Seven Grand Managers, LLC
- SEC CIK
- 0001909126
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 62
- +21 vs. Q1 2025
- Portfolio value
- $833.8M
- +$405.5M (+94.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BROBrown & Brown, Inc. | Stock | 750,000 | $83.2M | 10.0% | +750,000 | New | History |
| MSFTMicrosoft Corp | Stock | 122,793 | $61.1M | 7.3% | +122,793 | New | History |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 2,000,000 | $59.2M | 7.1% | +1,000,000+100.0% | Added | History |
| NDAQNasdaq, Inc. | COM | 500,000 | $44.7M | 5.4% | 00.0% | Unchanged | History |
| TTANServiceTitan, Inc. | SHS CL A | 270,000 | $28.9M | 3.5% | +195,000+260.0% | Added | History |
| GLXYGalaxy Digital Inc. | CL A | 1,250,000 | $27.4M | 3.3% | +1,250,000 | New | History |
| WAYWaystar Holding Corp. | COM | 600,000 | $24.5M | 2.9% | +100,000+20.0% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 100,000 | $24.3M | 2.9% | +100,000 | New | History |
| OSOneStream, Inc. | CL A | 850,000 | $24.1M | 2.9% | +350,000+70.0% | Added | History |
| SAROStandardAero, Inc. | COM | 750,000 | $23.7M | 2.8% | +125,000+20.0% | Added | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 500,000 | $23.2M | 2.8% | +500,000 | New | History |
| LYVLive Nation Entertainment, Inc. | COM | 150,000 | $22.7M | 2.7% | +150,000 | New | History |
| SNDKSandisk Corp | COM | 500,000 | $22.7M | 2.7% | +500,000 | New | History |
| LPLALPL Financial Holdings Inc. | COM | 50,000 | $18.7M | 2.2% | 00.0% | Unchanged | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 250,000 | $18.2M | 2.2% | 00.0% | Unchanged | History |
| KRMNKarman Holdings Inc. | COMMON STOCK | 350,000 | $17.6M | 2.1% | 00.0% | Unchanged | History |
| MRXMarex Group Ltd | ORD | 446,374 | $17.6M | 2.1% | +271,374+155.1% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 150,000 | $15.6M | 1.9% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 693,540 | $14.9M | 1.8% | +693,540 | New | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 667,103 | $14.6M | 1.8% | +567,103+567.1% | Added | History |
| HNGEHinge Health, Inc. | CL A | 250,000 | $12.9M | 1.6% | +250,000 | New | History |
| ASAmer Sports, Inc. | COM SHS | 300,000 | $11.6M | 1.4% | 00.0% | Unchanged | History |
| SAILSailPoint, Inc. | COM | 500,000 | $11.4M | 1.4% | 00.0% | Unchanged | History |
| ESLTElbit Systems Ltd | Stock | 25,000 | $11.2M | 1.3% | +25,000 | New | History |
| OKLOOklo Inc. | COM CL A | 200,000 | $11.2M | 1.3% | +200,000 | New | History |
| GGALGrupo Financiero Galicia SA | SPONSORED ADR | 200,000 | $10.1M | 1.2% | +200,000 | New | History |
| BIRKBirkenstock Holding plc | COM SHS | 200,000 | $9.84M | 1.2% | +200,000 | New | History |
| LINELineage, Inc. | COM | 200,000 | $8.70M | 1.0% | 00.0% | Unchanged | History |
| IDAIdacorp Inc | COM | 75,000 | $8.66M | 1.0% | +75,000 | New | History |
| LOARLoar Holdings Inc. | COM SHS | 100,000 | $8.62M | 1.0% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 54,000 | $8.25M | 1.0% | +54,000 | New | History |
| AAPLApple Inc. | Stock | 40,000 | $8.21M | 1.0% | +40,000 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 90,000 | $8.11M | 1.0% | +90,000 | New | History |
| ANSSAnsys Inc | COM | 23,000 | $8.08M | 1.0% | +23,000 | New | History |
| VNOMViper Energy, Inc. | COM | 200,000 | $7.63M | 0.9% | 00.0% | Unchanged | History |
