Sand Grove Capital Management LLP: 13F holdings
CIK 16650772026Q2
| Positions | 14 |
|---|
| Reported value | $383.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 14 (-5 vs prior quarter) |
|---|
| Reported value | $383.2m (-13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TWO TWO HARBORS INVENTMENT CORPO | 4,494,970 | $55.8m | 14.6% |
| WARNER BROS DISCOVERY INC | 1,475,644 | $39.3m | 10.3% |
| AAUC ALLIED GOLD CORP | 1,345,274 | $31.9m | 8.3% |
| WBS WEBSTER FINL CORP | 414,723 | $31.7m | 8.3% |
| NSC NORFOLK SOUTHN CORP | 99,091 | $31.2m | 8.1% |
| TXNM TXNM ENERGY INC | 506,546 | $28.8m | 7.5% |
| AES AES CORP | 1,872,474 | $27.5m | 7.2% |
| TECH BIO-TECHNE CORP | 370,990 | $26.2m | 6.8% |
| ROKU ROKU INC | 166,158 | $23.0m | 6.0% |
| EA ELECTRONIC ARTS INC | 90,986 | $18.7m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1665077")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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