Seven Grand Managers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Seven Grand Managers, LLC reported 167 stock positions worth $1.5 billion. Its top holding was Medline Class A (MDLN) at 7.4% of the portfolio, followed by L3HARRIS Technologies (LHX, 6.3%) and Echostar Class A (ECHO, 5.5%). Compared with Q4 2025, it opened 76 new positions, sold out of 47, added to 20 and reduced 18. The biggest buy was a new position in L3HARRIS Technologies (LHX) and the biggest sale an exit from T-Mobile US (TMUS).
- Most Recent 13F
- Q2 2026
- Location
- BRONXVILLE, NY
- CIK
- 0001909126
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001420506-26-000805 ↗ filed May 6, 2026
Holdings Value
Holdings 167 stocks · $1.5B
| MDLN Medline Inc. Class A | 7.43% | 2,500,000 | $111.3M | Add +117.4% |
| LHX L3HARRIS Technologies Inc. | 6.34% | 275,000 | $94.9M | New |
| ECHO Echostar Corp. Class A | 5.48% | 700,000 | $81.9M | Add +250.0% |
| TSLA Tesla Inc. | 4.47% | 180,000 | $66.9M | Add +260.0% |
| FANG Diamondback Energy Inc. | 3.96% | 300,000 | $59.3M | New |
| LRCX Lam Research Corp. | 3.77% | 264,000 | $56.4M | New |
| AMAT Applied Materials Inc. | 3.43% | 150,000 | $51.3M | New |
| ITT Itt Inc. | 3.18% | 250,000 | $47.6M | No change |
| VNOM Viper Energy Inc. Class A | 2.51% | 800,000 | $37.6M | Add +300.0% |
| LGN Legence Corp. Class A | 2.26% | 600,000 | $33.9M | No change |
| SNDK Sandisk Corp. | 2.12% | 50,000 | $31.8M | Reduce -75.0% |
| MSFT Microsoft Corp. | 1.76% | 71,000 | $26.3M | Reduce -45.8% |
| NRG NRG Energy Inc. | 1.71% | 175,000 | $25.6M | New |
| BTSG Brightspring Health Services | 1.71% | 600,000 | $25.6M | Add +100.0% |
| GLXY Galaxy Digital Inc. Class A | 1.54% | 1,250,000 | $23.1M | No change |
| MIAX Miami International Holdings | 1.43% | 550,000 | $21.4M | Add +37.5% |
| NDAQ Nasdaq Inc. | 1.42% | 250,000 | $21.2M | Reduce -50.0% |
| ULS Ul Solutions Inc. Class A | 1.15% | 200,000 | $17.1M | Reduce -50.0% |
| VSEC Vse Corp. | 1.11% | 90,000 | $16.6M | Add +200.0% |
| SARO Standardaero Inc. | 1.10% | 637,500 | $16.5M | Add +70.0% |
| KGS Kodiak Gas Services Inc. | 0.97% | 250,000 | $14.6M | Reduce -50.0% |
| JOBY Joby Aviation Inc. | 0.97% | 1,750,000 | $14.5M | Add +75.0% |
| AVAV Aerovironment Inc. | 0.92% | 75,000 | $13.7M | Add +25.0% |
| ANDG Andersen Group Inc. Class A | 0.91% | 500,000 | $13.6M | No change |
| AS Amer Sports Inc. | 0.88% | 400,000 | $13.2M | New |
| QSR Restaurant Brands Intern | 0.86% | 175,000 | $12.9M | Reduce -50.0% |
| CRCL Circle Internet Group Inc. | 0.80% | 125,000 | $11.9M | No change |
| VIST Vista Energy Sab DE CV | 0.76% | 150,000 | $11.3M | New |
| AMKR Amkor Technology Inc. | 0.75% | 250,000 | $11.3M | New |
| GFS Globalfoundries Inc. | 0.74% | 250,000 | $11.1M | New |
| PLTR Palantir Technologies Inc. Class A | 0.69% | 71,000 | $10.4M | No change |
| VVX V2X Inc. | 0.69% | 150,000 | $10.3M | Add +50.0% |
| WPC WP Carey Inc. | 0.68% | 150,000 | $10.2M | New |
| LTM Latam Airlines Group SA-ADR | 0.66% | 200,000 | $9.9M | Add +100.0% |
| NKTR Nektar Therapeutics | 0.60% | 125,000 | $9.0M | New |
| FPS Forgent Power Solutions Class A | 0.59% | 300,000 | $8.8M | New |
| DRUG Bright Minds Biosciences Inc. | 0.59% | 120,000 | $8.8M | Add +140.0% |
| APGE Apogee Therapeutics Inc. | 0.56% | 100,000 | $8.4M | Add +100.0% |
| DNTH Dianthus Therapeutics Inc. | 0.56% | 100,000 | $8.4M | New |
