Seven Grand Managers

Seven Grand Managers as of June 30, 2025

Portfolio Holdings for Seven Grand Managers

Seven Grand Managers holds 62 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Brown & Brown (BRO) 10.0 $83M 750k 110.87
Microsoft Corporation (MSFT) 7.3 $61M 123k 497.41
Primo Brands Corporation Class A Com Shs (PRMB) 7.1 $59M 2.0M 29.62
Nasdaq Omx (NDAQ) 5.4 $45M 500k 89.42
Servicetitan Shs Cl A (TTAN) 3.5 $29M 270k 107.18
Galaxy Digital Cl A (GLXY) 3.3 $27M 1.3M 21.90
Waystar Holding Corp (WAY) 2.9 $25M 600k 40.87
Take-Two Interactive Software (TTWO) 2.9 $24M 100k 242.85
Onestream Cl A (OS) 2.9 $24M 850k 28.30
Standardaero (SARO) 2.8 $24M 750k 31.65
Kratos Defense & Sec Solutio Com New (KTOS) 2.8 $23M 500k 46.45
Live Nation Entertainment (LYV) 2.7 $23M 150k 151.28
Sandisk Corp (SNDK) 2.7 $23M 500k 45.35
Lpl Financial Holdings (LPLA) 2.2 $19M 50k 374.97
Ul Solutions Class A Com Shs (ULS) 2.2 $18M 250k 72.86
Karman Hldgs Common Stock (KRMN) 2.1 $18M 350k 50.37
Marex Group Ord (MRX) 2.1 $18M 446k 39.47
American Electric Power Company (AEP) 1.9 $16M 150k 103.76
Qxo Com New (QXO) 1.8 $15M 694k 21.54
Clearwater Analytics Hldgs I Cl A (CWAN) 1.8 $15M 667k 21.93
Hinge Health Cl A (HNGE) 1.6 $13M 250k 51.75
Amer Sports Com Shs (AS) 1.4 $12M 300k 38.76
Sailpoint (SAIL) 1.4 $11M 500k 22.86
Elbit Sys Ord (ESLT) 1.3 $11M 25k 449.50
Oklo Com Cl A (OKLO) 1.3 $11M 200k 55.99
Grupo Financiero Galicia Sponsored Adr (GGAL) 1.2 $10M 200k 50.39
Birkenstock Holding Com Shs (BIRK) 1.2 $9.8M 200k 49.18
Lineage (LINE) 1.0 $8.7M 200k 43.52
Ida (IDA) 1.0 $8.7M 75k 115.45
Loar Holdings Com Shs (LOAR) 1.0 $8.6M 100k 86.17
Johnson & Johnson (JNJ) 1.0 $8.2M 54k 152.75
Apple (AAPL) 1.0 $8.2M 40k 205.17
O'reilly Automotive (ORLY) 1.0 $8.1M 90k 90.13
Ansys (ANSS) 1.0 $8.1M 23k 351.22
Viper Energy Cl A 0.9 $7.6M 200k 38.13
Makemytrip Limited Mauritius SHS (MMYT) 0.9 $7.4M 75k 98.02
Carrier Global Corporation (CARR) 0.9 $7.3M 100k 73.19
Cal Maine Foods Com New (CALM) 0.8 $7.0M 70k 99.63
Bbb Foods Cl A Com (TBBB) 0.8 $6.9M 250k 27.76
Voyager Technologies Com Cl A (VOYG) 0.8 $6.9M 175k 39.25
Kodiak Gas Svcs (KGS) 0.8 $6.9M 200k 34.27
Landbridge Company Cl A (LB) 0.8 $6.8M 100k 67.58
Chewy Cl A (CHWY) 0.8 $6.4M 150k 42.62
Smithfield Foods Inc Common Stock Usd.5 (SFD) 0.7 $5.9M 250k 23.53
Guardian Pharmacy Svcs Cl A (GRDN) 0.5 $4.3M 200k 21.31
Adt (ADT) 0.5 $4.2M 500k 8.47
Vita Coco Co Inc/the (COCO) 0.4 $3.6M 100k 36.10
Brightspring Health Svcs (BTSG) 0.4 $3.5M 150k 23.59
Chime Finl Com Shs Cl A (CHYM) 0.4 $3.5M 100k 34.51
Atlas Energy Solutions Com New (AESI) 0.4 $3.3M 250k 13.37
Sitime Corp (SITM) 0.4 $3.2M 15k 213.08
Crescent Energy Company Cl A Com (CRGY) 0.3 $2.2M 250k 8.60
Aspen Insurance Holdings Ord Shs Cl A (AHL) 0.2 $1.9M 60k 31.47
Bowhead Specialty Hldgs Com Shs (BOW) 0.2 $1.9M 50k 37.53
Etoro Group Shs Cl A (ETOR) 0.2 $1.7M 25k 66.59
TWFG Com Cl A (TWFG) 0.2 $1.4M 40k 35.00
Caris Life Sciences (CAI) 0.2 $1.3M 50k 26.72
Flowco Hldgs Com Cl A (FLOC) 0.1 $1.2M 70k 17.81
Ecovyst (ECVT) 0.1 $1.2M 150k 8.23
American Integrity Insurance Gro Ord (AII) 0.1 $920k 50k 18.39
Infinity Nat Res Com Cl A (INR) 0.1 $916k 50k 18.31
MNTN Cl A (MNTN) 0.1 $536k 25k 21.87