Benefit Street Partners’s GrafTech EAF Stock Holding History

Benefit Street Partners’s Portfolio EAF Stock Details EAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.35M	Buy	736,745 +23,683	+3%	+$200K	6.25%	5
2026 Q1	$4.83M	Hold	713,062	–	–	5.6%	5
2025 Q4	$11.1M	Buy	+713,062	New	+$10.8M	12.19%	4

Other funds holding EAF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCM

Shenkman Capital Management New York $721M AUM 0.22% 1-Year Est. Return

Benefit Street Partners's EAF Position: Q2 2026 in Review

Benefit Street Partners increased its GrafTech (EAF) stake by 3.3% in Q2 2026, buying an estimated $200K and bringing the position to 736,745 shares worth $4.35M. The position accounts for 6.25% of the portfolio, ranked #5.

Benefit Street Partners first reported a position in EAF in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1M in Q4 2025. 88 funds tracked by Wall St. Rank hold EAF as of Q2 2026.

Benefit Street Partners held 736,745 shares of GrafTech worth $4.35M as of Q2 2026.
Benefit Street Partners bought 23,683 GrafTech shares in Q2 2026, an estimated $200K.
GrafTech made up 6.25% of Benefit Street Partners's portfolio in Q2 2026, its #5 holding.
Benefit Street Partners first reported a position in GrafTech in Q4 2025 and has held it in 3 quarters since.
Benefit Street Partners's GrafTech position peaked at $11.1M in Q4 2025.
88 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.

Based on Benefit Street Partners's 13F filing for Q2 2026, filed 21 Jul 2026.