Graftech InternationalEAF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 82 institutions reported holding Graftech International Ltd. (EAF) in their 13F filings, down 2 from Q4 2025. 18 opened new positions and 22 sold out. The largest holders were Marathon Asset Management LP ($8.2M), Yacktman Asset Management ($7.2M) and Charles Schwab Investment Management Inc. ($6.2M). 6 famous investors held it, including Stephen Yacktman (0.1% of Yacktman Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Graftech International Ltd.
- CUSIP
- 384313607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.9M |
| Exits | 22 | $8.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,877,692 shares bought and 1,371,302 shares sold, net +506,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Marathon Asset Management LP | 72.17% | Reduce -8.9% | 1,211,615 | $8.2M |
| Yacktman Asset Management | 0.10% | Add +6.9% | 1,067,386 | $7.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -18.8% | 911,962 | $6.2M |
| Vanguard Capital Management LLC | 0.00% | — | 864,606 | $5.9M |
| Marshall Wace, LLP | 0.01% | Add +47.2% | 728,618 | $4.9M |
| Benefit Street Partners LLC | 22.77% | No change | 713,062 | $4.8M |
| Franklin Resources Inc. | 0.00% | New | 713,062 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 562,500 | $3.8M |
| Prescott Group Capital Management, L.L.C. | 0.30% | Reduce -8.0% | 440,090 | $3.0M |
| Millennium Management | 0.00% | Reduce -14.9% | 373,435 | $2.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.8% | 330,825 | $2.2M |
| Orion Resource Partners LP | 0.76% | New | 245,668 | $1.7M |
| Geode Capital Management, LLC | 0.00% | Reduce -11.7% | 170,507 | $1.2M |
| Walleye Capital LLC | 0.01% | Add +77.6% | 165,280 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Add +99.5% | 140,978 | $956K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.0% | 137,375 | $931K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.3% | 133,550 | $905K |
| Renaissance Technologies | 0.00% | New | 121,344 | $823K |
| Foundation Resource Management Inc. | 0.08% | Reduce -6.9% | 107,137 | $726K |
| UBS Group AG | 0.00% | Add +20.8% | 100,190 | $679K |
| Jump Financial, LLC | 0.01% | Add +40.0% | 99,838 | $677K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 99,673 | $676K |
| Invenomic Capital Management LP | 0.03% | Reduce -6.0% | 99,312 | $673K |
| Bank of America Corp. | 0.00% | Add +4.5% | 94,360 | $640K |
| State Street Corp. | 0.00% | No change | 80,946 | $549K |
| Two Sigma Investments, LP | 0.00% | Reduce -14.8% | 63,414 | $430K |
| Point72 Asset Management | 0.00% | Reduce -20.9% | 62,553 | $424K |
| Cannell & Spears LLC | 0.01% | No change | 62,207 | $422K |
| Squarepoint Ops LLC | 0.00% | New | 43,958 | $298K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 41,190 | $279K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 40,457 | $274K |
| Solus Alternative Asset Management LP | 0.07% | No change | 36,235 | $246K |
| Invesco Ltd. | 0.00% | Reduce -33.4% | 35,154 | $238K |
| Palogic Value Management, L.P. | 0.10% | New | 32,500 | $220K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 32,200 | $218K |
| Hudson Bay Capital Management LP | 0.00% | Add +16.2% | 29,869 | $203K |
| Brevan Howard Capital Management LP | 0.00% | Add +168.9% | 29,267 | $198K |
| Tudor Investment Corporation | 0.00% | Reduce -12.6% | 27,297 | $185K |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.8% | 27,188 | $185K |
| Morgan Stanley | 0.00% | Reduce -81.3% | 27,199 | $184K |
| XTX Topco Ltd | 0.00% | New | 26,600 | $180K |
| Krilogy Financial LLC | 0.01% | Add +42.9% | 20,000 | $166K |
| Citigroup Inc. | 0.00% | Add +94.6% | 23,073 | $156K |
| Axq Capital, LP | 0.02% | New | 21,392 | $145K |
| Vanguard Portfolio Management LLC | 0.00% | — | 19,609 | $133K |
| BNP Paribas Financial Markets | 0.00% | Add +6441.1% | 19,100 | $129K |
| Citadel Advisors | 0.00% | New | 18,872 | $128K |
| HRT Financial LP | 0.00% | New | 16,473 | $111K |
| AEGON USA Investment Management, LLC | 0.10% | New | 15,000 | $102K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +56.2% | 14,565 | $99K |
| Susquehanna Fundamental Investments, LLC | 0.00% | New | 14,449 | $98K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -21.0% | 14,300 | $97K |
| Fore Capital, LLC | 0.54% | Reduce -65.3% | 12,128 | $82K |
| Hartree Partners, LP | 0.01% | No change | 10,000 | $68K |
| Vanguard Global Advisers, LLC | 0.00% | — | 7,431 | $50K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 6,749 | $46K |
| Group One Trading LLC | 0.00% | Reduce -86.5% | 4,297 | $29K |
| Intesa Sanpaolo Wealth Management | 0.00% | No change | 1,970 | $13K |
| Anchor Investment Management, LLC | 0.00% | No change | 901 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.5% | 319 | $2K |
| FMR LLC | 0.00% | Reduce -70.4% | 281 | $2K |
| Barclays PLC | 0.00% | Reduce -98.6% | 279 | $2K |
| Kilter Group LLC | 0.00% | New | 264 | $2K |
| Royal Bank of Canada | 0.00% | Add +683.3% | 235 | $1K |
| Osaic Holdings, Inc. | 0.00% | Add +150.9% | 138 | $934 |
| Wells Fargo & Company | 0.00% | Reduce -59.3% | 125 | $848 |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $678 |
| Fortitude Family Office, LLC | 0.00% | New | 88 | $597 |
| Bare Financial Services, Inc | 0.00% | New | 86 | $583 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.5% | 84 | $570 |
| Cornerstone Financial Management LLC | 0.00% | No change | 74 | $502 |
| Parallel Advisors, LLC | 0.00% | New | 73 | $495 |
| Advisory Services Network, LLC | 0.00% | New | 50 | $339 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 42 | $285 |
| NewEdge Advisors, LLC | 0.00% | No change | 30 | $203 |
| Advocate Investing Services LLC | 0.00% | No change | 13 | $88 |
| Cwm, LLC | 0.00% | Reduce -74.4% | 11 | $75 |
| Optiver Holding B.V. | 0.00% | No change | 8 | $54 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 5 | $34 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $27 |
| Danske Bank A/S | 0.00% | No change | 1 | $7 |
| Covestor Ltd | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is EAF's weight in each manager's 13F, not the share of Graftech International Ltd. the manager owns.