Sand Grove Capital Management LLP
19 holdingsFiling period: 2026-03-31Current AUM: $440.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WBD | WARNER BROS DISCOVERY INC | 1.45M | $39.7M | $38.1M | 8.63% | +429.7K | 2026-03-31 |
| 2 | WBS | WEBSTER FINL CORP | 565.8K | $39.3M | $43.7M | 9.91% | -- | 2026-03-31 |
| 3 | TXNM | TXNM ENERGY INC | 662.1K | $38.7M | $38.3M | 8.70% | +65.5K | 2026-03-31 |
| 4 | TWO | TWO HARBORS INVENTMENT CORPO | 3.09M | $35.3M | $37.4M | 8.49% | -- | 2026-03-31 |
| 5 | AAUC | ALLIED GOLD CORP | 1.14M | $35.1M | $20.6M | 4.68% | -- | 2026-03-31 |
| 6 | NSC | NORFOLK SOUTHN CORP | 104.6K | $30.0M | $35.1M | 7.96% | +19.8K | 2026-03-31 |
| 7 | EA | ELECTRONIC ARTS INC | 144.7K | $29.5M | $30.4M | 6.89% | +5.1K | 2026-03-31 |
| 8 | PEN | PENUMBRA INC | 86.8K | $28.5M | $27.9M | 6.32% | -- | 2026-03-31 |
| 9 | — | IHS HOLDING LIMITED | 3.42M | $28.2M | $28.2M | 6.39% | -- | 2026-03-31 |
| 10 | AES | AES CORP | 1.74M | $24.5M | $25.5M | 5.78% | -- | 2026-03-31 |
| 11 | SLAB | SILICON LABORATORIES INC | 112.4K | $23.4M | $24.4M | 5.54% | -- | 2026-03-31 |
| 12 | CWAN | CLEARWATER ANALYTICS HLDGS I | 931.0K | $22.0M | $22.0M | 4.99% | -- | 2026-03-31 |
| 13 | — | VALARIS LTD | 173.8K | $17.0M | $17.0M | 3.87% | -- | 2026-03-31 |
| 14 | TERN | TERNS PHARMACEUTICALS INC | 316.1K | $16.7M | $16.7M | 3.78% | -- | 2026-03-31 |
| 15 | GLDD | GREAT LAKES DREDGE & DOCK CO | 893.2K | $15.2M | $15.2M | 3.44% | -- | 2026-03-31 |
| 16 | DVN | DEVON ENERGY CORP NEW | 126.0K | $6.3M | $5.7M | 1.29% | -- | 2026-03-31 |
| 17 | CTRA | COTERRA ENERGY INC | 180.2K | $6.3M | $6.3M | 1.44% | -- | 2026-03-31 |
| 18 | TERN | TERNS PHARMACEUTICALS INC | 82.0K | $4.3M | $4.3M | 0.98% | -- | 2026-03-31 |
| 19 | EHAB | ENHABIT INC | 289.2K | $4.1M | $4.1M | 0.92% | -- | 2026-03-31 |
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