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Meritage Portfolio Management’s Griffon GFF Stock Holding History

Meritage Portfolio Management’s Portfolio GFF Stock Details GFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.51M Sell
61,207
-2,082
-3% -$155K 0.3% 100
2025
Q3 		$4.82M Sell
63,289
-6,501
-9% -$501K 0.32% 91
2025
Q2 		$5.05M Sell
69,790
-277
-0.4% -$19.3K 0.32% 85
2025
Q1 		$5.01M Buy
+70,067
New +$5.17M 0.33% 84

Other funds holding GFF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Meritage Portfolio Management's GFF Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Griffon (GFF) stake by 3.3% in Q4 2025, selling an estimated $155K and leaving 61,207 shares worth $4.51M. The position accounts for 0.3% of the portfolio, ranked #100.

Meritage Portfolio Management first reported a position in GFF in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.05M in Q2 2025. 339 funds tracked by Wall St. Rank hold GFF as of Q4 2025.

  • Meritage Portfolio Management held 61,207 shares of Griffon worth $4.51M as of Q4 2025.
  • Meritage Portfolio Management sold 2,082 Griffon shares in Q4 2025, an estimated $155K.
  • Griffon made up 0.3% of Meritage Portfolio Management's portfolio in Q4 2025, its #100 holding.
  • Meritage Portfolio Management first reported a position in Griffon in Q1 2025 and has held it in 4 quarters since.
  • Meritage Portfolio Management's Griffon position peaked at $5.05M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Griffon as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.