BN
GRFS

Bill Nygren’s Grifois GRFS Stock Holding History

Bill Nygren’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,821,667
Closed -$14.6M – 165
2026
Q1 		$14.6M Sell
1,821,667
-867,433
-32% -$7.65M 0.02% 108
2025
Q4 		$25.1M Sell
2,689,100
-44,000
-2% -$400K 0.03% 99
2025
Q3 		$27.2M Sell
2,733,100
-392,800
-13% -$3.93M 0.04% 97
2025
Q2 		$28.3M Sell
3,125,900
-313,100
-9% -$2.45M 0.05% 97
2025
Q1 		$24.5M Sell
3,439,000
-284,900
-8% -$2.15M 0.04% 94
2024
Q4 		$27.7M Sell
3,723,900
-133,800
-3% -$1.12M 0.04% 93
2024
Q3 		$34.3M Hold
3,857,700
– – 0.04% 93
2024
Q2 		$24.3M Hold
3,857,700
– – 0.04% 91
2024
Q1 		$25.8M Buy
3,857,700
+1,101,500
+40% +$8.6M 0.04% 89
2023
Q4 		$31.9M Sell
2,756,200
-10,200
-0.4% -$95K 0.05% 85
2023
Q3 		$25.3M Sell
2,766,400
-3,300
-0.1% -$32.2K 0.05% 94
2023
Q2 		$25.4M Sell
2,769,700
-21,900
-0.8% -$181K 0.05% 94
2023
Q1 		$20.6M Buy
2,791,600
+216,200
+8% +$1.87M 0.04% 99
2022
Q4 		$21.9M Buy
2,575,400
+832,800
+48% +$6.06M 0.04% 103
2022
Q3 		$10.7M Buy
1,742,600
+614,500
+54% +$5.46M 0.02% 116
2022
Q2 		$13.4M Buy
1,128,100
+226,500
+25% +$2.7M 0.02% 112
2022
Q1 		$10.5M Buy
+901,600
New +$10.4M 0.01% 118

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bill Nygren's GRFS Position: Q2 2026 in Review

Bill Nygren sold out of Grifois (GRFS) in Q2 2026, closing a stake of 1,821,667 shares — an estimated $14.6M sold.

Bill Nygren first reported a position in GRFS in Q1 2022 and held it in 17 quarters. The position peaked at $34.3M in Q3 2024. 164 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • Bill Nygren reported no remaining Grifois position as of Q2 2026 after selling out during the quarter.
  • Bill Nygren sold 1,821,667 Grifois shares in Q2 2026, an estimated $14.6M.
  • Bill Nygren first reported a position in Grifois in Q1 2022 and held it in 17 quarters.
  • Bill Nygren's Grifois position peaked at $34.3M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.