13F-HR filed by SEVEN GRAND MANAGERS, LLC
SEVEN GRAND MANAGERS, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 62 holding rows worth $833,769,194.
- Accession
- 0001420506-25-001923
- Filer
- CIK 1909126
- Filed
- 2025-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 62 entries on the cover page, a total value of $833,769,194 stated on the cover page (in dollars after the unit check, H1), rows summing to $833,769,194 with VALUE read as dollars as filed, 13F file number 028-21734. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BROWN & BROWN INC COM | 115236101 | Stock | 750,000 | $83,152,500 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 122,793 | $61,078,466 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 2,000,000 | $59,240,000 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 500,000 | $44,710,000 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 270,000 | $28,938,600 | dollars as filed | |
| GALAXY DIGITAL INC. CL A | 36317J209 | Stock | 1,250,000 | $27,375,000 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 600,000 | $24,522,000 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 100,000 | $24,285,000 | dollars as filed | |
| ONESTREAM INC | 68278B107 | CL A | 850,000 | $24,055,000 | dollars as filed | |
| STANDARDAERO INC COM | 85423L103 | Stock | 750,000 | $23,737,500 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 500,000 | $23,225,000 | dollars as filed | |
| LIVE NATION ENTERTAINMENT INC COM | 538034109 | Stock | 150,000 | $22,692,000 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 500,000 | $22,675,000 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 50,000 | $18,748,500 | dollars as filed | |
| UL SOLUTIONS INC | 903731107 | CLASS A COM SHS | 250,000 | $18,215,000 | dollars as filed | |
| KARMAN HLDGS INC COMMON STOCK | 485924104 | Stock | 350,000 | $17,629,500 | dollars as filed | |
| MAREX GROUP PLC | G5S37H101 | COMMON STOCK | 446,374 | $17,618,382 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 150,000 | $15,564,000 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 693,540 | $14,938,852 | dollars as filed | |
| CLEARWATER ANALYTICS HLDGS I | 185123106 | CL A | 667,103 | $14,629,569 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 250,000 | $12,937,500 | dollars as filed | |
| AMER SPORTS INC | G0260P102 | COMMON STOCK | 300,000 | $11,628,000 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 500,000 | $11,430,000 | dollars as filed | |
| ELBIT SYS LTD ORD | M3760D101 | Stock | 25,000 | $11,237,500 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 200,000 | $11,198,000 | dollars as filed | |
| GRUPO FINANCIERO GALICIA | 399909100 | SPONSORED ADR | 200,000 | $10,078,000 | dollars as filed | |
| BIRKENSTOCK HOLDING PLC | M2029K104 | COM SHS | 200,000 | $9,836,000 | dollars as filed | |
| LINEAGE INC COM | 53566V106 | REIT | 200,000 | $8,704,000 | dollars as filed | |
| IDACORP INC | 451107106 | COM | 75,000 | $8,658,750 | dollars as filed | |
| LOAR HOLDINGS INC COM SHS | 53947R105 | Stock | 100,000 | $8,617,000 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 54,000 | $8,248,500 | dollars as filed | |
| Apple Inc | 037833100 | COM | 40,000 | $8,206,800 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 90,000 | $8,111,700 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 23,000 | $8,078,060 | dollars as filed | |
| VIPER ENERGY INC | 927959106 | CL A | 200,000 | $7,626,000 | dollars as filed | |
| MAKEMYTRIP LIMITED MAURITIUS SHS | V5633W109 | Stock | 75,000 | $7,351,500 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 100,000 | $7,319,000 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 70,000 | $6,974,100 | dollars as filed | |
| BBB Foods Inc | G0896C103 | COM | 250,000 | $6,940,000 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 175,000 | $6,868,750 | dollars as filed | |
| KODIAK GAS SVCS INC | 50012A108 | COM | 200,000 | $6,854,000 | dollars as filed | |
| LANDBRIDGE COMPANY LLC | 514952100 | CL A | 100,000 | $6,758,000 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 150,000 | $6,393,000 | dollars as filed | |
| SMITHFIELD FOODS INC | 832248207 | COMMON STOCK | 250,000 | $5,882,500 | dollars as filed | |
| GUARDIAN PHARMACY SVCS INC | 40145W101 | CL A | 200,000 | $4,262,000 | dollars as filed | |
| ADT INC DEL COM | 00090Q103 | Stock | 500,000 | $4,235,000 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 100,000 | $3,610,000 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 150,000 | $3,538,500 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 100,000 | $3,451,000 | dollars as filed | |
| ATLAS ENERGY SOLUTIONS INC | 642045108 | COM NEW | 250,000 | $3,342,500 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 15,000 | $3,196,200 | dollars as filed | |
| CRESCENT ENERGY COMPANY CL A COM | 44952J104 | Stock | 250,000 | $2,150,000 | dollars as filed | |
| ASPEN INSURANCE HOLDINGS LTD | G05384501 | ORD SHS CL A | 60,000 | $1,888,200 | dollars as filed | |
| BOWHEAD SPECIALTY HOLDINGS I | 10240L102 | COMMON STOCK | 50,000 | $1,876,500 | dollars as filed | |
| ETORO GROUP LTD A | G32089107 | COMMON STOCK | 25,000 | $1,664,750 | dollars as filed | |
| TWFG INC | 87318A101 | COM CL A | 40,000 | $1,400,000 | dollars as filed | |
| CARIS LIFE SCIENCES INC | 142152107 | COMMON STOCK | 50,000 | $1,336,000 | dollars as filed | |
| FLOWCO HLDGS INC | 342909108 | COM CL A | 70,000 | $1,246,700 | dollars as filed | |
| ECOVYST INC | 27923Q109 | COM | 150,000 | $1,234,500 | dollars as filed | |
| AMERICAN INTEGRITY INSURANCE | 026948109 | COMMON STOCK | 50,000 | $919,500 | dollars as filed | |
| INFINITY NATURAL RESOUR CL A | 456941103 | COMMON STOCK | 50,000 | $915,500 | dollars as filed | |
| MNTN INC | 55318A108 | CL A | 24,500 | $535,815 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-001923 | this filing | 2025-08-13 | acceptance time not in the bulk data set |