GC
Granby Capital Management, LLC
13F filer · CIK 0001857581Reported Aug 14, 2026
Net buyer this quarter
13F portfolio value$192MU.S. long equity reported on 13F
Positions41 new · 1 closed
Net flow last quarter+$927KBuys minus sells
Top 10 positions weight39.9%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 14, 20264 positions | |||||
| $66.8M | 34.87% | Not reported | Not reported | Q4 2020 | |
| $6.79M | 3.54% | Not reported | -12.0% | Q4 2020 | |
| $2.38M | 1.24% | 0.00% | New | Q2 2026 | |
| $429K | 0.22% | 1.98% | -33.3% | Q4 2020 | |
| Q1 2026Reported May 14, 20264 positions | |||||
| $58.2M | 33.36% | Not reported | Not reported | Q4 2020 | |
| $7.52M | 4.31% | Not reported | -16.4% | Q4 2020 | |
| $438K | 0.25% | 2.98% | -66.7% | Q4 2020 | |
| $275K | 0.16% | 0.20% | Not reported | Q3 2025 | |
| Q4 2025Reported Feb 17, 20267 positions | |||||
| $61M | 32.55% | Not reported | Not reported | Q4 2020 | |
| $9.06M | 4.83% | Not reported | Not reported | Q4 2020 | |
| $2.69M | 1.43% | 0.01% | New | Q4 2025 | |
| $1.87M | 1.00% | 8.93% | -30.8% | Q4 2020 | |
| $584K | 0.31% | 0.20% | Not reported | Q3 2025 | |
| $352K | 0.19% | 0.36% | New | Q4 2025 | |
| $174K | 0.09% | 0.18% | Not reported | Q2 2023 | |
| Q3 2025Reported Nov 14, 20258 positions | |||||
| $59.6M | 31.66% | Not reported | Not reported | Q4 2020 | |
| $8.98M | 4.77% | Not reported | -9.1% | Q4 2020 | |
| $6.99M | 3.71% | 0.01% | Not reported | Q1 2021 | |
| $6.86M | 3.64% | 0.01% | Not reported | Q2 2021 | |
| $2.35M | 1.25% | 0.00% | Not reported | Q3 2023 | |
| $1.87M | 0.99% | 12.90% | -27.8% | Q4 2020 | |
| $547K | 0.29% | 0.20% | New | Q3 2025 | |
| $129K | 0.07% | 0.18% | Not reported | Q2 2023 | |
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