Marathon Asset Management (New York)’s GrafTech EAF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.8M Buy
2,037,511
+106,654
+6% +$1.04M 44.9% 1
2025
Q1
$16.9M Buy
1,930,857
+1,755,859
+1,003% +$15.4M 17.66% 2
2024
Q4
$3.03M Sell
174,998
-177,123
-50% -$3.06M 3.96% 4
2024
Q3
$4.65M Buy
+352,121
New +$4.65M 2.29% 3