Filed: 8/14/2026ACC: 0001420506-26-001738
📋 What this filing means
SEVEN GRAND MANAGERS, LLC filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $2.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$2.48B
Total AUM (reported)
45.65M
Total Shares
Allocation by class
COM$943.56M38.0%
CLASS A COM STK$302.42M12.2%
COM CL A$268.44M10.8%
CL A$159.74M6.4%
COM NEW$127.31M5.1%
COMMON STOCK$93.69M3.8%
CL A COM$82.20M3.3%
Portfolio Concentration
Top 3$549.14M22.1%
4–10$502.69M20.2%
11–25$521.54M21.0%
Rest$910.33M36.7%
Top 3 weight
22.1%
Top 10 weight
42.3%
Voting Authority Distribution
Total shares with voting rights: 45.65M
Sole
Full voting authority
45.65M
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)
Sole176
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings176
Rows:
SPACE EXPLORATION TECHN CORP
SOLEShares1.77M
TypeSH
Market value$302.42M
12.18%
Sole
1.77M
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares3.65M
TypeSH
Market value$144.00M
5.80%
Sole
3.65M
Shared
0.00
None
0.00
DIGITAL RLTY TR INC
SOLEShares572K
TypeSH
Market value$102.72M
4.14%
Sole
572K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares456K
TypeSH
Market value$91.24M
3.67%
Sole
456K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares300K
TypeSH
Market value$87.18M
3.51%
Sole
300K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares200K
TypeSH
Market value$71.47M
2.88%
Sole
200K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares200K
TypeSH
Market value$70.67M
2.85%
Sole
200K
Shared
0.00
None
0.00
BRIGHTSPRING HEALTH SVCS INC
SOLEShares1M
TypeSH
Market value$69.74M
2.81%
Sole
1M
Shared
0.00
None
0.00
BAIDU INC
SOLEShares500K
TypeSH
Market value$57.15M
2.30%
Sole
500K
Shared
0.00
None
0.00
CEREBRAS SYSTEMS INC
SOLEShares250K
TypeSH
Market value$55.25M
2.22%
Sole
250K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares400K
TypeSH
Market value$54.72M
2.20%
Sole
400K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares300K
TypeSH
Market value$52.73M
2.12%
Sole
300K
Shared
0.00
None
0.00
LEGENCE CORP
SOLEShares600K
TypeSH
Market value$51.14M
2.06%
Sole
600K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares400K
TypeSH
Market value$45.94M
1.85%
Sole
400K
Shared
0.00
None
0.00
INNIO NV
SOLEShares1.05M
TypeSH
Market value$41.53M
1.67%
Sole
1.05M
Shared
0.00
None
0.00
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares750K
TypeSH
Market value$37.40M
1.51%
Sole
750K
Shared
0.00
None
0.00
GALAXY DIGITAL INC.
SOLEShares1.25M
TypeSH
Market value$34.17M
1.38%
Sole
1.25M
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares550K
TypeSH
Market value$30.72M
1.24%
Sole
550K
Shared
0.00
None
0.00
LIFE TIME GROUP HOLDINGS INC
SOLEShares750K
TypeSH
Market value$30.63M
1.23%
Sole
750K
Shared
0.00
None
0.00
MADISON AIR SOLUTIONS CORP
SOLEShares700K
TypeSH
Market value$27.30M
1.10%
Sole
700K
Shared
0.00
None
0.00
KODIAK GAS SVCS INC
SOLEShares350K
TypeSH
Market value$26.30M
1.06%
Sole
350K
Shared
0.00
None
0.00
ITT INC
SOLEShares125K
TypeSH
Market value$24.72M
1.00%
Sole
125K
Shared
0.00
None
0.00
ARXIS INC
SOLEShares500K
TypeSH
Market value$23.07M
0.93%
Sole
500K
Shared
0.00
None
0.00
GLOBALFOUNDRIES INC
SOLEShares250K
TypeSH
Market value$20.60M
0.83%
Sole
250K
Shared
0.00
None
0.00
VSE CORP
SOLEShares90K
TypeSH
Market value$20.57M
0.83%
Sole
90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 1.77M | SH | $302.42M 12.18% | 1.77M | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 3.65M | SH | $144.00M 5.80% | 3.65M | 0.00 | 0.00 |
DIGITAL RLTY TR INCSOLE | COM | 572K | SH | $102.72M 4.14% | 572K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 456K | SH | $91.24M 3.67% | 456K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 300K | SH | $87.18M 3.51% | 300K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 200K | SH | $71.47M 2.88% | 200K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 200K | SH | $70.67M 2.85% | 200K | 0.00 | 0.00 |
BRIGHTSPRING HEALTH SVCS INCSOLE | COM | 1M | SH | $69.74M 2.81% | 1M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 500K | SH | $57.15M 2.30% | 500K | 0.00 | 0.00 |
CEREBRAS SYSTEMS INCSOLE | COM CL A | 250K | SH | $55.25M 2.22% | 250K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 400K | SH | $54.72M 2.20% | 400K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 300K | SH | $52.73M 2.12% | 300K | 0.00 | 0.00 |
LEGENCE CORPSOLE | CL A | 600K | SH | $51.14M 2.06% | 600K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 400K | SH | $45.94M 1.85% | 400K | 0.00 | 0.00 |
INNIO NVSOLE | ORDINARY SHARES | 1.05M | SH | $41.53M 1.67% | 1.05M | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 750K | SH | $37.40M 1.51% | 750K | 0.00 | 0.00 |
GALAXY DIGITAL INC.SOLE | CL A | 1.25M | SH | $34.17M 1.38% | 1.25M | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 550K | SH | $30.72M 1.24% | 550K | 0.00 | 0.00 |
LIFE TIME GROUP HOLDINGS INCSOLE | COMMON STOCK | 750K | SH | $30.63M 1.23% | 750K | 0.00 | 0.00 |
MADISON AIR SOLUTIONS CORPSOLE | COM SHS CL A | 700K | SH | $27.30M 1.10% | 700K | 0.00 | 0.00 |
KODIAK GAS SVCS INCSOLE | COM | 350K | SH | $26.30M 1.06% | 350K | 0.00 | 0.00 |
ITT INCSOLE | COM | 125K | SH | $24.72M 1.00% | 125K | 0.00 | 0.00 |
ARXIS INCSOLE | CL A COM | 500K | SH | $23.07M 0.93% | 500K | 0.00 | 0.00 |
GLOBALFOUNDRIES INCSOLE | ORDINARY SHARES | 250K | SH | $20.60M 0.83% | 250K | 0.00 | 0.00 |
VSE CORPSOLE | COM | 90K | SH | $20.57M 0.83% | 90K | 0.00 | 0.00 |
Page 1 of 8
…