SEVEN GRAND MANAGERS, LLC

CIK

1909126

Location

BRONXVILLE, NY

Portfolio Value

Micro $47,229,050

Diversification

Diversified

Filing Date

Global Rank

#1,406 / 8,586 ▲ 161

Top Industry

Aerospace & Defense 13.4%

3Y Alpha vs SPY

+8.3%

Period ended 3 months ago

Filed May 6, 2026 · 41d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+117.2%

SPY

+78.1%

Annualised alpha

+8.3%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

166 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.4%

+2.6 pts

Top 5

27.7%

+8.5 pts

Top 10

42.8%

+9.3 pts

HHI

252

Diversified+68

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	23.5%	$351,556,912	26
Healthcare	18.5%	$277,258,634	48
Technology	16.9%	$252,339,220	22
Energy	11.6%	$173,570,800	20
Consumer Cyclical	9.0%	$134,845,100	10
Financial Services	7.9%	$117,671,775	17
Communication Services	5.8%	$86,406,150	3
Utilities	3.2%	$47,229,050	7
Real Estate	2.1%	$31,712,000	7
Basic Materials	0.9%	$14,072,999	2
Consumer Defensive	0.5%	$7,318,000	3
Unclassified	0.2%	$3,411,000	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
MDLN	Medline Inc.	+1,350,000	2,500,000	$111,250,000
JOBY	Joby Aviation, Inc.	+750,000	1,750,000	$14,455,000
VNOM	Viper Energy, Inc.	+600,000	800,000	$37,592,000
SATS	EchoStar CORP	+500,000	700,000	$81,949,000
BTSG	BrightSpring Health Services, Inc.	+300,000	600,000	$25,566,000
SARO	StandardAero, Inc.	+262,500	637,500	$16,466,625
RDW	Redwire Corp	+200,000	400,000	$3,400,000
BKV	BKV Corp	+150,000	200,000	$5,704,000
MIAX	Miami International Holdings, Inc.	+150,000	550,000	$21,406,000
TSLA	Tesla, Inc.	+130,000	180,000	$66,915,000
LTM	Latam Airlines Group S.A.	+100,000	200,000	$9,888,000
GRDN	Guardian Pharmacy Services, Inc.	+100,000	200,000	$7,532,000
EVMN	Evommune, Inc.	+89,670	164,670	$3,785,763
DRUG	Bright Minds Biosciences Inc.	+70,000	120,000	$8,756,400
VSEC	Vse Corp	+60,000	90,000	$16,596,000
VOYG	Voyager Technologies, Inc./DE	+50,831	250,000	$5,847,500
EPRT	Essential Properties Realty Trust, Inc.	+50,000	250,000	$7,590,000
APGE	Apogee Therapeutics, Inc.	+50,000	100,000	$8,417,000
VVX	V2X, Inc.	+50,000	150,000	$10,275,000
AVAV	AeroVironment Inc	+15,000	75,000	$13,728,750
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
ACHR	Archer Aviation Inc.	−1,500,000	1,500,000	$7,755,000
LMRI	Lumexa Imaging Holdings, Inc.	−535,500	110,000	$946,000
CRBG	Corebridge Financial, Inc.	−250,000	250,000	$5,965,000
NDAQ	Nasdaq, Inc.	−250,000	250,000	$21,222,500
KGS	Kodiak Gas Services, Inc.	−250,000	250,000	$14,580,000
NTSK	Netskope Inc	−225,000	250,000	$2,122,500
ULS	UL Solutions Inc.	−200,000	200,000	$17,142,000
CTRI	Centuri Holdings, Inc.	−200,000	200,000	$5,842,000
QSR	Restaurant Brands International Inc.	−175,000	175,000	$12,932,500
SNDK	Sandisk Corp	−150,000	50,000	$31,767,000
KTOS	Kratos Defense & Security Solutions, Inc.	−150,000	100,000	$7,051,000
MRX	Marex Group plc	−125,000	125,000	$5,572,500
OGE	Oge Energy Corp.	−75,000	75,000	$3,597,000
MDU	Mdu Resources Group Inc	−75,000	75,000	$1,554,000
WLTH	Wealthfront Corp	−75,000	75,000	$693,750
MSFT	Microsoft Corp	−60,000	71,000	$26,282,070
