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Funds / Sand Grove Capital Management LLP
Institutional Fund

Sand Grove Capital Management LLP

London, United KingdomCIK 16650775 filings on record

Portfolio Value
$427.55M
Q1 2026
Holdings
18
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+44.9%
from $294.98M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Warner Bros Discovery Inc9.3%
  • Webster Finl Corp9.2%
  • Txnm Energy Inc9.1%
  • Two Hbrs Invt Corp8.3%
  • Allied Gold Corp8.2%
  • Norfolk Southn Corp7.0%
  • Other49.0%

Portfolio Holdings

18 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Warner Bros Discovery Inc1.45M$39.73M9.3%+429.7KAdded
2Webster Finl Corp565.8K$39.28M9.2%+565.8KNew
3Txnm Energy Inc662.1K$38.71M9.1%+65.5KAdded
4Two Hbrs Invt Corp3.09M$35.34M8.3%+3.09MNew
5Allied Gold Corp1.14M$35.13M8.2%+1.14MNew
6Norfolk Southn Corp104.6K$30.03M7.0%+19.8KAdded
7Electronic Arts Inc144.7K$29.51M6.9%+5.1KAdded
8Penumbra Inc86.8K$28.49M6.7%+86.8KNew
9Ihs Holding Limited3.42M$28.17M6.6%+3.42MNew
10Aes Corp1.74M$24.48M5.7%+1.74MNew

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