Seven Grand Managers, LLC Top Holdings and 13F Report (2025) About Seven Grand Managers, LLCInvestment ActivitySeven Grand Managers, LLC has $833.77 million in total holdings as of June 30, 2025.Seven Grand Managers, LLC owns shares of 62 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 62.74% of the portfolio was purchased this quarter.About 16.93% of the portfolio was sold this quarter.This quarter, Seven Grand Managers, LLC has purchased 41 new stocks and bought additional shares in 10 stocks.Seven Grand Managers, LLC sold shares of 0 stocks and completely divested from 11 stocks this quarter.Largest Holdings Brown & Brown $83,152,500Microsoft $61,078,466PRIMO BRANDS CORPORATION $59,240,000Nasdaq $44,710,000SERVICETITAN INC $28,938,600 Largest New Holdings this Quarter 115236101 - Brown & Brown $83,152,500 Holding594918104 - Microsoft $61,078,466 Holding36317J209 - GALAXY DIGITAL INC. $27,375,000 Holding874054109 - Take-Two Interactive Software $24,285,000 Holding50077B207 - Kratos Defense & Security Solutions $23,225,000 Holding Largest Purchases this Quarter Brown & Brown 750,000 shares (about $83.15M)Microsoft 122,793 shares (about $61.08M)PRIMO BRANDS CORPORATION 1,000,000 shares (about $29.62M)GALAXY DIGITAL INC. 1,250,000 shares (about $27.38M)Take-Two Interactive Software 100,000 shares (about $24.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSeven Grand Managers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBROBrown & Brown$83,152,500$83,152,500 ▲New Holding750,00010.0%FinanceMSFTMicrosoft$61,078,466$61,078,466 ▲New Holding122,7937.3%Computer and TechnologyPRIMO BRANDS CORPORATION$59,240,000$29,620,000 ▲100.0%2,000,0007.1%CLASS A COM SHSNDAQNasdaq$44,710,0000.0%500,0005.4%FinanceSERVICETITAN INC$28,938,600$20,900,100 ▲260.0%270,0003.5%SHS CL AGALAXY DIGITAL INC.$27,375,000$27,375,000 ▲New Holding1,250,0003.3%CL AWAYSTAR HLDG CORP$24,522,000$4,087,000 ▲20.0%600,0002.9%COMTTWOTake-Two Interactive Software$24,285,000$24,285,000 ▲New Holding100,0002.9%Consumer DiscretionaryONESTREAM INC$24,055,000$9,905,000 ▲70.0%850,0002.9%CL ASTANDARDAERO INC$23,737,500$3,956,250 ▲20.0%750,0002.8%COMKTOSKratos Defense & Security Solutions$23,225,000$23,225,000 ▲New Holding500,0002.8%AerospaceLYVLive Nation Entertainment$22,692,000$22,692,000 ▲New Holding150,0002.7%Consumer DiscretionarySANDISK CORP$22,675,000$22,675,000 ▲New Holding500,0002.7%COMLPLALPL Financial$18,748,5000.0%50,0002.2%FinanceUL SOLUTIONS INC$18,215,0000.0%250,0002.2%CLASS A COM SHSKARMAN HLDGS INC$17,629,5000.0%350,0002.1%COMMON STOCKMAREX GROUP PLC$17,618,382$10,711,132 ▲155.1%446,3742.1%ORDAEPAmerican Electric Power$15,564,0000.0%150,0001.9%UtilitiesQXO INC$14,938,852$14,938,852 ▲New Holding693,5401.8%COM NEWCWANClearwater Analytics$14,629,569$12,436,569 ▲567.1%667,1031.8%Computer and TechnologyHINGE HEALTH INC$12,937,500$12,937,500 ▲New Holding250,0001.6%CL AAMER SPORTS INC$11,628,0000.0%300,0001.4%COM SHSSAILPOINT INC$11,430,0000.0%500,0001.4%COMESLTElbit Systems$11,237,500$11,237,500 ▲New Holding25,0001.3%AerospaceALCCAltC Acquisition$11,198,000$11,198,000 ▲New