Seven Grand Managers
Latest statistics and disclosures from Seven Grand Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PR, ARM, SMCI, CRDO, PCG, and represent 40.70% of Seven Grand Managers's stock portfolio.
- Added to shares of these 10 stocks: PR (+$12M), SMCI (+$7.5M), CRDO (+$5.8M), SNOW, LVS, SPR, CWAN, CRBG, PCOR, BECN.
- Started 24 new stock positions in CPK, BECN, CWAN, NXT, SPR, DRS, SEAT, SBOW, CRBG, SN. LVS, CRDO, SMCI, PCOR, BIRK, SNOW, HG, FLNC, ATEC, NTNX, SKWD, VTMX, KVUE, ALIT.
- Reduced shares in these 10 stocks: , CNM (-$6.4M), ROL (-$5.4M), MSGE, HLMN, KGS, GTES, AACT.U, , HAYW.
- Sold out of its positions in APGE, ATMU, ENB, HAYW, HLVX, HLMN, CRGY, MSGE, CART, OSK. ROL, SPY, SVV, SBXC.U, RBOT, AACT.U, NETDU, AER.
- Seven Grand Managers was a net buyer of stock by $22M.
- Seven Grand Managers has $105M in assets under management (AUM), dropping by 40.28%.
- Central Index Key (CIK): 0001909126
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Portfolio Holdings for Seven Grand Managers
Seven Grand Managers holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Permian Resources Corp Class A Com (PR) | 12.0 | $13M | +3763% | 925k | 13.60 |
|
| Arm Holdings Sponsored Adr (ARM) | 10.8 | $11M | 150k | 75.14 |
|
|
| Super Micro Computer (SMCI) | 7.2 | $7.5M | NEW | 27k | 284.26 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 5.6 | $5.8M | NEW | 300k | 19.47 |
|
| PG&E Corporation (PCG) | 5.2 | $5.4M | +22% | 300k | 18.03 |
|
| Snowflake Cl A (SNOW) | 4.7 | $5.0M | NEW | 25k | 199.00 |
|
| Las Vegas Sands (LVS) | 4.7 | $4.9M | NEW | 100k | 49.21 |
|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 4.6 | $4.8M | NEW | 150k | 31.78 |
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 4.2 | $4.4M | NEW | 221k | 20.03 |
|
| Corebridge Finl (CRBG) | 4.1 | $4.3M | NEW | 200k | 21.66 |
|
| Procore Technologies (PCOR) | 3.3 | $3.5M | NEW | 50k | 69.22 |
|
| Core & Main Cl A (CNM) | 3.2 | $3.4M | -65% | 84k | 40.41 |
|
| Beacon Roofing Supply (BECN) | 3.1 | $3.3M | NEW | 38k | 87.02 |
|
| Chesapeake Utilities Corporation (CPK) | 2.5 | $2.6M | NEW | 25k | 105.63 |
|
| Birkenstock Holding Com Shs (BIRK) | 2.3 | $2.4M | NEW | 50k | 48.73 |
|
| Nutanix Cl A (NTNX) | 2.3 | $2.4M | NEW | 50k | 47.69 |
|
| Nextracker Class A Com (NXT) | 1.8 | $1.9M | NEW | 40k | 46.85 |
|
| Sharkninja Com Shs (SN) | 1.6 | $1.7M | NEW | 34k | 51.17 |
|
| Skyward Specialty Insurance Gr (SKWD) | 1.6 | $1.7M | NEW | 50k | 33.88 |
|
| Fluence Energy Com Cl A (FLNC) | 1.6 | $1.7M | NEW | 70k | 23.85 |
|
| Kenvue (KVUE) | 1.5 | $1.6M | NEW | 75k | 21.53 |
|
| Alphatec Hldgs Com New (ATEC) | 1.4 | $1.5M | NEW | 100k | 15.11 |
|
| Silverbow Resources (SBOW) | 1.4 | $1.5M | NEW | 50k | 29.08 |
|
| D R S Technologies (DRS) | 1.3 | $1.4M | NEW | 70k | 20.04 |
|
| Klaviyo Com Ser A (KVYO) | 1.3 | $1.4M | +150% | 50k | 27.78 |
|
| Kodiak Gas Svcs (KGS) | 1.3 | $1.4M | -61% | 68k | 20.08 |
|
| Hamilton Insurance Group CL B (HG) | 1.1 | $1.1M | NEW | 75k | 14.95 |
|
| Cava Group Ord (CAVA) | 1.0 | $1.1M | -30% | 25k | 42.98 |
|
| Vesta Real Estate Corp Ads (VTMX) | 0.8 | $792k | NEW | 20k | 39.62 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.6 | $671k | -75% | 50k | 13.42 |
|
| Alight Com Cl A (ALIT) | 0.6 | $640k | NEW | 75k | 8.53 |
|
| Dutch Bros Cl A (BROS) | 0.6 | $633k | -58% | 20k | 31.67 |
|
| Vivid Seats Com Cl A (SEAT) | 0.5 | $474k | NEW | 75k | 6.32 |
|
Past Filings by Seven Grand Managers
SEC 13F filings are viewable for Seven Grand Managers going back to 2021
- Seven Grand Managers 2023 Q4 filed Feb. 7, 2024
- Seven Grand Managers 2023 Q3 filed Nov. 14, 2023
- Seven Grand Managers 2023 Q2 filed Aug. 14, 2023
- Seven Grand Managers 2023 Q1 filed May 15, 2023
- Seven Grand Managers 2022 Q4 filed Feb. 14, 2023
- Seven Grand Managers 2022 Q3 filed Nov. 14, 2022
- Seven Grand Managers 2022 Q2 filed Aug. 11, 2022
- Seven Grand Managers 2022 Q1 filed May 13, 2022
- Seven Grand Managers 2021 Q4 filed Feb. 10, 2022