| ORLY O'reilly Automotive Inc. | 0.56% | 90,000 | $8.3M | No change |
| ASTS Ast Spacemobile Inc. | 0.55% | 100,000 | $8.3M | No change |
| WHR Whirlpool Corp. | 0.54% | 150,000 | $8.1M | New |
| ACHR Archer Aviation Inc. Class A | 0.52% | 1,500,000 | $7.8M | Reduce -50.0% |
| EPRT Essential Properties Realty | 0.51% | 250,000 | $7.6M | Add +25.0% |
| GRDN Guardian Phrmcy Services-A | 0.50% | 200,000 | $7.5M | Add +100.0% |
| PVLA Palvella Therapeutics Inc. | 0.50% | 60,000 | $7.5M | New |
| NOG Northern Oil and Gas Inc. | 0.49% | 250,000 | $7.3M | New |
| APD Air Products & Chemicals Inc. | 0.49% | 25,000 | $7.3M | New |
| WAY Waystar Holding Corp. | 0.48% | 300,000 | $7.2M | No change |
| KTOS Kratos Defense & Security | 0.47% | 100,000 | $7.1M | Reduce -60.0% |
| LB Landbridge Co. LLC-A | 0.46% | 100,000 | $6.9M | No change |
| FIGR Figure Technology Solut Class A | 0.45% | 200,000 | $6.8M | No change |
| WBI Waterbridge Infrastruc Class A | 0.45% | 250,000 | $6.7M | No change |
| SAIL Sailpoint Inc. | 0.44% | 500,000 | $6.6M | No change |
| LINE Lineage Inc. | 0.44% | 200,000 | $6.6M | No change |
| MDA Mda Space Ltd. | 0.42% | 250,000 | $6.3M | New |
| PAYP Paypay Corp. | 0.42% | 292,000 | $6.2M | New |
| ALH Alliance Laundry Holdings Inc. | 0.42% | 300,000 | $6.2M | No change |
| EQPT Equipmentshare.com Inc. Class A | 0.41% | 300,000 | $6.1M | New |
| CRBG Corebridge Financial Inc. | 0.40% | 250,000 | $6.0M | Reduce -50.0% |
| VOYG Voyager Technologies Inc. Class A | 0.39% | 250,000 | $5.8M | Add +25.5% |
| CTRI Centuri Holdings Inc. | 0.39% | 200,000 | $5.8M | Reduce -50.0% |
| LOAR Loar Holdings Inc. | 0.38% | 100,000 | $5.7M | No change |
| BKV BKV Corporation | 0.38% | 200,000 | $5.7M | Add +300.0% |
| MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC | 0.37% | 125,000 | $5.6M | Reduce -50.0% |
| ABVX Abivax SA-ADR | 0.37% | 50,000 | $5.6M | New |
| RELY Remitly Global Inc. | 0.37% | 350,000 | $5.5M | New |
| BLSH Bullish | 0.36% | 150,000 | $5.4M | No change |
| PR Permian Resources Corp. Class A | 0.36% | 250,000 | $5.3M | New |
| FIG Figma Inc. Class A | 0.35% | 250,000 | $5.3M | No change |
| POR Portland General Electric Co. | 0.35% | 100,000 | $5.3M | New |
| BANC Banc of California Inc. | 0.35% | 300,000 | $5.3M | New |
| SYRE Spyre Therapeutics Inc. | 0.34% | 100,000 | $5.0M | No change |
| QXO Qxo Inc. | 0.32% | 250,000 | $4.9M | New |
| MGY Magnolia Oil & Gas Corp. Class A | 0.32% | 150,000 | $4.7M | New |
| MANE Veradermics Inc. | 0.32% | 74,750 | $4.7M | New |
| INGM Ingram Micro Holding Corp. | 0.31% | 200,000 | $4.7M | New |
| MWH Solv Energy Inc. Class A | 0.30% | 150,000 | $4.5M | New |
| BETA Beta Technologies Inc. Class A | 0.29% | 298,557 | $4.4M | No change |
| XENE Xenon Pharmaceuticals Inc. | 0.29% | 75,000 | $4.4M | New |
| FLY Firefly Aerospace Inc. | 0.29% | 150,000 | $4.3M | No change |
| DFTX Definium Therapeutics Inc. | 0.28% | 225,000 | $4.3M | No change |
| MH McGraw Hill Inc. | 0.27% | 300,000 | $4.1M | No change |
| KYIV Kyivstar Group Ltd. | 0.27% | 400,000 | $4.0M | New |
| USAR USA Rare Earth Inc. | 0.27% | 262,500 | $4.0M | New |
| WTTR Select Water Solutions Inc. | 0.26% | 250,000 | $3.8M | New |
| EVMN Evommune Inc. | 0.25% | 164,670 | $3.8M | Add +119.6% |
| GH Guardant Health Inc. | 0.25% | 40,000 | $3.7M | No change |
