SEVEN GRAND MANAGERS, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$428.3B
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KDPKEURIG DR PEPPER INC | 1,500,000 | $51.3B | 11.98% | |
| 2 | NDAQNASDAQ INC | 500,000 | $37.9B | 8.86% | |
| 3 | PRMBPRIMO BRANDS CORPORATION | 1,000,000 | $35.5B | 8.29% | |
| 4 | SOSOUTHERN CO | 300,000 | $27.6B | 6.44% | |
| 5 | ETRENTERGY CORP NEW | 300,000 | $25.6B | 5.99% | |
| 6 | WAYWAYSTAR HLDG CORP | 500,000 | $18.7B | 4.36% | |
| 7 | CYBRCYBERARK SOFTWARE LTD | 50,000 | $16.9B | 3.95% | |
| 8 | SAROSTANDARDAERO INC | 625,000 | $16.6B | 3.89% | |
| 9 | AEPAMERICAN ELEC PWR CO INC | 150,000 | $16.4B | 3.83% | |
| 10 | LPLALPL FINL HLDGS INC | 50,000 | $16.4B | 3.82% | |
| 11 | ULSUL SOLUTIONS INC | 250,000 | $14.1B | 3.29% | |
| 12 | LINELINEAGE INC | 200,000 | $11.7B | 2.74% | |
| 13 | KRMNKARMAN HLDGS INC | 350,000 | $11.7B | 2.73% | |
| 14 | OSONESTREAM INC | 500,000 | $10.7B | 2.49% | |
| 15 | SAILSAILPOINT INC | 500,000 | $9.4B | 2.19% | |
| 16 | VNOMUSDVIPER ENERGY INC | 200,000 | $9.0B | 2.11% | |
| 17 | FGF&G ANNUITIES & LIFE INC | 250,000 | $9.0B | 2.10% | |
| 18 | ASAMER SPORTS INC | 300,000 | $8.0B | 1.87% | |
| 19 | KGSKODIAK GAS SVCS INC | 200,000 | $7.5B | 1.74% | |
| 20 | LBLANDBRIDGE COMPANY LLC | 100,000 | $7.2B | 1.68% | |
| 21 | TTANSERVICETITAN INC | 75,000 | $7.1B | 1.67% | |
| 22 | LOARLOAR HOLDINGS INC | 100,000 | $7.1B | 1.65% | |
| 23 | TBBBBBB FOODS INC | 250,000 | $6.7B | 1.56% | |
| 24 | MRXMAREX GROUP PLC | 175,000 | $6.2B | 1.44% | |
| 25 | SFDSMITHFIELD FOODS INC | 250,000 | $5.1B | 1.19% | |
| 26 | AESIATLAS ENERGY SOLUTIONS INC | 250,000 | $4.5B | 1.04% | |
| 27 | CRWVCOREWEAVE INC | 115,000 | $4.3B | 1.00% | |
| 28 | ADTADT INC DEL | 500,000 | $4.1B | 0.95% | |
| 29 | CRGYCRESCENT ENERGY COMPANY | 250,000 | $2.8B | 0.66% | |
| 30 | BTSGBRIGHTSPRING HEALTH SVCS INC | 150,000 | $2.7B | 0.63% | |
| 31 | CWANCLEARWATER ANALYTICS HLDGS I | 100,000 | $2.7B | 0.63% | |
| 32 | GRDNGUARDIAN PHARMACY SVCS INC | 100,000 | $2.1B | 0.50% | |
| 33 | BOWBOWHEAD SPECIALTY HLDGS INC | 50,000 | $2.0B | 0.47% | |
| 34 | AMTMAMENTUM HOLDINGS INC | 100,000 | $1.8B | 0.42% | |
| 35 | FLOCFLOWCO HLDGS INC | 70,000 | $1.8B | 0.42% | |
| 36 | KLCKINDERCARE LEARNING COMPANIE | 150,000 | $1.7B | 0.41% | |
| 37 | ARDTARDENT HEALTH PARTNERS INC | 100,000 | $1.4B | 0.32% | |
| 38 | TTAMTITAN AMER SA | 70,000 | $946.4M | 0.22% | |
| 39 | TWFGTWFG INC | 30,000 | $927.3M | 0.22% | |
| 40 | INRINFINITY NAT RES INC | 35,000 | $656.3M | 0.15% | |
| 41 | GSHRGESHER ACQUISITION CORP. II | 49,918 | $500.7M | 0.12% |