Holding200,0001.3%EnergyGGALGrupo Financiero Galicia$10,078,000$10,078,000 ▲New Holding200,0001.2%FinanceBIRKENSTOCK HOLDING PLC$9,836,000$9,836,000 ▲New Holding200,0001.2%COM SHSLINEAGE INC$8,704,0000.0%200,0001.0%COMIDAIDACORP$8,658,750$8,658,750 ▲New Holding75,0001.0%UtilitiesLOAR HOLDINGS INC$8,617,0000.0%100,0001.0%COM SHSJNJJohnson & Johnson$8,248,500$8,248,500 ▲New Holding54,0001.0%MedicalAAPLApple$8,206,800$8,206,800 ▲New Holding40,0001.0%Computer and TechnologyORLYO'Reilly Automotive$8,111,700$8,111,700 ▲New Holding90,0001.0%Retail/WholesaleANSSANSYS$8,078,060$8,078,060 ▲New Holding23,0001.0%Computer and TechnologyVIPER ENERGY INC$7,626,0000.0%200,0000.9%CL AMMYTMakeMyTrip$7,351,500$7,351,500 ▲New Holding75,0000.9%Computer and TechnologyCARRCarrier Global$7,319,000$7,319,000 ▲New Holding100,0000.9%ConstructionCALMCal-Maine Foods$6,974,100$6,974,100 ▲New Holding70,0000.8%Basic MaterialsBBB FOODS INC$6,940,0000.0%250,0000.8%CL A COMVOYAGER TECHNOLOGIES INC$6,868,750$6,868,750 ▲New Holding175,0000.8%COM CL AKGSKodiak Gas Services$6,854,0000.0%200,0000.8%EnergyLANDBRIDGE COMPANY LLC$6,758,0000.0%100,0000.8%CL ACHWYChewy$6,393,000$6,393,000 ▲New Holding150,0000.8%Retail/WholesaleSMITHFIELD FOODS INC$5,882,5000.0%250,0000.7%COMGUARDIAN PHARMACY SVCS INC$4,262,000$2,131,000 ▲100.0%200,0000.5%CL AADTADT$4,235,0000.0%500,0000.5%IndustrialsCOCOVita Coco$3,610,000$3,610,000 ▲New Holding100,0000.4%Consumer StaplesBRIGHTSPRING HEALTH SVCS INC$3,538,5000.0%150,0000.4%COMCHIME FINL INC$3,451,000$3,451,000 ▲New Holding100,0000.4%COM SHS CL AATLAS ENERGY SOLUTIONS INC$3,342,5000.0%250,0000.4%COM NEWSITMSiTime$3,196,200$3,196,200 ▲New Holding15,0000.4%Computer and TechnologyCRGYCrescent Energy$2,150,0000.0%250,0000.3%EnergyASPEN INSURANCE HOLDINGS LTD$1,888,200$1,888,200 ▲New Holding60,0000.2%ORD SHS CL ABOWHEAD SPECIALTY HLDGS INC$1,876,5000.0%50,0000.2%COM SHSETORO GROUP LTD$1,664,750$1,664,750 ▲New Holding25,0000.2%SHS CL ATWFG INC$1,400,000$350,000 ▲33.3%40,0000.2%COM CL ACARIS LIFE SCIENCES INC$1,336,000$1,336,000 ▲New Holding50,0000.2%COMFLOWCO HLDGS INC$1,246,7000.0%70,0000.1%COM CL AECVTEcovyst$1,234,500$1,234,500 ▲New Holding150,0000.1%Basic MaterialsAMERICAN INTEGRITY INS GROUP$919,500$919,500 ▲New Holding50,0000.1%COMINFINITY NAT RES INC$915,500$274,650 ▲42.9%50,0000.1%COM CL AMNTN INC$535,815$535,815 ▲New Holding24,5000.1%CL AKDPKeurig Dr Pepper$0$51,330,000 ▼-100.0%00.0%Consumer StaplesSOSouthern$0$27,585,000 ▼-100.0%00.0%UtilitiesETREntergy$0$25,647,000 ▼-100.0%00.0%UtilitiesCYBRCyberArk Software$0$16,900,000 ▼-100.0%00.0%Computer and TechnologyFGF&G Annuities & Life$0$9,012,500 ▼-100.0%00.0%FinanceCOREWEAVE INC$0$4,264,200 ▼-100.0%00.0%COM CL AAMENTUM HOLDINGS INC$0$1,820,000 ▼-100.0%00.0%COMKLCKinderCare Learning Companies$0$1,738,500 ▼-100.0%00.0%Consumer DiscretionaryARDENT HEALTH PARTNERS INC$0$1,375,000 ▼-100.0%00.0%COMTITAN AMER SA$0$946,400 ▼-100.0%00.0%COMMON SHARESGESHER ACQUISITION CORP. II$0$500,678 ▼-100.0%00.0%UNIT 03/11/2030Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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