| OGE Oge Energy Corp. | 0.24% | 75,000 | $3.6M | Reduce -50.0% |
| EFC Ellington Financial Inc. | 0.24% | 300,000 | $3.6M | New |
| NIQ Niq Global Intelligence PLC | 0.23% | 300,000 | $3.4M | No change |
| RDW Redwire Corp. | 0.23% | 400,000 | $3.4M | Add +100.0% |
| MCB Metropolitan Bank Holding Co. | 0.22% | 40,000 | $3.3M | New |
| YSS York Space Systems Inc. | 0.22% | 150,000 | $3.3M | New |
| ADT Adt Inc. | 0.22% | 500,000 | $3.3M | No change |
| CAPR Capricor Therapeutics Inc. | 0.20% | 100,000 | $3.0M | No change |
| ETOR Etoro Group Ltd. Class A | 0.20% | 100,000 | $3.0M | No change |
| MMED Minimed Group Inc. | 0.20% | 200,000 | $3.0M | New |
| CHYM Chime Financial Inc. Class A | 0.19% | 150,000 | $2.8M | No change |
| ARX Accelerant Holdings Class A | 0.18% | 200,000 | $2.7M | No change |
Options reported separately and not counted above: USAR puts ($0).
Portfolio Sells Q4 2025 → Q1 2026
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −3.09 |
| MSFT Microsoft Corp. | Reduce -45.8% | 1.76% | −3.07 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −2.99 |
| MDT Medtronic PLC | Sold out | 0.00% | −2.93 |
| COHR Coherent Corp. | Sold out | 0.00% | −2.81 |
| HON Honeywell International Inc. | Sold out | 0.00% | −2.39 |
| NDAQ Nasdaq Inc. | Reduce -50.0% | 1.42% | −2.28 |
| KRMN Karman Holdings Inc. | Sold out | 0.00% | −1.95 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.80 |
| SNDK Sandisk Corp. | Reduce -75.0% | 2.12% | −1.49 |
| ULS Ul Solutions Inc. Class A | Reduce -50.0% | 1.15% | −1.26 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −1.22 |
| ACHR Archer Aviation Inc. Class A | Reduce -50.0% | 0.52% | −1.20 |
| VRSN Verisign Inc. | Sold out | 0.00% | −1.16 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −1.14 |
| CAI Caris Life Sciences Inc. | Sold out | 0.00% | −1.02 |
| KTOS Kratos Defense & Security | Reduce -60.0% | 0.47% | −0.97 |
| QSR Restaurant Brands Intern | Reduce -50.0% | 0.86% | −0.95 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.91 |
| LMRI Lumexa Imaging Holdings Inc. | Reduce -83.0% | 0.06% | −0.85 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.80 |
| CRBG Corebridge Financial Inc. | Reduce -50.0% | 0.40% | −0.75 |
| HNGE Hinge Health Inc. Class A | Sold out | 0.00% | −0.71 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.69 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.68 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.64 |
| CCC CCC Intelligent Solutions Ho | Sold out | 0.00% | −0.61 |
| SFD Smithfield Foods Inc. | Sold out | 0.00% | −0.55 |
| NTSK Netskope Inc. Class A | Reduce -47.4% | 0.14% | −0.49 |
| GFL GFL Environmental Inc.-Sub VT | Sold out | 0.00% | −0.49 |
| KGS Kodiak Gas Services Inc. | Reduce -50.0% | 0.97% | −0.45 |
| CTRI Centuri Holdings Inc. | Reduce -50.0% | 0.39% | −0.38 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −0.36 |
| MRX Marex UK Holdings Ltd. | Reduce -50.0% | 0.37% | −0.36 |
| OS Onestream Inc. | Sold out | 0.00% | −0.35 |
| SHC Sotera Health Co. | Sold out | 0.00% | −0.34 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −0.29 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.28 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.27 |
| VIK Viking Holdings Ltd. | Sold out | 0.00% | −0.27 |
| HGV Hilton Grand Vacations Inc. | Sold out | 0.00% | −0.26 |
