Sand Grove Capital Management LLP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Sand Grove Capital Management LLP reported 11 stock positions worth $198.6 million. Its top holding was Amedisys (AMED) at 15.3% of the portfolio, followed by Blueprint Medicines (BPMC, 13.6%) and Springworks Therapeutics (SWTX, 13.5%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 1 and reduced 2. The biggest buy was a new position in Blueprint Medicines (BPMC) and the biggest sale an exit from Frontier Communications Pare (FYBR).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0001665077
- Portfolio Value
- $198.6M (Q2 2025)
- SEC Filing
- 0001665077-25-000005 ↗ filed Aug 14, 2025
Holdings Value
Holdings 11 stocks · $198.6M
| AMED Amedisys Inc. | 15.27% | 308,254 | $30.3M | Add +57.5% |
| BPMC Blueprint Medicines Corp. | 13.62% | 211,124 | $27.1M | New |
| SWTX Springworks Therapeutics Inc. | 13.54% | 572,392 | $26.9M | New |
| BASE Couchbase Inc. | 9.79% | 797,736 | $19.4M | New |
| TXNM TXNM Energy Inc. | 9.62% | 339,204 | $19.1M | New |
| HES Hess Corp. | 8.98% | 128,726 | $17.8M | Reduce -42.3% |
| COOP Mr Cooper Group Inc. | 7.89% | 105,072 | $15.7M | New |
| K Kellanova | 6.88% | 171,815 | $13.7M | Reduce -26.5% |
| FL Foot Locker Inc. | 6.27% | 508,528 | $12.5M | New |
| OMC Omnicom Group | 6.01% | 166,039 | $11.9M | New |
| CCRN Cross Country Healthcare Inc. | 2.11% | 321,845 | $4.2M | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| BPMC Blueprint Medicines Corp. | New | 13.62% | +13.62 |
| SWTX Springworks Therapeutics Inc. | New | 13.54% | +13.54 |
| BASE Couchbase Inc. | New | 9.79% | +9.79 |
| TXNM TXNM Energy Inc. | New | 9.62% | +9.62 |
| COOP Mr Cooper Group Inc. | New | 7.89% | +7.89 |
| FL Foot Locker Inc. | New | 6.27% | +6.27 |
| OMC Omnicom Group | New | 6.01% | +6.01 |
| CCRN Cross Country Healthcare Inc. | New | 2.11% | +2.11 |
| AMED Amedisys Inc. | Add +57.5% | 15.27% | +0.25 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $357.4M | TWO, WBD, AAUC, WBS, NSC |
| Q1 2026 | 18 | $427.5M | WBD, WBS, TXNM, TWO, AAUC |
| Q4 2025 | 12 | $295.0M | TXNM, WBD, EA, HOLX, NSC |
| Q3 2025 | 12 | $204.7M | TXNM, K, NSC, MRUS, EA |
| Q2 2025 | 11 | $198.6M | AMED, BPMC, SWTX, BASE, TXNM |
| Q1 2025 | 6 | $120.7M | HES, FYBR, K, AMED, SPR |
| Q4 2024 | 13 | $206.1M | HES, SMAR, FYBR, K, SUM |
| Q3 2024 | 14 | $248.2M | AMED, HES, CTLT, SQSP, K |
| Q2 2024 | 20 | $342.1M | HES, ACI, AMED, CERE, HOLI |
| Q1 2024 | 22 | $437.1M | HES, PXD, ACI, HOLI, NGMS |