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 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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Benefit Street Partners New York $86.4M AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Millennium Management

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