Seven Grand Managers, Llc Portfolio Stock Holdings

Seven Grand Managers, Llc disclosed 167 stock positions valued at approximately $1.5 billion in its latest SEC 13F filing. The largest holdings include L3HARRIS TECHNOLOGIES INC, ECHOSTAR CORP, and TESLA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.

Report Period
March 31, 2026
No. of Stocks
167
Portfolio Value
$1.5B
Holdings by Sector
Seven Grand Managers, Llc Portfolio Holdings in Q1 2026

96 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
L3HARRIS TECHNOLOGIES INCLHXIndustrials6.34%275,000+275,000+100.00%$94,916,250
ECHOSTAR CORPSATSTechnology5.48%700,000+500,000+250.00%$81,949,000
TESLA INCTSLAConsumer Cyclical4.47%180,000+130,000+260.00%$66,915,000
DIAMONDBACK ENERGY INCFANGEnergy3.96%300,000+300,000+100.00%$59,337,000
LAM RESEARCH CORPLRCXOther3.77%264,000+264,000+100.00%$56,406,240
APPLIED MATLS INCAMATTechnology3.43%150,000+150,000+100.00%$51,268,500
ITT INCITTIndustrials3.18%250,000--$47,632,500
SANDISK CORPSNDKOther2.12%50,000-150,000-75.00%$31,767,000
MICROSOFT CORPMSFTTechnology1.76%71,000-60,000-45.80%$26,282,070
NRG ENERGY INCNRGUtilities1.71%175,000+175,000+100.00%$25,574,500
BRIGHTSPRING HEALTH SVCS INCBTSGHealthcare1.71%600,000+300,000+100.00%$25,566,000
GALAXY DIGITAL INC.GLXYOther1.54%1,250,000--$23,062,500
NASDAQ INCNDAQFinancial Services1.42%250,000-250,000-50.00%$21,222,500
UL SOLUTIONS INCULSIndustrials1.15%200,000-200,000-50.00%$17,142,000
VSE CORPVSECIndustrials1.11%90,000+60,000+200.00%$16,596,000
STANDARDAERO INC85423L103Other1.10%637,500+262,500+70.00%$16,466,625
KODIAK GAS SVCS INCKGSEnergy0.97%250,000-250,000-50.00%$14,580,000
JOBY AVIATION INCG65163100Other0.97%1,750,000+750,000+75.00%$14,455,000
AEROVIRONMENT INCAVAVIndustrials0.92%75,000+15,000+25.00%$13,728,750
AMER SPORTS INCASOther0.88%400,000+400,000+100.00%$13,168,000
RESTAURANT BRANDS INTL INCQSRConsumer Cyclical0.86%175,000-175,000-50.00%$12,932,500
CIRCLE INTERNET GROUP INCCRCLOther0.80%125,000--$11,926,250
VISTA ENERGY S.A.B. DE C.V.VISTEnergy0.76%150,000+150,000+100.00%$11,320,500
AMKOR TECHNOLOGY INCAMKRTechnology0.75%250,000+250,000+100.00%$11,257,500
PALANTIR TECHNOLOGIES INCPLTRTechnology0.69%71,000--$10,385,880
V2X INCVVXIndustrials0.69%150,000+50,000+50.00%$10,275,000
WP CAREY INCWPCReal Estate0.68%150,000+150,000+100.00%$10,194,000
APOGEE THERAPEUTICS INCAPGEHealthcare0.56%100,000+50,000+100.00%$8,417,000
DIANTHUS THERAPEUTICS INCDNTHHealthcare0.56%100,000+100,000+100.00%$8,392,000
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.56%90,000--$8,307,900
AST SPACEMOBILE INCASTSTechnology0.55%100,000--$8,287,000
WHIRLPOOL CORPWHRConsumer Cyclical0.54%150,000+150,000+100.00%$8,088,000
ARCHER AVIATION INCACHRIndustrials0.52%1,500,000-1,500,000-50.00%$7,755,000
ESSENTIAL PPTYS RLTY TR INCEPRTReal Estate0.51%250,000+50,000+25.00%$7,590,000
NORTHERN OIL & GAS INCNOGEnergy0.49%250,000+250,000+100.00%$7,307,500
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.49%25,000+25,000+100.00%$7,262,250
WAYSTAR HLDG CORPWAYHealthcare0.48%300,000--$7,233,000
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials0.47%100,000-150,000-60.00%$7,051,000
LANDBRIDGE COMPANY LLCLBEnergy0.46%100,000--$6,905,000
COREBRIDGE FINL INCCRBGFinancial Services0.40%250,000-250,000-50.00%$5,965,000
CENTURI HOLDINGS INCCTRIUtilities0.39%200,000-200,000-50.00%$5,842,000
LOAR HOLDINGS INCLOARIndustrials0.38%100,000--$5,729,000
MAREX GROUP PLCMRXOther0.37%125,000-125,000-50.00%$5,572,500
