Cannell & Spears’s GrafTech EAF Stock Holding History

Cannell & Spears’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	$368K	Hold	62,207	–	–	0.01%	355
2026 Q1	$422K	Hold	62,207	–	–	0.01%	317
2025 Q4	$965K	Sell	62,207 -15,015	-19%	-$228K	0.02%	245
2025 Q3	$990K	Buy	77,222 +13,999	+22%	+$162K	0.02%	236
2025 Q2	$615K	Buy	63,223 +2	+0%	+$18	0.01%	264
2025 Q1	$553K	Sell	63,221 -48,995	-44%	-$637K	0.01%	275
2024 Q4	$1.94M	Buy	112,216 +65,125	+138%	+$1.21M	0.04%	193
2024 Q3	$622K	Sell	47,091 -227,440	-83%	-$1.9M	0.01%	276
2024 Q2	$2.66M	Buy	274,531 +268,556	+4,495%	+$4.13M	0.06%	158
2024 Q1	$82.5K	Buy	+5,975	New	+$93.2K	﹤0.01%	374

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

BSP

Benefit Street Partners New York $69.6M 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

Cannell & Spears's EAF Position: Q2 2026 in Review

Cannell & Spears held its GrafTech (EAF) position steady in Q2 2026 at 62,207 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #355.

Cannell & Spears first reported a position in EAF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.66M in Q2 2024. 88 funds tracked by Wall St. Rank hold EAF as of Q2 2026.

Cannell & Spears held 62,207 shares of GrafTech worth $368K as of Q2 2026.
Cannell & Spears left its GrafTech share count unchanged in Q2 2026.
GrafTech made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #355 holding.
Cannell & Spears first reported a position in GrafTech in Q1 2024 and has held it in 10 quarters since.
Cannell & Spears's GrafTech position peaked at $2.66M in Q2 2024.
88 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.