Filed: 5/6/2026ACC: 0001420506-26-000805
📋 What this filing means
SEVEN GRAND MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
167
Positions
$1.50B
Total AUM (reported)
35.35M
Total Shares
Allocation by class
COM$773.05M51.7%
CL A$228.37M15.3%
COM CL A$164.25M11.0%
COM NEW$126.05M8.4%
COM SHS$38.41M2.6%
SPONSORED ADS$31.39M2.1%
COM SHS CL A$21.21M1.4%
Portfolio Concentration
Top 3$288.12M19.3%
4–10$353.03M23.6%
11–25$294.62M19.7%
Rest$560.79M37.5%
Top 3 weight
19.3%
Top 10 weight
42.8%
Voting Authority Distribution
Total shares with voting rights: 35.35M
Sole
Full voting authority
35.35M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole167
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings167
Rows:
MEDLINE INC
SOLEShares2.50M
TypeSH
Market value$111.25M
7.43%
Sole
2.50M
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares275K
TypeSH
Market value$94.92M
6.34%
Sole
275K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares700K
TypeSH
Market value$81.95M
5.48%
Sole
700K
Shared
0.00
None
0.00
TESLA INC
SOLEShares180K
TypeSH
Market value$66.92M
4.47%
Sole
180K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares300K
TypeSH
Market value$59.34M
3.96%
Sole
300K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares264K
TypeSH
Market value$56.41M
3.77%
Sole
264K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares150K
TypeSH
Market value$51.27M
3.43%
Sole
150K
Shared
0.00
None
0.00
ITT INC
SOLEShares250K
TypeSH
Market value$47.63M
3.18%
Sole
250K
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares800K
TypeSH
Market value$37.59M
2.51%
Sole
800K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares600K
TypeSH
Market value$33.88M
2.26%
Sole
600K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares50K
TypeSH
Market value$31.77M
2.12%
Sole
50K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares71K
TypeSH
Market value$26.28M
1.76%
Sole
71K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares175K
TypeSH
Market value$25.57M
1.71%
Sole
175K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares600K
TypeSH
Market value$25.57M
1.71%
Sole
600K
Shared
0.00
None
0.00
GALAXY DIGITAL INC.
SOLEShares1.25M
TypeSH
Market value$23.06M
1.54%
Sole
1.25M
Shared
0.00
None
0.00
MIAMI INTL HLDGS INC
SOLEShares550K
TypeSH
Market value$21.41M
1.43%
Sole
550K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares250K
TypeSH
Market value$21.22M
1.42%
Sole
250K
Shared
0.00
None
0.00
UL SOLUTIONS INC
SOLEShares200K
TypeSH
Market value$17.14M
1.15%
Sole
200K
Shared
0.00
None
0.00
VSE CORP
SOLEShares90K
TypeSH
Market value$16.60M
1.11%
Sole
90K
Shared
0.00
None
0.00
STANDARDAERO INC
SOLEShares637.50K
TypeSH
Market value$16.47M
1.10%
Sole
637.50K
Shared
0.00
None
0.00
KODIAK GAS SVCS INC
SOLEShares250K
TypeSH
Market value$14.58M
0.97%
Sole
250K
Shared
0.00
None
0.00
JOBY AVIATION INC
SOLEShares1.75M
TypeSH
Market value$14.46M
0.97%
Sole
1.75M
Shared
0.00
None
0.00
AEROVIRONMENT INC
SOLEShares75K
TypeSH
Market value$13.73M
0.92%
Sole
75K
Shared
0.00
None
0.00
ANDERSEN GROUP INC
SOLEShares500K
TypeSH
Market value$13.60M
0.91%
Sole
500K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares400K
TypeSH
Market value$13.17M
0.88%
Sole
400K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDLINE INCSOLE | COM CL A | 2.50M | SH | $111.25M 7.43% | 2.50M | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 275K | SH | $94.92M 6.34% | 275K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 700K | SH | $81.95M 5.48% | 700K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 180K | SH | $66.92M 4.47% | 180K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 300K | SH | $59.34M 3.96% | 300K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 264K | SH | $56.41M 3.77% | 264K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 150K | SH | $51.27M 3.43% | 150K | 0.00 | 0.00 |
ITT INCSOLE | COM | 250K | SH | $47.63M 3.18% | 250K | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 800K | SH | $37.59M 2.51% | 800K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 600K | SH | $33.88M 2.26% | 600K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 50K | SH | $31.77M 2.12% | 50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 71K | SH | $26.28M 1.76% | 71K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 175K | SH | $25.57M 1.71% | 175K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 600K | SH | $25.57M 1.71% | 600K | 0.00 | 0.00 |
GALAXY DIGITAL INC.SOLE | CL A | 1.25M | SH | $23.06M 1.54% | 1.25M | 0.00 | 0.00 |
MIAMI INTL HLDGS INCSOLE | COM | 550K | SH | $21.41M 1.43% | 550K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 250K | SH | $21.22M 1.42% | 250K | 0.00 | 0.00 |
UL SOLUTIONS INCSOLE | CLASS A COM SHS | 200K | SH | $17.14M 1.15% | 200K | 0.00 | 0.00 |
VSE CORPSOLE | COM | 90K | SH | $16.60M 1.11% | 90K | 0.00 | 0.00 |
STANDARDAERO INCSOLE | COM | 637.50K | SH | $16.47M 1.10% | 637.50K | 0.00 | 0.00 |
KODIAK GAS SVCS INCSOLE | COM | 250K | SH | $14.58M 0.97% | 250K | 0.00 | 0.00 |
JOBY AVIATION INCSOLE | COMMON STOCK | 1.75M | SH | $14.46M 0.97% | 1.75M | 0.00 | 0.00 |
AEROVIRONMENT INCSOLE | COM | 75K | SH | $13.73M 0.92% | 75K | 0.00 | 0.00 |
ANDERSEN GROUP INCSOLE | CL A | 500K | SH | $13.60M 0.91% | 500K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 400K | SH | $13.17M 0.88% | 400K | 0.00 | 0.00 |
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