000 | $10.7M | 2.4% | History |
| CHWYChewy, Inc. | CL A | 350,000 | $10.3M | 2.3% | History |
| PRPermian Resources Corp | CLASS A COM | 750,000 | $10.2M | 2.3% | History |
| CWSTCasella Waste Systems Inc | CL A | 100,500 | $10.0M | 2.2% | History |
| POLEUAndretti Acquisition Corp. II | UNIT 99/99/9999 | 800,000 | $8.00M | 1.8% | History |
| RDDTReddit, Inc. | Stock | 100,000 | $6.59M | 1.5% | History |
| HESMHess Midstream LP | CL A SHS | 180,000 | $6.35M | 1.4% | History |
| PACSPACS Group, Inc. | COM SHS | 150,000 | $6.00M | 1.3% | History |
| CNPCenterpoint Energy Inc | COM | 200,000 | $5.88M | 1.3% | History |
| FANGDiamondback Energy, Inc. | Stock | 32,500 | $5.60M | 1.2% | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 200,000 | $5.22M | 1.2% | History |
| BIRKBirkenstock Holding plc | COM SHS | 100,000 | $4.93M | 1.1% | History |
| HEHawaiian Electric Industries Inc | COM | 505,000 | $4.89M | 1.1% | History |
| MGYMagnolia Oil & Gas Corp | CL A | 200,000 | $4.88M | 1.1% | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 200,000 | $4.88M | 1.1% | History |
| VNOMViper Energy, Inc. | COM | 100,000 | $4.51M | 1.0% | History |
| TPGTPG Inc. | COM CL A | 75,000 | $4.32M | 1.0% | History |
| RXORXO, Inc. | COMMON STOCK | 150,000 | $4.20M | 0.9% | History |
| ODDOddity Tech Ltd | SHS CL A | 100,000 | $4.04M | 0.9% | History |
| IVTInvenTrust Properties Corp. | COM NEW | 126,000 | $3.57M | 0.8% | History |
| SPNTSiriusPoint Ltd | COM | 235,000 | $3.37M | 0.8% | History |
| CONConcentra Group Holdings Parent, Inc. | COMMON STOCK | 150,000 | $3.35M | 0.7% | History |
| PLMRPalomar Holdings, Inc. | Stock | 25,000 | $2.37M | 0.5% | History |
| MLNKMeridianLink, Inc. | COMMON STOCK | 100,000 | $2.06M | 0.5% | History |
| TRMDTORM plc | SHS CL A | 60,000 | $2.05M | 0.5% | History |
| AROCArchrock, Inc. | COM | 100,000 | $2.02M | 0.5% | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 50,000 | $1.99M | 0.4% | History |
| SDHCSmith Douglas Homes Corp. | COM SHS CL A | 50,000 | $1.89M | 0.4% | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 25,000 | $1.75M | 0.4% | History |
| AHRTAH Realty Trust, Inc. | COM | 134,000 | $1.45M | 0.3% | History |
| VTRSViatris Inc | Stock | 100,000 | $1.16M | 0.3% | History |
| PLTRPalantir Technologies Inc. | Stock | 25,000 | $930.0K | 0.2% | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 50,000 | $501.0K | 0.1% | History |