ABIVAX SAABVXHealthcare0.37%50,000+50,000+100.00%$5,567,500
REMITLY GLOBAL INCRELYTechnology0.37%350,000+350,000+100.00%$5,484,500
PERMIAN RESOURCES CORPPREnergy0.36%250,000+250,000+100.00%$5,330,000
PORTLAND GEN ELEC COPORUtilities0.35%100,000+100,000+100.00%$5,277,000
BANC OF CALIFORNIA INCBANCFinancial Services0.35%300,000+300,000+100.00%$5,274,000
SPYRE THERAPEUTICS INCSYREHealthcare0.34%100,000--$5,044,000
QXO INCQXOTechnology0.32%250,000+250,000+100.00%$4,855,000
MAGNOLIA OIL & GAS CORPMGYEnergy0.32%150,000+150,000+100.00%$4,735,500
XENON PHARMACEUTICALS INCXENEHealthcare0.29%75,000+75,000+100.00%$4,361,250
SELECT WATER SOLUTIONS INCWTTREnergy0.26%250,000+250,000+100.00%$3,825,000
GUARDANT HEALTH INCGHHealthcare0.25%40,000--$3,694,800
OGE ENERGY CORPOGEUtilities0.24%75,000-75,000-50.00%$3,597,000
ELLINGTON FINANCIAL INCEFCReal Estate0.24%300,000+300,000+100.00%$3,555,000
REDWIRE CORPORATIONRDWIndustrials0.23%400,000+200,000+100.00%$3,400,000
METROPOLITAN BK HLDG CORPMCBFinancial Services0.22%40,000+40,000+100.00%$3,331,600
ADT INC DELADTIndustrials0.22%500,000--$3,285,000
CAPRICOR THERAPEUTICS INCCAPRHealthcare0.20%100,000--$3,040,000
ETORO GROUP LTDG32089107Other0.20%100,000--$3,003,000
CHIME FINL INCCHYMOther0.19%150,000--$2,809,500
ALIGNMENT HEALTHCARE INCALHCHealthcare0.18%150,000+150,000+100.00%$2,643,000
KYMERA THERAPEUTICS INCKYMRHealthcare0.17%30,000--$2,498,700
AXOGEN INCAXGNHealthcare0.17%75,000+75,000+100.00%$2,484,750
STRUCTURE THERAPEUTICS INCGPCRHealthcare0.16%50,000--$2,410,000
DISC MEDICINE INCIRONHealthcare0.15%35,000--$2,237,900
RELMADA THERAPEUTICS INCRLMDHealthcare0.15%315,788+315,788+100.00%$2,197,884
SIONNA THERAPEUTICS INCSIONOther0.13%50,000--$2,004,500
SYMBOTIC INCSYMIndustrials0.13%37,500-37,500-50.00%$1,995,000
KINETIK HOLDINGS INCKNTKEnergy0.11%35,000+35,000+100.00%$1,694,350
COMPASS PATHWAYS PLCCMPSHealthcare0.11%300,000+300,000+100.00%$1,659,000
ERASCA INCERASHealthcare0.11%100,000+100,000+100.00%$1,618,000
LIFESTANCE HEALTH GROUP INCLFSTHealthcare0.11%250,000+250,000+100.00%$1,592,500
GETTY RLTY CORP NEWGTYReal Estate0.11%50,000+50,000+100.00%$1,590,000
SM ENERGY COMPANYSMEnergy0.10%50,000+50,000+100.00%$1,559,000
MDU RES GROUP INCMDUIndustrials0.10%75,000-75,000-50.00%$1,554,000
CYTOMX THERAPEUTICS INC.CTMXHealthcare0.10%325,000+325,000+100.00%$1,527,500
IONQ INCIONQTechnology0.10%50,000--$1,441,500
NUSCALE PWR CORPSMRIndustrials0.09%125,000--$1,355,000
COGENT BIOSCIENCES INCCOGTHealthcare0.09%35,000--$1,347,150
GULFPORT ENERGY CORPGPOREnergy0.07%5,000+5,000+100.00%$1,057,850
SAB BIOTHERAPEUTICS INCSABSHealthcare0.07%275,000+275,000+100.00%$1,053,250
URANIUM ENERGY CORPUECEnergy0.07%75,000--$1,012,500
NETSTREIT CORPNTSTReal Estate0.06%50,000+50,000+100.00%$941,500
H2O AMERICASJWUtilities0.06%15,000+15,000+100.00%$880,050
BOWHEAD SPECIALTY HLDGS INCBOWFinancial Services0.06%37,500--$841,125
MONTE ROSA THERAPEUTICS INCGLUEHealthcare0.05%45,000+45,000+100.00%$740,250
CORVUS PHARMACEUTICALS INCCRVSHealthcare0.05%50,000+50,000+100.00%$731,500
D-WAVE QUANTUM INCQBTSTechnology0.05%50,000--$721,500
PROPETRO HLDG CORPPUMPEnergy0.05%50,000+50,000+100.00%$720,500
RIGETTI COMPUTING INCRGTITechnology0.05%50,000--$702,000
DYNE THERAPEUTICS INCDYNHealthcare0.04%35,000--$634,550
LARIMAR THERAPEUTICS INCLRMRHealthcare0.04%125,000+125,000+100.00%$562,500
ARROWHEAD PHARMACEUTICALS INARWRHealthcare0.03%7,500+7,500+100.00%$470,250
TELECOM ARGENTINA SATEOCommunication Services0.03%35,000+35,000+100.00%$409,150