XZO	Exzeo Group, Inc.	−50,000	100,000	$1,467,000
SYM	Symbotic Inc.	−37,500	37,500	$1,995,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LHX	L3harris Technologies, Inc. /De/	275,000	$94,916,250
FANG	Diamondback Energy, Inc.	300,000	$59,337,000
LRCX	Lam Research Corp	264,000	$56,406,240
AMAT	Applied Materials Inc /De	150,000	$51,268,500
NRG	Nrg Energy, Inc.	175,000	$25,574,500
AS	Amer Sports, Inc.	400,000	$13,168,000
VIST	Vista Energy, S.A.B. de C.V.	150,000	$11,320,500
AMKR	Amkor Technology, Inc.	250,000	$11,257,500
GFS	GLOBALFOUNDRIES Inc.	250,000	$11,120,000
WPC	W. P. Carey Inc.	150,000	$10,194,000
NKTR	Nektar Therapeutics	125,000	$8,993,750
FPS	Forgent Power Solutions, Inc.	300,000	$8,781,000
DNTH	Dianthus Therapeutics, Inc. /DE/	100,000	$8,392,000
WHR	Whirlpool Corp /De/	150,000	$8,088,000
PVLA	Palvella Therapeutics, Inc.	60,000	$7,479,000
NOG	Northern Oil & Gas, Inc.	250,000	$7,307,500
APD	Air Products & Chemicals, Inc.	25,000	$7,262,250
USAR	USA Rare Earth, Inc.	450,000	$6,810,749
MDA	MDA Space Ltd.	250,000	$6,330,000
PAYP	PayPay Corp	292,000	$6,231,280
EQPT	EquipmentShare.com Inc	300,000	$6,111,000
ABVX	Abivax S.A.	50,000	$5,567,500
RELY	Remitly Global, Inc.	350,000	$5,484,500
PR	Permian Resources Corp	250,000	$5,330,000
POR	Portland General Electric Co /Or/	100,000	$5,277,000
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TMUS	T-Mobile US, Inc.	200,000	$40,608,000
SOFI	SoFi Technologies, Inc.	1,500,000	$39,270,000
MDT	Medtronic plc	400,000	$38,424,000
COHR	Coherent Corp.	200,000	$36,914,000
HON	Honeywell International Inc	161,000	$31,409,490
KRMN	Karman Holdings Inc.	350,000	$25,609,500
AAPL	Apple Inc.	87,000	$23,651,820
TTAN	ServiceTitan, Inc.	150,000	$15,975,000
VRSN	Verisign Inc/Ca	62,500	$15,184,375
BRO	Brown & Brown, Inc.	187,500	$14,943,750
CAI	Caris Life Sciences, Inc.	495,095	$13,357,663
ROL	Rollins Inc	200,000	$12,004,000
EL	Estee Lauder Companies Inc	100,000	$10,472,000
HNGE	Hinge Health, Inc.	200,000	$9,290,000
STWD	Starwood Property Trust, Inc.	500,000	$9,005,000
LPLA	LPL Financial Holdings Inc.	25,000	$8,929,250
NBIS	Nebius Group N.V.	100,000	$8,370,500
CCC	CCC Intelligent Solutions Holdings Inc.	1,000,000	$7,950,000
SFD	Smithfield Foods Inc	325,000	$7,257,250
GFL	GFL Environmental Inc.	150,000	$6,442,500
AHR	American Healthcare REIT, Inc.	100,000	$4,706,000
OS	OneStream, Inc.	250,000	$4,595,000
SHC	Sotera Health Co	250,000	$4,410,000
BBIO	BridgeBio Pharma, Inc.	50,000	$3,824,500
SNPS	Synopsys Inc	7,817	$3,671,801
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $47,229,050 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NRG	Nrg Energy, Inc. Utilities	NEW	175,000	NEW	$25,574,500	NEW	54.15%
CTRI	Centuri Holdings, Inc. Utilities	Reduced	200,000	-200,000	$5,842,000	−42.2%	12.37%
POR	Portland General Electric Co /Or/ Utilities	NEW	100,000	NEW	$5,277,000	NEW	11.17%
MWH	SOLV Energy, Inc. Utilities	NEW	150,000	NEW	$4,504,500	NEW	9.54%
OGE	Oge Energy Corp. Utilities	Reduced	75,000	-75,000	$3,597,000	−43.8%	7.62%
MDU	Mdu Resources Group Inc Utilities	Reduced	75,000	-75,000	$1,554,000	−46.9%	3.29%
HTO	H2o America Utilities	NEW	15,000	NEW	$880,050	NEW	1.86%