EdgeMarket › What Seven Grand Managers, Llc reported owning

What Seven Grand Managers, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.5B

Positions

168

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
MDLN
Medline Inc.
111.2M7.4%2.5M34.26
LHX
L3HARRIS TECHNOLOGIES, INC. /DE/
94.9M6.3%275.0K266.73-3.4%
ECHO
EchoStar CORP
81.9M5.5%700.0K86.81+214.0%
TSLA
Tesla, Inc.
66.9M4.5%180.0K362.86+12.0%
FANG
Diamondback Energy, Inc.
59.3M4.0%300.0K210.72+52.8%
LRCX
LAM RESEARCH CORP
56.4M3.8%264.0K314.00+216.7%
AMAT
APPLIED MATERIALS INC /DE
51.3M3.4%150.0K492.32+205.9%
ITT
ITT INC.
47.6M3.2%250.0K208.10+25.6%
VNOM
Viper Energy, Inc.
37.6M2.5%800.0K45.27+21.6%
LGN
Legence Corp.
33.9M2.3%600.0K59.37
SNDK
Sandisk Corp
31.8M2.1%50.0K1,596.08+3494.8%
MSFT
MICROSOFT CORP
26.3M1.8%71.0K483.24-4.4%
NRG
NRG ENERGY, INC.
25.6M1.7%175.0K113.11-23.7%
BTSG
BrightSpring Health Services, Inc.
25.6M1.7%600.0K58.87+149.1%
GLXY
Galaxy Digital Inc.
23.1M1.5%1.2M23.64-3.5%
MIAX
MIAMI INTERNATIONAL HOLDINGS, INC.
21.4M1.4%550.0K42.59+30.0%
NDAQ
NASDAQ, INC.
21.2M1.4%250.0K98.22+3.9%
ULS
UL Solutions Inc.
17.1M1.1%200.0K75.06+12.2%
VSEC
VSE CORP
16.6M1.1%90.0K217.58+36.2%
SARO
StandardAero, Inc.
16.5M1.1%637.5K25.06-5.9%
KGS
Kodiak Gas Services, Inc.
14.6M1.0%250.0K61.46+66.7%
JOBY
Joby Aviation, Inc.
14.5M1.0%1.8M7.53-48.8%
AVAV
AeroVironment Inc
13.7M0.9%75.0K160.22-31.0%
ANDG
Andersen Group Inc.
13.6M0.9%500.0K50.16
AS
Amer Sports, Inc.
13.2M0.9%400.0K32.63-12.2%
QSR
Restaurant Brands International Inc.
12.9M0.9%175.0K80.86+26.8%
CRCL
Circle Internet Group, Inc.
11.9M0.8%125.0K87.98-36.2%
VIST
Vista Energy, S.A.B. de C.V.
11.3M0.8%150.0K69.58+73.0%
AMKR
AMKOR TECHNOLOGY, INC.
11.3M0.8%250.0K50.26+118.5%
GFS
GLOBALFOUNDRIES Inc.
11.1M0.7%250.0K48.05+45.5%
PLTR
Palantir Technologies Inc.
10.4M0.7%71.0K179.94+15.3%
VVX
V2X, Inc.
10.3M0.7%150.0K78.50+37.9%
WPC
W. P. Carey Inc.
10.2M0.7%150.0K71.20+6.9%
LTM
LATAM AIRLINES GROUP S.A.
9.9M0.7%200.0K51.55+13.8%
NKTR
NEKTAR THERAPEUTICS
9.0M0.6%125.0K74.02+174.7%
FPS
Forgent Power Solutions, Inc.
8.8M0.6%300.0K33.18
DRUG
BRIGHT MINDS BIOSCIENCES INC.
8.8M0.6%120.0K77.42+80.0%
APGE
Apogee Therapeutics, Inc.
8.4M0.6%100.0K134.75+274.1%
DNTH
Dianthus Therapeutics, Inc. /DE/
8.4M0.6%100.0K111.10+374.4%
ORLY
O REILLY AUTOMOTIVE INC
8.3M0.6%90.0K89.11-14.3%
ASTS
AST SpaceMobile, Inc.
8.3M0.6%100.0K68.65+52.3%
WHR
WHIRLPOOL CORP /DE/
8.1M0.5%150.0K40.35-53.6%
ACHR
Archer Aviation Inc.
7.8M0.5%1.5M6.30-31.7%
EPRT
ESSENTIAL PROPERTIES REALTY TRUST, INC.
7.6M0.5%250.0K30.84-0.8%
GRDN
Guardian Pharmacy Services, Inc.
7.5M0.5%200.0K37.93+45.6%
PVLA
PALVELLA THERAPEUTICS, INC.
7.5M0.5%60.0K142.04+181.6%
NOG
NORTHERN OIL & GAS, INC.
7.3M0.5%250.0K27.34+17.6%
APD
Air Products & Chemicals, Inc.
7.3M0.5%25.0K305.10+4.4%
WAY
Waystar Holding Corp.
7.2M0.5%300.0K25.01-28.7%
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
7.1M0.5%100.0K57.17-11.0%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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