Seven Grand Managers, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Seven Grand Managers, LLC reported 44 stock positions worth $204.2 million. Its top holding was Nextpower (NXT) at 8.3% of the portfolio, followed by Core & Main Class A (CNM, 7.0%) and Dominion Energy (D, 6.0%). Compared with Q4 2023, it opened 33 new positions, sold out of 22, added to 5 and reduced 5. The biggest buy was Nextpower (NXT, shares +650%) and the biggest sale Permian Resources Class A (PR, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- BRONXVILLE, NY
- CIK
- 0001909126
- Portfolio Value
- $204.2M (Q1 2024)
- SEC Filing
- 0001420506-24-000631 ↗ filed Apr 23, 2024
Holdings Value
Holdings 44 stocks · $204.2M
| NXT Nextpower Inc. filed as NEXTRACKER INC | 8.27% | 300,000 | $16.9M | Add +650.0% |
| CNM Core & Main Inc. Class A | 7.01% | 250,000 | $14.3M | Add +198.3% |
| D Dominion Energy Inc. | 6.02% | 250,000 | $12.3M | New |
| SMCI Super Micro Computer Inc. | 4.95% | 10,000 | $10.1M | Reduce -62.3% |
| EXC Exelon Corp. | 4.60% | 250,000 | $9.4M | New |
| ARM Arm Holdings PLC-ADR | 4.59% | 75,000 | $9.4M | Reduce -50.0% |
| GEHC GE Healthcare Technology | 4.45% | 100,000 | $9.1M | New |
| PR Permian Resources Corp. Class A | 4.32% | 500,000 | $8.8M | Reduce -46.0% |
| CAVA Cava Group Inc. | 4.29% | 125,000 | $8.8M | Add +400.0% |
| SNX TD Synnex Corp. | 4.13% | 74,500 | $8.4M | New |
| TRNO Terreno Realty Corp. | 3.90% | 120,000 | $8.0M | New |
| KDP Keurig Dr Pepper Inc. | 3.75% | 250,000 | $7.7M | New |
| MTDR Matador Resources Co. | 2.86% | 87,500 | $5.8M | New |
| BROS Dutch Bros Inc. Class A | 2.42% | 150,000 | $5.0M | Add +650.0% |
| EPRT Essential Properties Realty | 2.34% | 179,500 | $4.8M | New |
| CCC CCC Intelligent Solutions Ho | 2.34% | 400,000 | $4.8M | New |
| CRGY Crescent Energy Inc. Class A | 2.33% | 400,000 | $4.8M | New |
| NDAQ Nasdaq Inc. | 2.32% | 75,000 | $4.7M | New |
| ODD Oddity Tech Ltd. Class A | 2.13% | 100,000 | $4.3M | New |
| SNOW Snowflake Inc. | 1.98% | 25,000 | $4.0M | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.86% | 62,500 | $3.8M | New |
| PNW Pinnacle West Capital | 1.83% | 50,000 | $3.7M | New |
| ALAB Astera Labs Inc. | 1.82% | 50,000 | $3.7M | New |
| GFL GFL Environmental Inc.-Sub VT | 1.69% | 100,000 | $3.5M | New |
| CWAN Clearwater Analytics HDS-A | 1.30% | 150,000 | $2.7M | Reduce -32.3% |
| PTEN Patterson-Uti Energy Inc. | 1.17% | 200,000 | $2.4M | New |
| TBBB BBB Foods Inc. Class A | 1.16% | 100,000 | $2.4M | New |
| SN Sharkninja Inc. | 1.14% | 37,500 | $2.3M | Add +11.3% |
| REVG Rev Group Inc. | 1.08% | 100,000 | $2.2M | New |
| STVN Stevanato Group SPA | 0.93% | 59,100 | $1.9M | New |
| BTSG Brightspring Health Services | 0.80% | 150,000 | $1.6M | New |
| AS Amer Sports Inc. | 0.80% | 100,000 | $1.6M | New |
| COLD Americold Realty Trust Inc. | 0.78% | 64,000 | $1.6M | New |
| SDHC Smith Douglas Homes Corp. | 0.73% | 50,000 | $1.5M | New |
| DNB Dun & Bradstreet Holdings Inc. | 0.61% | 125,000 | $1.3M | New |
| BILI Bilibili Inc.-Sponsored ADR | 0.55% | 100,000 | $1.1M | New |
| AUNA Auna SA Class A | 0.52% | 100,000 | $1.1M | New |
| AHR American Healthcare REIT Inc. | 0.51% | 70,000 | $1.0M | New |
| RDDT Reddit Inc. Class A | 0.48% | 20,000 | $986K | New |
| KGS Kodiak Gas Services Inc. | 0.47% | 35,000 | $957K | Reduce -48.5% |
| BWMN Bowman Consulting Group Ltd. | 0.26% | 15,400 | $536K | New |
| ESTC Elastic NV | 0.25% | 5,000 | $501K | New |
| STOK Stoke Therapeutics Inc. | 0.20% | 30,000 | $405K | New |
| HUMA Humacyte Inc. | 0.08% | 50,000 | $156K | New |
Portfolio Sells Q4 2023 → Q1 2024
| PR Permian Resources Corp. Class A | Reduce -46.0% | 4.32% | −7.69 |
| ARM Arm Holdings PLC-ADR | Reduce -50.0% | 4.59% | −6.17 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −5.58 |
| PCG P G & E Corp. | Sold out | 0.00% | −5.16 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −4.70 |
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −4.55 |
