Grizzlyrock Capital as of March 31, 2026
Portfolio Holdings for Grizzlyrock Capital
Grizzlyrock Capital holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferroglobe SHS (GSM) | 11.8 | $15M | 3.6M | 4.12 | |
| Driven Brands Hldgs (DRVN) | 11.7 | $15M | 1.2M | 12.61 | |
| Magnite Ord (MGNI) | 11.7 | $15M | 1.2M | 11.88 | |
| AMN Healthcare Services (AMN) | 10.5 | $13M | 725k | 18.34 | |
| Olin Corp Com Par $1 (OLN) | 10.5 | $13M | 445k | 29.73 | |
| Euronet Worldwide (EEFT) | 8.8 | $11M | 167k | 66.37 | |
| The Real Brokerage Com New (REAX) | 7.2 | $9.1M | 3.6M | 2.50 | |
| Amentum Holdings (AMTM) | 6.0 | $7.5M | 289k | 26.08 | |
| Xponential Fitness Com Cl A (XPOF) | 4.7 | $6.0M | 995k | 6.02 | |
| Ryerson Tull (RYZ) | 4.6 | $5.8M | 260k | 22.48 | |
| Janus International Group In Common Stock (JBI) | 2.6 | $3.2M | 627k | 5.15 | |
| Golar Lng SHS (GLNG) | 2.5 | $3.1M | 58k | 54.11 | |
| Acv Auctions Com Cl A (ACVA) | 2.5 | $3.1M | 731k | 4.24 | |
| Landec Corporation (LFCR) | 2.4 | $3.1M | 828k | 3.72 | |
| Genesis Energy Unit Ltd Partn (GEL) | 1.0 | $1.3M | 73k | 17.83 | |
| Powerfleet (AIOT) | 1.0 | $1.2M | 401k | 3.08 | |
| Enerflex (EFXT) | 0.4 | $502k | 24k | 20.92 | |
| Orion Engineered Carbons (OEC) | 0.2 | $257k | 40k | 6.50 |
