Seven Grand Managers as of Dec. 31, 2024
Portfolio Holdings for Seven Grand Managers
Seven Grand Managers holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nasdaq Omx (NDAQ) | 10.6 | $23M | 300k | 77.31 | |
| Cyberark Software SHS (CYBR) | 7.6 | $17M | 50k | 333.15 | |
| Ul Solutions Class A Com Shs (ULS) | 5.7 | $13M | 250k | 49.88 | |
| Boeing Company (BA) | 4.1 | $8.9M | 50k | 177.00 | |
| Viking Holdings Ord Shs (VIK) | 4.0 | $8.8M | 200k | 44.06 | |
| Lineage (LINE) | 4.0 | $8.8M | 150k | 58.57 | |
| Onestream Cl A (OS) | 3.9 | $8.6M | 300k | 28.52 | |
| Camping World Hldgs Cl A (CWH) | 3.9 | $8.4M | 400k | 21.08 | |
| Amer Sports Com Shs (AS) | 3.8 | $8.4M | 300k | 27.96 | |
| Kodiak Gas Svcs (KGS) | 3.7 | $8.2M | 200k | 40.83 | |
| Loar Holdings Com Shs (LOAR) | 3.7 | $8.1M | 110k | 73.91 | |
| PG&E Corporation (PCG) | 3.7 | $8.1M | 400k | 20.18 | |
| Standardaero (SARO) | 3.4 | $7.4M | 300k | 24.76 | |
| Crescent Energy Company Cl A Com (CRGY) | 3.3 | $7.3M | 500k | 14.61 | |
| Arthur J. Gallagher & Co. (AJG) | 3.2 | $7.1M | 25k | 283.85 | |
| Astera Labs (ALAB) | 3.0 | $6.6M | 50k | 132.45 | |
| Landbridge Company Cl A (LB) | 3.0 | $6.5M | 100k | 64.60 | |
| Waystar Holding Corp (WAY) | 2.5 | $5.5M | 150k | 36.70 | |
| Corebridge Finl (CRBG) | 2.1 | $4.5M | 150k | 29.93 | |
| Servicetitan Shs Cl A (TTAN) | 1.9 | $4.1M | 40k | 102.87 | |
| Abacus Life Cl A (ABL) | 1.8 | $4.0M | 508k | 7.83 | |
| Marex Group Ord (MRX) | 1.8 | $3.9M | 125k | 31.17 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 1.7 | $3.7M | 135k | 27.52 | |
| Associated Banc- (ASB) | 1.6 | $3.6M | 150k | 23.90 | |
| Bbb Foods Cl A Com (TBBB) | 1.6 | $3.5M | 125k | 28.28 | |
| Adt (ADT) | 1.6 | $3.5M | 500k | 6.91 | |
| Semtech Corporation (SMTC) | 1.4 | $3.1M | 50k | 61.85 | |
| Kindercare Learning Companie (KLC) | 1.2 | $2.7M | 150k | 17.80 | |
| Brightspring Health Svcs (BTSG) | 1.2 | $2.6M | 150k | 17.03 | |
| Ardent Health Partners (ARDT) | 1.0 | $2.1M | 125k | 17.08 | |
| Guardian Pharmacy Svcs Cl A (GRDN) | 0.9 | $2.0M | 100k | 20.26 | |
| Bowhead Specialty Hldgs Com Shs (BOW) | 0.8 | $1.8M | 50k | 35.52 | |
| Rubrik Cl A (RBRK) | 0.7 | $1.6M | 25k | 65.36 | |
| Ingram Micro Hldg Corp (INGM) | 0.4 | $970k | 50k | 19.39 | |
| TWFG Com Cl A (TWFG) | 0.4 | $924k | 30k | 30.80 | |
| Bkv Corp (BKV) | 0.4 | $832k | 35k | 23.78 | |
| United Homes Group Cl A (UHG) | 0.1 | $180k | 43k | 4.23 |
