Grizzlyrock Capital as of March 31, 2025
Portfolio Holdings for Grizzlyrock Capital
Grizzlyrock Capital holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferroglobe SHS (GSM) | 14.6 | $16M | 4.4M | 3.71 | |
| Driven Brands Hldgs (DRVN) | 13.3 | $15M | 855k | 17.14 | |
| Magnite Ord (MGNI) | 9.3 | $10M | 899k | 11.41 | |
| Genesis Energy Unit Ltd Partn (GEL) | 9.1 | $10M | 637k | 15.69 | |
| Perrigo SHS (PRGO) | 7.3 | $8.1M | 288k | 28.04 | |
| Xperi Common Stock (XPER) | 6.2 | $6.9M | 891k | 7.72 | |
| Darling International (DAR) | 5.8 | $6.4M | 204k | 31.24 | |
| Tidewater (TDW) | 4.8 | $5.3M | 126k | 42.27 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 4.8 | $5.3M | 1.8M | 3.02 | |
| Caesars Entertainment (CZR) | 3.9 | $4.3M | 171k | 25.00 | |
| Amentum Holdings (AMTM) | 2.7 | $3.0M | 164k | 18.20 | |
| Everi Hldgs (EVRI) | 2.5 | $2.7M | 200k | 13.67 | |
| Hudson Technologies (HDSN) | 2.4 | $2.7M | 435k | 6.17 | |
| Green Plains Renewable Energy (GPRE) | 2.4 | $2.6M | 542k | 4.85 | |
| Clearwater Paper (CLW) | 2.3 | $2.5M | 100k | 25.37 | |
| AMN Healthcare Services (AMN) | 2.3 | $2.5M | 103k | 24.46 | |
| Orion Engineered Carbons (OEC) | 2.3 | $2.5M | 194k | 12.93 | |
| Opal Fuels Class A Com (OPAL) | 1.7 | $1.9M | 1.0M | 1.84 | |
| Shoals Technologies Group In Cl A (SHLS) | 1.5 | $1.6M | 494k | 3.32 | |
| Meta Financial (CASH) | 0.6 | $627k | 8.6k | 72.95 | |
| Enerflex (EFXT) | 0.2 | $186k | 24k | 7.73 |
