Seven Grand Managers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Seven Grand Managers, LLC reported 62 stock positions worth $833.8 million. Its top holding was Brown & Brown (BRO) at 10.0% of the portfolio, followed by Microsoft (MSFT, 7.3%) and Primo Brands (PRMB, 7.1%). Compared with Q1 2025, it opened 32 new positions, sold out of 11 and added to 10. The biggest buy was a new position in Brown & Brown (BRO) and the biggest sale an exit from Keurig Dr Pepper (KDP).
- Most Recent 13F
- Q2 2026
- Location
- BRONXVILLE, NY
- CIK
- 0001909126
- Portfolio Value
- $833.8M (Q2 2025)
- SEC Filing
- 0001420506-25-001923 ↗ filed Aug 13, 2025
Holdings Value
Holdings 62 stocks · $833.8M
| BRO Brown & Brown Inc. | 9.97% | 750,000 | $83.2M | New |
| MSFT Microsoft Corp. | 7.33% | 122,793 | $61.1M | New |
| PRMB Primo Brands Corp. | 7.11% | 2,000,000 | $59.2M | Add +100.0% |
| NDAQ Nasdaq Inc. | 5.36% | 500,000 | $44.7M | No change |
| TTAN Servicetitan Inc. Class A | 3.47% | 270,000 | $28.9M | Add +260.0% |
| GLXY Galaxy Digital Inc. Class A | 3.28% | 1,250,000 | $27.4M | New |
| WAY Waystar Holding Corp. | 2.94% | 600,000 | $24.5M | Add +20.0% |
| TTWO Take-Two Interactive Softwre | 2.91% | 100,000 | $24.3M | New |
| OS Onestream Inc. | 2.89% | 850,000 | $24.1M | Add +70.0% |
| SARO Standardaero Inc. | 2.85% | 750,000 | $23.7M | Add +20.0% |
| KTOS Kratos Defense & Security | 2.79% | 500,000 | $23.2M | New |
| LYV Live Nation Entertainment Inc. | 2.72% | 150,000 | $22.7M | New |
| SNDK Sandisk Corp. | 2.72% | 500,000 | $22.7M | New |
| LPLA LPL Financial Holdings Inc. | 2.25% | 50,000 | $18.7M | No change |
| ULS Ul Solutions Inc. Class A | 2.18% | 250,000 | $18.2M | No change |
| KRMN Karman Holdings Inc. | 2.11% | 350,000 | $17.6M | No change |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 2.11% | 446,374 | $17.6M | Add +155.1% |
| AEP American Electric Power | 1.87% | 150,000 | $15.6M | No change |
| QXO Qxo Inc. | 1.79% | 693,540 | $14.9M | New |
| CWAN Clearwater Analytics HDS-A | 1.75% | 667,103 | $14.6M | Add +567.1% |
| HNGE Hinge Health Inc. Class A | 1.55% | 250,000 | $12.9M | New |
| AS Amer Sports Inc. | 1.39% | 300,000 | $11.6M | No change |
| SAIL Sailpoint Inc. | 1.37% | 500,000 | $11.4M | No change |
| ESLT Elbit Systems Ltd. | 1.35% | 25,000 | $11.2M | New |
| OKLO Oklo Inc. | 1.34% | 200,000 | $11.2M | New |
| GGAL Grupo Financiero Galicia-ADR | 1.21% | 200,000 | $10.1M | New |
| BIRK Birkenstock Holding PLC | 1.18% | 200,000 | $9.8M | New |
| LINE Lineage Inc. | 1.04% | 200,000 | $8.7M | No change |
| IDA Idacorp Inc. | 1.04% | 75,000 | $8.7M | New |
| LOAR Loar Holdings Inc. | 1.03% | 100,000 | $8.6M | No change |
| JNJ Johnson & Johnson | 0.99% | 54,000 | $8.2M | New |
| AAPL Apple Inc. | 0.98% | 40,000 | $8.2M | New |
| ORLY O'reilly Automotive Inc. | 0.97% | 90,000 | $8.1M | New |
| ANSS Ansys Inc. | 0.97% | 23,000 | $8.1M | New |
| VNOM Viper Energy Inc. | 0.91% | 200,000 | $7.6M | No change |
| MMYT Makemytrip Ltd. | 0.88% | 75,000 | $7.4M | New |
| CARR Carrier Global Corp. | 0.88% | 100,000 | $7.3M | New |
| CALM Cal-Maine Foods Inc. | 0.84% | 70,000 | $7.0M | New |
| TBBB BBB Foods Inc. Class A | 0.83% | 250,000 | $6.9M | No change |
| VOYG Voyager Technologies Inc. Class A | 0.82% | 175,000 | $6.9M | New |
| KGS Kodiak Gas Services Inc. | 0.82% | 200,000 | $6.9M | No change |
| LB Landbridge Co. LLC-A | 0.81% | 100,000 | $6.8M | No change |
| CHWY Chewy Inc. Class A | 0.77% | 150,000 | $6.4M | New |
| SFD Smithfield Foods Inc. | 0.71% | 250,000 | $5.9M | No change |
| GRDN Guardian Phrmcy Services-A | 0.51% | 200,000 | $4.3M | Add +100.0% |
| ADT Adt Inc. | 0.51% | 500,000 | $4.2M | No change |
| COCO The Vita Coco Co. Inc. | 0.43% | 100,000 | $3.6M | New |
| BTSG Brightspring Health Services | 0.42% | 150,000 | $3.5M | No change |
| CHYM Chime Financial Inc. Class A | 0.41% | 100,000 | $3.5M | New |