| CRBG Corebridge Financial Inc. | Sold out | 0.00% | −4.14 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −3.30 |
| BECN Beacon Roofing Supply Inc. | Sold out | 0.00% | −3.12 |
| CWAN Clearwater Analytics HDS-A | Reduce -32.3% | 1.30% | −2.93 |
| CPK Chesapeake Utilities Corp. | Sold out | 0.00% | −2.52 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −2.33 |
| NTNX Nutanix Inc. Class A | Sold out | 0.00% | −2.28 |
| SMCI Super Micro Computer Inc. | Reduce -62.3% | 4.95% | −2.25 |
| SKWD Skyward Specialty Insurance | Sold out | 0.00% | −1.62 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −1.60 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −1.54 |
| ATEC Alphatec Holdings Inc. | Sold out | 0.00% | −1.44 |
| SBOW Silverbow Resources Inc. | Sold out | 0.00% | −1.39 |
| DRS Leonardo DRS Inc. | Sold out | 0.00% | −1.34 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −1.33 |
| HG Hamilton Insurance Grou Class B | Sold out | 0.00% | −1.07 |
| KGS Kodiak Gas Services Inc. | Reduce -48.5% | 0.47% | −0.83 |
| VTMX Corp. Inmobiliaria Vesta-ADR | Sold out | 0.00% | −0.76 |
| GTES Gates Industrial Corp. UK Ltd. | Sold out | 0.00% | −0.64 |
| ALIT Alight Inc. Class A | Sold out | 0.00% | −0.61 |
| VIVID SEATS INC | Sold out | 0.00% | −0.45 |
Portfolio Buys Q4 2023 → Q1 2024
| NXT Nextpower Inc. | Add +650.0% | 8.27% | +6.48 |
| D Dominion Energy Inc. | New | 6.02% | +6.02 |
| EXC Exelon Corp. | New | 4.60% | +4.60 |
| GEHC GE Healthcare Technology | New | 4.45% | +4.45 |
| SNX TD Synnex Corp. | New | 4.13% | +4.13 |
| TRNO Terreno Realty Corp. | New | 3.90% | +3.90 |
| CNM Core & Main Inc. Class A | Add +198.3% | 7.01% | +3.77 |
| KDP Keurig Dr Pepper Inc. | New | 3.75% | +3.75 |
| CAVA Cava Group Inc. | Add +400.0% | 4.29% | +3.26 |
| MTDR Matador Resources Co. | New | 2.86% | +2.86 |
| EPRT Essential Properties Realty | New | 2.34% | +2.34 |
| CCC CCC Intelligent Solutions Ho | New | 2.34% | +2.34 |
| CRGY Crescent Energy Inc. Class A | New | 2.33% | +2.33 |
| NDAQ Nasdaq Inc. | New | 2.32% | +2.32 |
| ODD Oddity Tech Ltd. Class A | New | 2.13% | +2.13 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 1.86% | +1.86 |
| PNW Pinnacle West Capital | New | 1.83% | +1.83 |
| BROS Dutch Bros Inc. Class A | Add +650.0% | 2.42% | +1.82 |
| ALAB Astera Labs Inc. | New | 1.82% | +1.82 |
| GFL GFL Environmental Inc.-Sub VT | New | 1.69% | +1.69 |
| PTEN Patterson-Uti Energy Inc. | New | 1.17% | +1.17 |
| TBBB BBB Foods Inc. Class A | New | 1.16% | +1.16 |
| REVG Rev Group Inc. | New | 1.08% | +1.08 |
| STVN Stevanato Group SPA | New | 0.93% | +0.93 |
| BTSG Brightspring Health Services | New | 0.80% | +0.80 |
| AS Amer Sports Inc. | New | 0.80% | +0.80 |
| COLD Americold Realty Trust Inc. | New | 0.78% | +0.78 |
| SDHC Smith Douglas Homes Corp. | New | 0.73% | +0.73 |
| DNB Dun & Bradstreet Holdings Inc. | New | 0.61% | +0.61 |
| BILI Bilibili Inc.-Sponsored ADR | New | 0.55% | +0.55 |
| AUNA Auna SA Class A | New | 0.52% | +0.52 |
| AHR American Healthcare REIT Inc. | New | 0.51% | +0.51 |
| RDDT Reddit Inc. Class A | New | 0.48% | +0.48 |
| BWMN Bowman Consulting Group Ltd. | New | 0.26% | +0.26 |
| ESTC Elastic NV | New | 0.25% | +0.25 |
| STOK Stoke Therapeutics Inc. | New | 0.20% | +0.20 |
| HUMA Humacyte Inc. | New | 0.08% | +0.08 |
| SN Sharkninja Inc. | Add +11.3% | 1.14% | −0.50 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 174 | $2.5B | SPCX, MDLN, DLR, NVDA, LHX |
| Q1 2026 | 167 | $1.5B | MDLN, LHX, ECHO, TSLA, FANG |
| Q4 2025 | 138 | $1.3B | MSFT, NDAQ, MDLN, SNDK, ITT |
| Q3 2025 | 99 | $1.2B | GLXY, TMUS, MCK, KTOS, NDAQ |
| Q2 2025 | 62 | $833.8M | BRO, MSFT, PRMB, NDAQ, TTAN |
| Q1 2025 | 41 | $428.3M | KDP, NDAQ, PRMB, SO, ETR |
| Q4 2024 | 37 | $218.5M | NDAQ, CYBR, ULS, BA, VIK |
| Q3 2024 | 65 | $448.9M | NDAQ, LINE, DELL, GEHC, COR |
| Q2 2024 | 50 | $221.4M | APP, ARM, D, TTWO, GFS |
| Q1 2024 | 44 | $204.2M | NXT, CNM, D, SMCI, EXC |