GRITSTONE ASSET MANAGEMENT LLC
CIK: 0001964236SEC EDGAR →
Portfolio Value
$104.8M
Holdings
148
As of
Q4 2025
New Positions
148
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — AGRICULTURE & NAT SOL ACQ CO | 484,858 | $155.0M | 147.90% |
| 2 | BOLD EAGLE ACQUISITION CORP | 393,893 | $126.0M | 120.23% |
| 3 | LEGATO MERGER CORP III | 231,590 | $94.0M | 89.69% |
| 4 | ARTIUS II ACQUISITION INC | 197,655 | $65.0M | 62.02% |
| 5 | EQV VENTURES ACQUISITION COR | 134,243 | $64.0M | 61.07% |
| 6 | GP-ACT III ACQUISITION CORP | 217,248 | $58.0M | 55.34% |
| 7 | HENNESSY CAP INVT CORP VII | 197,900 | $55.0M | 52.48% |
| 8 | CENTURION ACQUISITION CORP | 145,495 | $46.0M | 43.89% |
| 9 | GRAF GLOBAL CORP | 87,337 | $39.0M | 37.21% |
| 10 | FLAG SHIP ACQUISITION CORP | 182,371 | $39.0M | 37.21% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (148)
AGRICULTURE & NAT SOL ACQ CO
$155.0M · 485K shares
$126.0M · 394K shares
$94.0M · 232K shares
$65.0M · 198K shares
$64.0M · 134K shares
$58.0M · 217K shares
$55.0M · 198K shares
$46.0M · 145K shares
$39.0M · 87K shares
$39.0M · 182K shares
$34.0M · 119K shares
INFLECTION PT ACQUISITION CO
$33.0M · 89K shares
$33.0M · 74K shares
$28.0M · 148K shares
NEWHOLD INVT CORP III
$27.0M · 62K shares
$27.0M · 75K shares
$25.0M · 100K shares
LIONHEART HOLDINGS
$24.0M · 146K shares
$23.0M · 73K shares
$22.0M · 49K shares
$22.0M · 67K shares
$20.0M · 73K shares
$20.0M · 81K shares
$20.0M · 63K shares
$20.0M · 98K shares
$19.0M · 99K shares
ALCHEMY INVTS ACQUISITN CORP
$19.0M · 94K shares
$19.0M · 149K shares
$18.0M · 49K shares
$17.0M · 50K shares
$17.0M · 64K shares
$16.0M · 76K shares
$16.0M · 33K shares
$16.0M · 49K shares
$15.0M · 50K shares
$15.0M · 99K shares
$15.0M · 49K shares
$15.0M · 49K shares
$14.0M · 35K shares
$13.0M · 54K shares
$13.0M · 62K shares
TRANSLATIONAL DEV ACQUISITIO
$12.0M · 42K shares
$12.0M · 49K shares
$12.0M · 33K shares
$11.0M · 33K shares
$11.0M · 25K shares
$10.0M · 25K shares
$9.0M · 447K shares
$9.0M · 25K shares
$9.0M · 39K shares
$9.0M · 35K shares
$9.0M · 35K shares
$9.0M · 49K shares
$8.0M · 17K shares
$8.0M · 50K shares
APEX TREAS CORP
$6.0M · 25K shares
$6.0M · 44K shares
$4.2M · 403K shares
$4.2M · 395K shares
$4.1M · 394K shares
$3.6M · 344K shares
$3.1M · 291K shares
$3.1M · 291K shares
$3.0M · 12K shares
$2.1M · 197K shares
$2.1M · 197K shares
$2.1M · 198K shares
$2.0M · 198K shares
$2.0M · 198K shares
$2.0M · 195K shares
$2.0M · 187K shares
$1.9M · 175K shares
$1.6M · 149K shares
$1.5M · 147K shares
$1.5M · 149K shares
$1.5M · 150K shares
$1.5M · 150K shares
$1.5M · 150K shares
$1.4M · 134K shares
$1.3M · 124K shares
$1.3M · 127K shares
$1.3M · 125K shares
$1.3M · 125K shares
$1.3M · 124K shares
$1.3M · 125K shares
$1.3M · 125K shares
$1.2M · 125K shares
SILICON VY ACQUISITION CORP
$1.2M · 125K shares
$1.1M · 106K shares
$1.0M · 100K shares
$1.0M · 99K shares
$1.0M · 100K shares
$1.0M · 99K shares
SPRING VY ACQUISITION CORP I
$1.0M · 100K shares
$1.0M · 99K shares
$1.0M · 99K shares
$1.0M · 99K shares
$1.0M · 99K shares
$1.0M · 100K shares
$1.0M · 99K shares
$1.0M · 100K shares
$1.0M · 99K shares
$999K · 100K shares
$998K · 99K shares
$991K · 99K shares
$947K · 73K shares
$892K · 87K shares
$877K · 84K shares
$756K · 75K shares
$755K · 75K shares
GENERAL PURP ACQUISITION COR
$750K · 75K shares
$742K · 75K shares
$696K · 69K shares
$665K · 63K shares
$569K · 50K shares
$504K · 49K shares
$503K · 50K shares
$502K · 50K shares
$502K · 50K shares
$501K · 49K shares
$501K · 50K shares
$500K · 49K shares
$499K · 49K shares
$498K · 50K shares
APEX TREAS CORP
$494K · 50K shares
$494K · 50K shares
$493K · 50K shares
$492K · 50K shares
$402K · 40K shares
$348K · 35K shares
$250K · 25K shares
$177K · 98K shares
$160K · 104K shares
$144K · 197K shares
$139K · 158K shares
$125K · 13K shares
CRANE HBR ACQUISITION CORP
$119K · 149K shares
$108K · 197K shares
$73K · 74K shares
$56K · 79K shares
$45K · 66K shares
$39K · 49K shares
$29K · 50K shares
$28K · 49K shares
$27K · 50K shares
SPRING VY ACQUISITION CORP I
$20K · 33K shares
$13K · 17K shares
$7K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 121 | $1.2B | 75.1% |
| Unknown | 14 | $281.7M | 17.4% |
| Technology | 10 | $105.5M | 6.5% |
| Energy | 3 | $16.2M | 1.0% |