Fore Capital’s GrafTech EAF Stock Holding History

Fore Capital’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	$347K	Buy	58,703 +46,575	+384%	+$393K	0.1%	52
2026 Q1	$82.2K	Sell	12,128 -22,872	-65%	-$242K	0.05%	30
2025 Q4	$543K	Sell	35,000 -11,000	-24%	-$167K	0.18%	41
2025 Q3	$590K	Hold	46,000	–	–	0.17%	44
2025 Q2	$447K	Buy	46,000 +5,000	+12%	+$44.2K	0.16%	27
2025 Q1	$359K	Buy	41,000 +24,000	+141%	+$312K	0.21%	40
2024 Q4	$294K	Sell	17,000 -15,000	-47%	-$279K	0.11%	43
2024 Q3	$422K	Buy	32,000 +10,000	+45%	+$83.4K	0.18%	29
2024 Q2	$213K	Buy	22,000 +12,000	+120%	+$185K	0.14%	40
2024 Q1	$138K	Buy	10,000 +2,000	+25%	+$31.2K	0.08%	41
2023 Q4	$175K	Buy	+8,000	New	+$226K	0.09%	33

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

Fore Capital's EAF Position: Q2 2026 in Review

Fore Capital increased its GrafTech (EAF) stake by 384% in Q2 2026, buying an estimated $393K and bringing the position to 58,703 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #52.

Fore Capital first reported a position in EAF in Q4 2023 and has held it in 11 quarters since. The position peaked at $590K in Q3 2025. 88 funds tracked by Wall St. Rank hold EAF as of Q2 2026.

Fore Capital held 58,703 shares of GrafTech worth $347K as of Q2 2026.
Fore Capital bought 46,575 GrafTech shares in Q2 2026, an estimated $393K.
GrafTech made up 0.1% of Fore Capital's portfolio in Q2 2026, its #52 holding.
Fore Capital first reported a position in GrafTech in Q4 2023 and has held it in 11 quarters since.
Fore Capital's GrafTech position peaked at $590K in Q3 2025.
88 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.

Based on Fore Capital's 13F filing for Q2 2026, filed 10 Aug 2026.