Graham Capital Management, L.P.

Position in SHLS — Shoals Technologies Group, Inc.

CIK 1315421 ROWAYTON, CT

Position in SHLS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$204,888

-$343,634 QoQ

Shares Held

31,138

-51.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Graham Capital Management, L.P. holds $21,377,189 across 7 Solar names. SHLS ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLR	First Solar, Inc.	99,320	$19,591,863
2	SEDG	Solaredge Technologies, Inc.	13,093	$668,397
3	ENPH	Enphase Energy, Inc.	10,947	$413,906
4	RUN	Sunrun Inc.	24,208	$328,260
5	SHLS	Shoals Technologies Group, Inc. This page	31,138	$204,888
6	TYGO	Tigo Energy, Inc.	31,224	$117,402
7	FTCI	FTC Solar, Inc.	13,882	$52,473

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$204,888	31,138	-51.7%	Shares	Sole	2026-05-15
2025-12-31	$548,522	64,532	+30.8%	Shares	Sole	2026-02-17
2025-09-30	$365,579	49,336	-13.7%	Shares	Sole	2025-11-14
2025-06-30	$242,862	57,144	+350.0%	Shares	Sole	2025-08-14
2025-03-31	$42,164	12,700	-94.3%	Shares	Sole	2025-05-15
2024-12-31	$1,226,631	221,814	+182.8%	Shares	Sole	2025-02-14
2024-06-30	$489,365	78,424	-23.5%	Shares	Sole	2024-08-14
2023-09-30	$1,871,866	102,568	-70.5%	Shares	Sole	2023-11-22
2023-06-30	$8,879,288	347,390	+8.9%	Shares	Sole	2023-08-14
2023-03-31	$7,272,311	319,101	+14.6%	Shares	Sole	2023-05-15
2022-12-31	$6,869,879	278,471	+79.6%	Shares	Sole	2023-02-14
2022-09-30	$3,341,607	155,063	-32.3%	Shares	Sole	2022-11-14
2022-06-30	$3,775,699	229,108	+1248.1%	Shares	Sole	2022-08-15
2022-03-31	$289,594	16,995	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.