JB Capital Partners’s GrafTech EAF Stock Holding History

JB Capital 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
2025 Q4	–	Sell	-29,275	Closed	-$375K	–	87
2025 Q3	$375K	Hold	29,275	–	–	0.06%	68
2025 Q2	$284K	Hold	29,275	–	–	0.05%	67
2025 Q1	$255K	Hold	29,275	–	–	0.05%	65
2024 Q4	$506K	Sell	29,275 -10,000	-25%	-$186K	0.1%	60
2024 Q3	$518K	Hold	39,275	–	–	0.1%	57
2024 Q2	$381K	Hold	39,275	–	–	0.08%	60
2024 Q1	$542K	Hold	39,275	–	–	0.1%	58
2023 Q4	$860K	Sell	39,275 -2,500	-6%	-$70.6K	0.17%	50
2023 Q3	$1.6M	Hold	41,775	–	–	0.4%	40
2023 Q2	$2.11M	Hold	41,775	–	–	0.45%	34
2023 Q1	$2.03M	Hold	41,775	–	–	0.48%	32
2022 Q4	$1.99M	Sell	41,775 -11,725	-22%	-$569K	0.52%	32
2022 Q3	$2.31M	Hold	53,500	–	–	0.68%	27
2022 Q2	$3.78M	Hold	53,500	–	–	1.03%	21
2022 Q1	$5.15M	Sell	53,500 -1,000	-2%	-$104K	1.15%	21
2021 Q4	$6.45M	Hold	54,500	–	–	1.37%	17
2021 Q3	$5.62M	Hold	54,500	–	–	1.27%	21
2021 Q2	$6.33M	Hold	54,500	–	–	1.51%	18
2021 Q1	$6.67M	Buy	+54,500	New	+$6.3M	1.75%	16

Other funds holding EAF

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JB Capital Partners's EAF Position: Q4 2025 in Review

JB Capital Partners sold out of GrafTech (EAF) in Q4 2025, closing a stake of 29,275 shares — an estimated $375K sold.

JB Capital Partners first reported a position in EAF in Q1 2021 and held it in 19 quarters. The position peaked at $6.67M in Q1 2021. 84 funds tracked by Wall St. Rank hold EAF as of Q4 2025.

JB Capital Partners reported no remaining GrafTech position as of Q4 2025 after selling out during the quarter.
JB Capital Partners sold 29,275 GrafTech shares in Q4 2025, an estimated $375K.
JB Capital Partners first reported a position in GrafTech in Q1 2021 and held it in 19 quarters.
JB Capital Partners's GrafTech position peaked at $6.67M in Q1 2021.
84 funds tracked by Wall St. Rank held GrafTech as of Q4 2025.

Based on JB Capital Partners's 13F filing for Q4 2025, filed 13 Feb 2026.