Seven Grand Managers as of Sept. 30, 2024
Portfolio Holdings for Seven Grand Managers
Seven Grand Managers holds 65 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nasdaq Omx (NDAQ) | 8.1 | $37M | 500k | 73.01 | |
| Lineage (LINE) | 5.4 | $24M | 310k | 78.38 | |
| Dell Technologies CL C (DELL) | 5.3 | $24M | 200k | 118.54 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 5.2 | $24M | 250k | 93.85 | |
| AmerisourceBergen (COR) | 3.8 | $17M | 75k | 225.08 | |
| Jd.com Spon Ads Cl A (JD) | 3.7 | $17M | 420k | 40.00 | |
| Applovin Corp Com Cl A (APP) | 3.6 | $16M | 125k | 130.55 | |
| Sharkninja Com Shs (SN) | 3.0 | $14M | 125k | 108.71 | |
| Cava Group Ord (CAVA) | 2.8 | $12M | 100k | 123.85 | |
| Ul Solutions Class A Com Shs (ULS) | 2.7 | $12M | 250k | 49.30 | |
| Rithm Capital Corp Com New (RITM) | 2.7 | $12M | 1.1M | 11.35 | |
| Viking Holdings Ord Shs (VIK) | 2.5 | $11M | 325k | 34.89 | |
| Trip Com Group Ads (TCOM) | 2.4 | $11M | 183k | 59.43 | |
| Arm Holdings Sponsored Ads (ARM) | 2.4 | $11M | 75k | 143.01 | |
| Chewy Cl A (CHWY) | 2.3 | $10M | 350k | 29.29 | |
| Permian Resources Corp Class A Com (PR) | 2.3 | $10M | 750k | 13.61 | |
| Casella Waste Sys Cl A (CWST) | 2.2 | $10M | 101k | 99.49 | |
| Corebridge Finl (CRBG) | 1.9 | $8.7M | 300k | 29.16 | |
| Andretti Acquisition Corp Ii Unit 99/99/9999 (POLEU) | 1.8 | $8.0M | 800k | 10.00 | |
| Loar Holdings Com Shs (LOAR) | 1.7 | $7.5M | 100k | 74.59 | |
| Onestream Cl A (OS) | 1.5 | $6.8M | 200k | 33.90 | |
| Reddit Cl A (RDDT) | 1.5 | $6.6M | 100k | 65.92 | |
| Astera Labs (ALAB) | 1.5 | $6.5M | 125k | 52.39 | |
| Hess Midstream Cl A Shs (HESM) | 1.4 | $6.3M | 180k | 35.27 | |
| Pacs Group Com Shs (PACS) | 1.3 | $6.0M | 150k | 39.97 | |
| CenterPoint Energy (CNP) | 1.3 | $5.9M | 200k | 29.42 | |
| Diamondback Energy (FANG) | 1.2 | $5.6M | 33k | 172.40 | |
| American Healthcare Reit Com Shs (AHR) | 1.2 | $5.2M | 200k | 26.10 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.1 | $5.1M | 200k | 25.25 | |
| Birkenstock Holding Com Shs (BIRK) | 1.1 | $4.9M | 100k | 49.29 | |
| Hawaiian Electric Industries (HE) | 1.1 | $4.9M | 505k | 9.68 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 1.1 | $4.9M | 200k | 24.42 | |
| Life Time Group Holdings Common Stock (LTH) | 1.1 | $4.9M | 200k | 24.42 | |
| Viper Energy Cl A | 1.0 | $4.5M | 100k | 45.11 | |
| Crescent Energy Company Cl A Com (CRGY) | 1.0 | $4.4M | 400k | 10.95 | |
| TPG Com Cl A (TPG) | 1.0 | $4.3M | 75k | 57.56 | |
| Rxo Common Stock (RXO) | 0.9 | $4.2M | 150k | 28.00 | |
| Waystar Holding Corp (WAY) | 0.9 | $4.2M | 150k | 27.89 | |
| Kodiak Gas Svcs (KGS) | 0.9 | $4.1M | 140k | 29.00 | |
| Oddity Tech Shs Cl A (ODD) | 0.9 | $4.0M | 100k | 40.38 | |
| Landbridge Company Cl A (LB) | 0.9 | $3.9M | 100k | 39.12 | |
| Inventrust Pptys Corp Com New (IVT) | 0.8 | $3.6M | 126k | 28.37 | |
| Siriuspoint (SPNT) | 0.8 | $3.4M | 235k | 14.34 | |
| Concentra Group Holdings Par Common Stock (CON) | 0.7 | $3.4M | 150k | 22.36 | |
| Guardian Pharmacy Svcs Cl A (GRDN) | 0.6 | $2.5M | 150k | 16.80 | |
| Palomar Hldgs (PLMR) | 0.5 | $2.4M | 25k | 94.67 | |
| Ardent Health Partners (ARDT) | 0.5 | $2.3M | 125k | 18.38 | |
| Brightspring Health Svcs (BTSG) | 0.5 | $2.2M | 150k | 14.68 | |
| Meridianlink Common Stock (MLNK) | 0.5 | $2.1M | 100k | 20.57 | |
| Torm Shs Cl A (TRMD) | 0.5 | $2.1M | 60k | 34.19 | |
| Archrock (AROC) | 0.5 | $2.0M | 100k | 20.24 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.4 | $2.0M | 50k | 39.88 | |
| Bkv Corp (BKV) | 0.4 | $1.9M | 104k | 18.29 | |
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 0.4 | $1.9M | 50k | 37.78 | |
| Marex Group Ord (MRX) | 0.4 | $1.8M | 75k | 23.62 | |
| Posco Holdings Sponsored Adr (PKX) | 0.4 | $1.7M | 25k | 69.99 | |
| Rubrik Cl A (RBRK) | 0.4 | $1.6M | 50k | 32.15 | |
| Amer Sports Com Shs (AS) | 0.4 | $1.6M | 100k | 15.95 | |
| Armada Hoffler Pptys (AHH) | 0.3 | $1.5M | 134k | 10.83 | |
| Bowhead Specialty Hldgs Com Shs (BOW) | 0.3 | $1.4M | 50k | 28.01 | |
| Abacus Life Cl A (ABL) | 0.3 | $1.3M | 125k | 10.12 | |
| Viatris (VTRS) | 0.3 | $1.2M | 100k | 11.61 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $930k | 25k | 37.20 | |
| TWFG Com Cl A (TWFG) | 0.2 | $814k | 30k | 27.12 | |
| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 0.1 | $501k | 50k | 10.02 |