| MMYTMakeMyTrip Ltd | Stock | 75,000 | $7.35M | 0.9% | +75,000 | New | History |
| CARRCarrier Global Corp | Stock | 100,000 | $7.32M | 0.9% | +100,000 | New | History |
| CALMCal-Maine Foods Inc | COM NEW | 70,000 | $6.97M | 0.8% | +70,000 | New | History |
| TBBBBBB Foods Inc | CL A COM | 250,000 | $6.94M | 0.8% | 00.0% | Unchanged | History |
| VOYGVoyager Technologies, Inc. | COM CL A | 175,000 | $6.87M | 0.8% | +175,000 | New | History |
| KGSKodiak Gas Services, Inc. | COM | 200,000 | $6.85M | 0.8% | 00.0% | Unchanged | History |
| LBLandBridge Co LLC | CL A | 100,000 | $6.76M | 0.8% | 00.0% | Unchanged | History |
| CHWYChewy, Inc. | CL A | 150,000 | $6.39M | 0.8% | +150,000 | New | History |
| SFDSmithfield Foods Inc | COM | 250,000 | $5.88M | 0.7% | 00.0% | Unchanged | History |
| GRDNGuardian Pharmacy Services, Inc. | CL A | 200,000 | $4.26M | 0.5% | +100,000+100.0% | Added | History |
| ADTADT Inc. | COM | 500,000 | $4.24M | 0.5% | 00.0% | Unchanged | History |
| COCOVita Coco Company, Inc. | COM | 100,000 | $3.61M | 0.4% | +100,000 | New | History |
| BTSGBrightSpring Health Services, Inc. | COM | 150,000 | $3.54M | 0.4% | 00.0% | Unchanged | History |
| CHYMChime Financial, Inc. | COM SHS CL A | 100,000 | $3.45M | 0.4% | +100,000 | New | History |
| AESIAtlas Energy Solutions Inc. | COM NEW | 250,000 | $3.34M | 0.4% | 00.0% | Unchanged | History |
| SITMSITIME Corp | COM | 15,000 | $3.20M | 0.4% | +15,000 | New | History |
| CRGYCrescent Energy Co | CL A COM | 250,000 | $2.15M | 0.3% | 00.0% | Unchanged | History |
| Aspen Insurance Holdings LtdG05384501 | ORD SHS CL A | 60,000 | $1.89M | 0.2% | +60,000 | New | – |
| BOWBowhead Specialty Holdings Inc. | COM SHS | 50,000 | $1.88M | 0.2% | 00.0% | Unchanged | History |
| ETOReToro Group Ltd. | SHS CL A | 25,000 | $1.66M | 0.2% | +25,000 | New | History |
| TWFGTWFG, Inc. | COM CL A | 40,000 | $1.40M | 0.2% | +10,000+33.3% | Added | History |
| CAICaris Life Sciences, Inc. | COM | 50,000 | $1.34M | 0.2% | +50,000 | New | History |
| FLOCFlowco Holdings Inc. | COM CL A | 70,000 | $1.25M | 0.1% | 00.0% | Unchanged | History |
| ECVTEcovyst Inc. | COM | 150,000 | $1.23M | 0.1% | +150,000 | New | History |
| AIIAmerican Integrity Insurance Group, Inc. | COM | 50,000 | $919.5K | 0.1% | +50,000 | New | History |
| INRInfinity Natural Resources, Inc. | COM CL A | 50,000 | $915.5K | 0.1% | +15,000+42.9% | Added | History |
| MNTNMNTN, Inc. | CL A | 24,500 | $535.8K | 0.1% | +24,500 | New | History |
Sold out since Q1 2025 (11)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| KDPKeurig Dr Pepper Inc. | COM | 1,500,000 | $51.3M | 12.0% | History |
| SOSouthern Co | Stock | 300,000 | $27.6M | 6.4% | History |
| ETREntergy Corp | COM | 300,000 | $25.6M | 6.0% | History |
| Cyberark Software LtdM2682V108 | SHS | 50,000 | $16.9M | 3.9% | – |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 250,000 | $9.01M | 2.1% | History |
| CRWVCoreWeave, Inc. | Stock | 115,000 | $4.26M | 1.0% | History |
| AMTMAmentum Holdings, Inc. | COM | 100,000 | $1.82M | 0.4% | History |
| KLCKinderCare Learning Companies, Inc. | COM | 150,000 | $1.74M | 0.4% | History |
| ARDTArdent Health, Inc. | COM | 100,000 | $1.38M | 0.3% | History |
| TTAMTitan America SA | Stock | 70,000 | $946.4K | 0.2% | History |
| GSHRUGesher Acquisition Corp. II | UNIT 03/11/2030 | 49,918 | $500.7K | 0.1% | History |