SEVEN GRAND MANAGERS, LLC
Top Portfolio Positions
166 positions ·
$1,497,391,640 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDLN |
Medline Inc.
Healthcare
|
2,500,000 | $111,250,000 | 7.43% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
275,000 | $94,916,250 | 6.34% | |
| SATS |
EchoStar CORP
Communication Services
|
700,000 | $81,949,000 | 5.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
180,000 | $66,915,000 | 4.47% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
300,000 | $59,337,000 | 3.96% | |
| LRCX |
Lam Research Corp
Technology
|
264,000 | $56,406,240 | 3.77% | |
| AMAT |
Applied Materials Inc /De
Technology
|
150,000 | $51,268,500 | 3.42% | |
| ITT |
Itt Inc.
Industrials
|
250,000 | $47,632,500 | 3.18% | |
| VNOM |
Viper Energy, Inc.
Energy
|
800,000 | $37,592,000 | 2.51% | |
| LGN |
Legence Corp.
Industrials
|
600,000 | $33,876,000 | 2.26% |
Portfolio Trend
Holdings in LMRI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $946,000 | 110,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,941,750 | 645,500 | Shares | Sole | 2026-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||