SEVEN GRAND MANAGERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKLO | 100K | $11.16M |
 | GRDN | 100K | $2.62M |
 | LTM | 100K | $4.53M |
 | VVX | 100K | $5.81M |
 | ETOR | 100K | $4.13M |
 | KGS | 100K | $3.70M |
 | CAI | 100K | $3.02M |
 | BRCB | 100K | $2.39M |
 | ORLY | 90K | $9.70M |
 | SPXC | 75K | $14.01M |
 | LOAR | 75K | $6.00M |
 | BOW | 75K | $2.03M |
 | MSFT | 75K | $38.85M |
 | LYV | 75K | $12.26M |
 | SFNC | 75K | $1.44M |
 | PLTR | 71K | $12.95M |
 | FLOC | 70K | $1.04M |
 | AMAT | 60K | $12.28M |
 | MCK | 60K | $46.35M |
 | NSC | 51K | $15.32M |
Oklo Inc.
OKLO
Shares Held
100K
Value
$11.16M
Guardian Pharmacy Services, Inc.
GRDN
Shares Held
100K
Value
$2.62M
LATAM Airlines Group S.A.
LTM
Shares Held
100K
Value
$4.53M
V2X, Inc.
VVX
Shares Held
100K
Value
$5.81M
eToro Group Ltd.
ETOR
Shares Held
100K
Value
$4.13M
Kodiak Gas Services, Inc.
KGS
Shares Held
100K
Value
$3.70M
Caris Life Sciences, Inc.
CAI
Shares Held
100K
Value
$3.02M
Black Rock Coffee Bar, Inc. Class A Common Stock
BRCB
Shares Held
100K
Value
$2.39M
O'Reilly Automotive, Inc.
ORLY
Shares Held
90K
Value
$9.70M
SPX Technologies, Inc.
SPXC
Shares Held
75K
Value
$14.01M
Loar Holdings Inc.
LOAR
Shares Held
75K
Value
$6.00M
Bowhead Specialty Holdings Inc.
BOW
Shares Held
75K
Value
$2.03M
Microsoft Corporation
MSFT
Shares Held
75K
Value
$38.85M
Live Nation Entertainment, Inc.
LYV
Shares Held
75K
Value
$12.26M
Simmons First National Corporation
SFNC
Shares Held
75K
Value
$1.44M
Palantir Technologies Inc.
PLTR
Shares Held
71K
Value
$12.95M
Flowco Holdings Inc.
FLOC
Shares Held
70K
Value
$1.04M
Applied Materials, Inc.
AMAT
Shares Held
60K
Value
$12.28M
McKesson Corporation
MCK
Shares Held
60K
Value
$46.35M
Norfolk Southern Corporation
NSC
Shares Held
51K
Value
$15.32M