Jeff Yass’s GrafTech EAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $284K | Buy |
48,000
+3,200
| +7% | +$27K | ﹤0.01% | 11175 |
|
|
2026
Q1 | $304K | Sell |
44,800
-28,400
| -39% | -$300K | ﹤0.01% | 10824 |
|
|
2025
Q4 | $1.14M | Buy |
73,200
+16,700
| +30% | +$254K | ﹤0.01% | 6893 |
|
|
2025
Q3 | $724K | Buy |
56,500
+55,500
| +5,550% | +$642K | ﹤0.01% | 8114 |
|
|
2025
Q2 | $9.7K | Buy |
+1,000
| New | +$8.84K | ﹤0.01% | 12408 |
|
|
2025
Q1 | – | Sell |
-4,970
| Closed | -$86K | – | 12688 |
|
|
2024
Q4 | $86K | Sell |
4,970
-11,630
| -70% | -$217K | ﹤0.01% | 11432 |
|
|
2024
Q3 | $219K | Buy |
16,600
+2,480
| +18% | +$20.7K | ﹤0.01% | 10280 |
|
|
2024
Q2 | $137K | Buy |
14,120
+12,990
| +1,150% | +$200K | ﹤0.01% | 10789 |
|
|
2024
Q1 | $15.6K | Buy |
+1,130
| New | +$17.6K | ﹤0.01% | 11863 |
|
|
2023
Q3 | – | Sell |
-2,080
| Closed | -$105K | – | 12212 |
|
|
2023
Q2 | $105K | Sell |
2,080
-3,390
| -62% | -$158K | ﹤0.01% | 10917 |
|
|
2023
Q1 | $266K | Sell |
5,470
-1,850
| -25% | -$100K | ﹤0.01% | 9987 |
|
|
2022
Q4 | $348K | Sell |
7,320
-330
| -4% | -$16K | ﹤0.01% | 8735 |
|
|
2022
Q3 | $330K | Sell |
7,650
-8,570
| -53% | -$545K | ﹤0.01% | 9538 |
|
|
2022
Q2 | $1.15M | Buy |
16,220
+120
| +0.7% | +$10.5K | ﹤0.01% | 6189 |
|
|
2022
Q1 | $1.55M | Sell |
16,100
-4,430
| -22% | -$460K | ﹤0.01% | 6053 |
|
|
2021
Q4 | $2.43M | Sell |
20,530
-12,050
| -37% | -$1.4M | ﹤0.01% | 5055 |
|
|
2021
Q3 | $3.36M | Buy |
32,580
+20,240
| +164% | +$2.21M | ﹤0.01% | 4716 |
|
|
2021
Q2 | $1.43M | Sell |
12,340
-15,440
| -56% | -$1.94M | ﹤0.01% | 6775 |
|
|
2021
Q1 | $3.4M | Buy |
27,780
+13,560
| +95% | +$1.57M | ﹤0.01% | 4692 |
|
|
2020
Q4 | $1.52M | Sell |
14,220
-3,720
| -21% | -$299K | ﹤0.01% | 5721 |
|
|
2020
Q3 | $1.23M | Buy |
17,940
+3,650
| +26% | +$255K | ﹤0.01% | 5627 |
|
|
2020
Q2 | $1.14M | Sell |
14,290
-6,820
| -32% | -$512K | ﹤0.01% | 5610 |
|
|
2020
Q1 | $1.71M | Sell |
21,110
-10
| -0% | -$964 | ﹤0.01% | 4248 |
|
|
2019
Q4 | $2.45M | Buy |
21,120
+5,040
| +31% | +$633K | ﹤0.01% | 3989 |
|
|
2019
Q3 | $2.06M | Buy |
16,080
+11,600
| +259% | +$1.38M | ﹤0.01% | 4127 |
|
|
2019
Q2 | $515K | Sell |
4,480
-7,310
| -62% | -$857K | ﹤0.01% | 7204 |
|
|
2019
Q1 | $1.51M | Sell |
11,790
-4,180
| -26% | -$555K | ﹤0.01% | 4227 |
|
|
2018
Q4 | $1.83M | Buy |
15,970
+14,940
| +1,450% | +$2.28M | ﹤0.01% | 3656 |
|
|
2018
Q3 | $201K | Buy |
+1,030
| New | +$194K | ﹤0.01% | 8209 |
|
Other funds holding EAF
YAM
MAMNY
BSP
Jeff Yass's EAF Position: Q2 2026 in Review
Jeff Yass reduced its GrafTech (EAF) stake by 76% in Q2 2026, selling an estimated $887K and leaving 32,368 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #12002.
Jeff Yass first reported a position in EAF in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.5M in Q4 2019. 88 funds tracked by Wall St. Rank hold EAF as of Q2 2026.
- Jeff Yass held 32,368 shares of GrafTech worth $191K as of Q2 2026.
- Jeff Yass sold 105,007 GrafTech shares in Q2 2026, an estimated $887K.
- GrafTech made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12002 holding.
- Jeff Yass first reported a position in GrafTech in Q3 2018 and has held it in 32 quarters since.
- Jeff Yass's GrafTech position peaked at $10.5M in Q4 2019.
- 88 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.