| OGE Oge Energy Corp. | Reduce -50.0% | 0.24% | −0.25 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −0.24 |
| HTFL Heartflow Inc. | Sold out | 0.00% | −0.22 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.22 |
| SYM Symbotic Inc. | Reduce -50.0% | 0.13% | −0.21 |
| IDA Idacorp Inc. | Sold out | 0.00% | −0.19 |
| NUVL Nuvalent Inc. Class A | Sold out | 0.00% | −0.19 |
| XZO Exzeo Group Inc. | Reduce -33.3% | 0.10% | −0.18 |
| MAZE Maze Therapeutics Inc. | Sold out | 0.00% | −0.16 |
Portfolio Buys Q4 2025 → Q1 2026
| LHX L3HARRIS Technologies Inc. | New | 6.34% | +6.34 |
| FANG Diamondback Energy Inc. | New | 3.96% | +3.96 |
| ECHO Echostar Corp. Class A | Add +250.0% | 5.48% | +3.82 |
| LRCX Lam Research Corp. | New | 3.77% | +3.77 |
| MDLN Medline Inc. Class A | Add +117.4% | 7.43% | +3.76 |
| AMAT Applied Materials Inc. | New | 3.43% | +3.43 |
| TSLA Tesla Inc. | Add +260.0% | 4.47% | +2.76 |
| VNOM Viper Energy Inc. Class A | Add +300.0% | 2.51% | +1.92 |
| NRG NRG Energy Inc. | New | 1.71% | +1.71 |
| AS Amer Sports Inc. | New | 0.88% | +0.88 |
| BTSG Brightspring Health Services | Add +100.0% | 1.71% | +0.85 |
| VIST Vista Energy Sab DE CV | New | 0.76% | +0.76 |
| AMKR Amkor Technology Inc. | New | 0.75% | +0.75 |
| GFS Globalfoundries Inc. | New | 0.74% | +0.74 |
| VSEC Vse Corp. | Add +200.0% | 1.11% | +0.71 |
| WPC WP Carey Inc. | New | 0.68% | +0.68 |
| NKTR Nektar Therapeutics | New | 0.60% | +0.60 |
| FPS Forgent Power Solutions Class A | New | 0.59% | +0.59 |
| DNTH Dianthus Therapeutics Inc. | New | 0.56% | +0.56 |
| WHR Whirlpool Corp. | New | 0.54% | +0.54 |
| PVLA Palvella Therapeutics Inc. | New | 0.50% | +0.50 |
| NOG Northern Oil and Gas Inc. | New | 0.49% | +0.49 |
| APD Air Products & Chemicals Inc. | New | 0.49% | +0.49 |
| MDA Mda Space Ltd. | New | 0.42% | +0.42 |
| PAYP Paypay Corp. | New | 0.42% | +0.42 |
| EQPT Equipmentshare.com Inc. Class A | New | 0.41% | +0.41 |
| ABVX Abivax SA-ADR | New | 0.37% | +0.37 |
| RELY Remitly Global Inc. | New | 0.37% | +0.37 |
| PR Permian Resources Corp. Class A | New | 0.36% | +0.36 |
| POR Portland General Electric Co. | New | 0.35% | +0.35 |
| BANC Banc of California Inc. | New | 0.35% | +0.35 |
| QXO Qxo Inc. | New | 0.32% | +0.32 |
| MGY Magnolia Oil & Gas Corp. Class A | New | 0.32% | +0.32 |
| MANE Veradermics Inc. | New | 0.32% | +0.32 |
| INGM Ingram Micro Holding Corp. | New | 0.31% | +0.31 |
| MWH Solv Energy Inc. Class A | New | 0.30% | +0.30 |
| XENE Xenon Pharmaceuticals Inc. | New | 0.29% | +0.29 |
| DRUG Bright Minds Biosciences Inc. | Add +140.0% | 0.59% | +0.29 |
| SARO Standardaero Inc. | Add +70.0% | 1.10% | +0.28 |
| BKV BKV Corporation | Add +300.0% | 0.38% | +0.28 |
| APGE Apogee Therapeutics Inc. | Add +100.0% | 0.56% | +0.28 |
| GRDN Guardian Phrmcy Services-A | Add +100.0% | 0.50% | +0.27 |
| VVX V2X Inc. | Add +50.0% | 0.69% | +0.27 |
| KYIV Kyivstar Group Ltd. | New | 0.27% | +0.27 |
| USAR USA Rare Earth Inc. | New | 0.27% | +0.27 |
| WTTR Select Water Solutions Inc. | New | 0.26% | +0.26 |
| LTM Latam Airlines Group SA-ADR | Add +100.0% | 0.66% | +0.25 |
| EFC Ellington Financial Inc. | New | 0.24% | +0.24 |
| MCB Metropolitan Bank Holding Co. | New | 0.22% | +0.22 |
| YSS York Space Systems Inc. | New | 0.22% | +0.22 |
Options Activity Q4 2025 → Q1 2026
| USAR USA Rare Earth Inc. | put | New | 187,500 | $0 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |