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Grizzlyrock Capital Portfolio holdings

AUM $126M
1-Year Est. Return 11.88%
This Fund
S&P 500
This Quarter Est. Return
-7.72%
1 Year Est. Return
+11.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$7.28M
Cap. Flow
+$8.6M
Cap. Flow %
6.81%
Top 10 Hldgs %
87.46%
Holding
25
New
3
Increased
10
Reduced
5
Closed
7

Top Buys

Rank Stock Value
1
REAX icon
Real Brokerage
REAX
+$11M
2
DRVN icon
Driven Brands
DRVN
+$9.15M
3
MGNI icon
Magnite
MGNI
+$8.94M
4
OLN icon
Olin
OLN
+$6.77M
5
AMN icon
AMN Healthcare
AMN
+$3.22M

Top Sells

Rank Stock Value
1
GEL icon
Genesis Energy
GEL
+$9.66M
2
DAR icon
Darling Ingredients
DAR
+$8.03M
3
ROG icon
Rogers Corp
ROG
+$6.02M
4
MATW icon
Matthews International
MATW
+$4.52M
5
PRGO icon
Perrigo
PRGO
+$3.92M

Sector Composition

Rank Sector Weight
1 Materials 22.52%
2 Consumer Discretionary 18.89%
3 Industrials 13.15%
4 Healthcare 12.97%
5 Communication Services 11.65%

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Grizzlyrock Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Grizzlyrock Capital held 25 positions worth $126M, down 5.4% from $134M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Grizzlyrock Capital deployed $8.6M of net new capital in Q1 2026, opening 3 new positions and adding to 10 existing holdings. Its largest new stake was Real Brokerage: 3,624,314 shares worth $9.06M.

By sector, the portfolio is most concentrated in Materials at 23% of assets, up from 17% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Genesis Energy, an estimated $9.66M trimmed.

  • Grizzlyrock Capital's largest Q1 2026 buy was Real Brokerage: 3,624,314 shares worth $9.06M.
  • Grizzlyrock Capital added most to Driven Brands in Q1 2026, an estimated $9.15M increase.
  • Grizzlyrock Capital's biggest Q1 2026 reduction was Genesis Energy, cutting an estimated $9.66M.
  • Grizzlyrock Capital fully exited Darling Ingredients in Q1 2026, selling an estimated $8.03M.
  • Grizzlyrock Capital's ten largest holdings make up 87% of its $126M portfolio in Q1 2026.
  • Grizzlyrock Capital opened 3 new positions and closed 7 in Q1 2026.
  • Grizzlyrock Capital's portfolio value fell 5.4% quarter-over-quarter to $126M.

Based on Grizzlyrock Capital's 13F filing for Q1 2026, filed 15 May 2026.