Institutions / Grizzlyrock Capital, LLC
Grizzlyrock Capital, LLC
CIK 2011732 · Institution · as of Dec 31, 2025
Portfolio value
$133.58M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Ferroglobe PLC | $18.91M | 14.2% |
| Genesis Energy LP | $9.83M | 7.4% |
| Euronet Worldwide Inc | $9.61M | 7.2% |
| Magnite, Inc. | $9.28M | 6.9% |
| AMN Healthcare Services Inc | $8.76M | 6.6% |
| Amentum Holdings, Inc. | $8.27M | 6.2% |
| Darling Ingredients Inc. | $8.03M | 6.0% |
| Xponential Fitness, Inc.XPOF | $8.02M | 6.0% |
| Driven Brands Holdings Inc.DRVN | $7.72M | 5.8% |
| Ryerson Holding Corp | $6.91M | 5.2% |
| ACV Auctions Inc. | $6.73M | 5.0% |
| Lifecore Biomedical, Inc | $6.08M | 4.6% |
| Rogers Corp | $6.02M | 4.5% |
| Matthews International Corp | $4.52M | 3.4% |
| Perrigo Company plc | $3.92M | 2.9% |
| OLIN Corp | $3.50M | 2.6% |
| Tidewater Inc | $1.87M | 1.4% |
| Janus International Group, Inc. | $1.82M | 1.4% |
| Golar Lng Ltd | $1.30M | 1.0% |
| Quanex Building Products CORP | $1.16M | 0.9% |
| Orion S.A. | $957.1K | 0.7% |
| Molina Healthcare Inc | $347.1K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.