| AESI Atlas Energy Solutions Inc. | 0.40% | 250,000 | $3.3M | No change |
| SITM Sitime Corp. | 0.38% | 15,000 | $3.2M | New |
| CRGY Crescent Energy Inc. Class A | 0.26% | 250,000 | $2.1M | No change |
| AHL Aspen Insurance Holdings Class A | 0.23% | 60,000 | $1.9M | New |
| BOW Bowhead Specialty Holdings I | 0.23% | 50,000 | $1.9M | No change |
| ETOR Etoro Group Ltd. Class A | 0.20% | 25,000 | $1.7M | New |
| TWFG TWFG Inc. | 0.17% | 40,000 | $1.4M | Add +33.3% |
| CAI Caris Life Sciences Inc. | 0.16% | 50,000 | $1.3M | New |
| FLOC Flowco Holdings Inc. Class A | 0.15% | 70,000 | $1.2M | No change |
| ECVT Ecovyst Inc. | 0.15% | 150,000 | $1.2M | New |
| AII American Integrity Insurance | 0.11% | 50,000 | $920K | New |
| INR Infinity Natural Resour Class A | 0.11% | 50,000 | $916K | Add +42.9% |
| MNTN MNTN Inc. Class A | 0.06% | 24,500 | $536K | New |
Portfolio Sells Q1 2025 → Q2 2025
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −11.98 |
| SO The Southern Co. | Sold out | 0.00% | −6.44 |
| ETR Entergy Corp. | Sold out | 0.00% | −5.99 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −3.95 |
| FG F&G Annuities & Life Inc. | Sold out | 0.00% | −2.10 |
| CRWV Coreweave Inc. Class A | Sold out | 0.00% | −1.00 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.42 |
| KLC Kindercare Learning Cos Inc. | Sold out | 0.00% | −0.41 |
| ARDT Ardent Health Inc. | Sold out | 0.00% | −0.32 |
| TTAM Titan America SA | Sold out | 0.00% | −0.22 |
| GSHRU Gesher Acquisition Corp. II | Sold out | 0.00% | −0.12 |
Portfolio Buys Q1 2025 → Q2 2025
| BRO Brown & Brown Inc. | New | 9.97% | +9.97 |
| MSFT Microsoft Corp. | New | 7.33% | +7.33 |
| GLXY Galaxy Digital Inc. Class A | New | 3.28% | +3.28 |
| TTWO Take-Two Interactive Softwre | New | 2.91% | +2.91 |
| KTOS Kratos Defense & Security | New | 2.79% | +2.79 |
| LYV Live Nation Entertainment Inc. | New | 2.72% | +2.72 |
| SNDK Sandisk Corp. | New | 2.72% | +2.72 |
| TTAN Servicetitan Inc. Class A | Add +260.0% | 3.47% | +1.81 |
| QXO Qxo Inc. | New | 1.79% | +1.79 |
| HNGE Hinge Health Inc. Class A | New | 1.55% | +1.55 |
| ESLT Elbit Systems Ltd. | New | 1.35% | +1.35 |
| OKLO Oklo Inc. | New | 1.34% | +1.34 |
| GGAL Grupo Financiero Galicia-ADR | New | 1.21% | +1.21 |
| BIRK Birkenstock Holding PLC | New | 1.18% | +1.18 |
| CWAN Clearwater Analytics HDS-A | Add +567.1% | 1.75% | +1.13 |
| IDA Idacorp Inc. | New | 1.04% | +1.04 |
| JNJ Johnson & Johnson | New | 0.99% | +0.99 |
| AAPL Apple Inc. | New | 0.98% | +0.98 |
| ORLY O'reilly Automotive Inc. | New | 0.97% | +0.97 |
| ANSS Ansys Inc. | New | 0.97% | +0.97 |
| MMYT Makemytrip Ltd. | New | 0.88% | +0.88 |
| CARR Carrier Global Corp. | New | 0.88% | +0.88 |
| CALM Cal-Maine Foods Inc. | New | 0.84% | +0.84 |
| VOYG Voyager Technologies Inc. Class A | New | 0.82% | +0.82 |
| CHWY Chewy Inc. Class A | New | 0.77% | +0.77 |
| MRX Marex UK Holdings Ltd. | Add +155.1% | 2.11% | +0.67 |
| COCO The Vita Coco Co. Inc. | New | 0.43% | +0.43 |
| CHYM Chime Financial Inc. Class A | New | 0.41% | +0.41 |
| OS Onestream Inc. | Add +70.0% | 2.89% | +0.39 |
| SITM Sitime Corp. | New | 0.38% | +0.38 |
| AHL Aspen Insurance Holdings Class A | New | 0.23% | +0.23 |
| ETOR Etoro Group Ltd. Class A | New | 0.20% | +0.20 |
| CAI Caris Life Sciences Inc. | New | 0.16% | +0.16 |
| ECVT Ecovyst Inc. | New | 0.15% | +0.15 |
| AII American Integrity Insurance | New | 0.11% | +0.11 |
| MNTN MNTN Inc. Class A | New | 0.06% | +0.06 |
| GRDN Guardian Phrmcy Services-A | Add +100.0% | 0.51% | +0.01 |
| INR Infinity Natural Resour Class A | Add +42.9% | 0.11% | −0.04 |
| TWFG TWFG Inc. | Add +33.3% | 0.17% | −0.05 |
| SARO Standardaero Inc. | Add +20.0% | 2.85% | −1.04 |
| PRMB Primo Brands Corp. | Add +100.0% | 7.11% | −1.18 |
| WAY Waystar Holding Corp. | Add +20.0% | 2.94% | −1.42 |
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 |