Palogic Value Management’s GrafTech EAF Stock Holding History

Palogic Value Management’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
2026 Q2	$192K	Buy	32,543 +43	+0.1%	+$363	0.06%	187
2026 Q1	$220K	Buy	+32,500	New	+$344K	0.09%	170
2025 Q3	–	Sell	-41,000	Closed	-$399K	–	174
2025 Q2	$399K	Hold	41,000	–	–	0.16%	119
2025 Q1	$359K	Hold	41,000	–	–	0.16%	118
2024 Q4	$709K	Sell	41,000 -9,000	-18%	-$168K	0.27%	99
2024 Q3	$660K	Sell	50,000 -1,270	-2%	-$10.6K	0.22%	109
2024 Q2	$497K	Hold	51,270	–	–	0.21%	106
2024 Q1	$708K	Buy	51,270 +17,500	+52%	+$273K	0.31%	89
2023 Q4	$740K	Sell	33,770 -8,730	-21%	-$247K	0.33%	84
2023 Q3	$1.63M	Buy	42,500 +20,000	+89%	+$835K	0.77%	46
2023 Q2	$1.13M	Hold	22,500	–	–	0.53%	57
2023 Q1	$1.09M	Hold	22,500	–	–	0.54%	63
2022 Q4	$1.07M	Buy	+22,500	New	+$1.09M	0.56%	61

Other funds holding EAF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $41.5M AUM 245.82% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BSP

Benefit Street Partners New York $69.6M AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palogic Value Management's EAF Position: Q2 2026 in Review

Palogic Value Management increased its GrafTech (EAF) stake by 0.13% in Q2 2026, buying an estimated $363 and bringing the position to 32,543 shares worth $192K. The position accounts for 0.06% of the portfolio, ranked #187.

Palogic Value Management first reported a position in EAF in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.63M in Q3 2023. 88 funds tracked by Wall St. Rank hold EAF as of Q2 2026.

Palogic Value Management held 32,543 shares of GrafTech worth $192K as of Q2 2026.
Palogic Value Management bought 43 GrafTech shares in Q2 2026, an estimated $363.
GrafTech made up 0.06% of Palogic Value Management's portfolio in Q2 2026, its #187 holding.
Palogic Value Management first reported a position in GrafTech in Q4 2022 and has held it in 13 quarters since.
Palogic Value Management's GrafTech position peaked at $1.63M in Q3 2023.
88 funds tracked by Wall St. Rank held GrafTech as of Q2 2026.

Based on Palogic Value Management's 13F filing for Q2 2026, filed 14 Aug 2026.