Fund HoldingsSand Grove Capital Management LLP

Total Portfolio Value
$294.98M
Total Bought
$215.39M
Total Sold
$123.34M
Net Transaction
+$92.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WARNER BROS DISCOVERY INC(WBD)01,017,144+1,017,144029,3149.94%+29,314
HOLOGIC INC0377,962+377,962028,1549.54%+28,154
AVIDITY BIOSCIENCES INC0331,605+331,605023,9198.11%+23,919
DYNAVAX TECHNOLOGIES CORP01,528,853+1,528,853023,5147.97%+23,514
AMICUS THERAPEUTICS INC
COM
01,647,030+1,647,030023,4547.95%+23,454
EXACT SCIENCES CORP(EXK)0228,799+228,799023,2377.88%+23,237
KENVUE INC(KVUE)01,270,766+1,270,766021,9217.43%+21,921
CIDARA THERAPEUTICS INC080,821+80,821017,8536.05%+17,853
AXALTA COATING SYS LTD(AXTA)0479,281+479,281015,4865.25%+15,486
ELECTRONIC ARTS INC(EA)111,275139,595+28,32022,44428,5239.67%+6,079
TXNM ENERGY INC(TXNM)593,111596,592+3,48133,54035,12711.91%+1,587
ROCKET COS INC(RKT)60-600-0
NORFOLK SOUTHN CORP(NSC)84,39284,786+39425,35224,4798.30%-873
CROSS CTRY HEALTHCARE INC191,9040-191,9042,7250-2,725
SURMODICS INC129,5570-129,5573,8720-3,872
ALLETE INC168,4990-168,49911,1880-11,188
OMNICOM GROUP INC(OMC)185,2850-185,28515,1060-15,106
CYBERARK SOFTWARE LTD39,1210-39,12118,9010-18,901
STAAR SURGICAL CO(STAA)829,1230-829,12322,2790-22,279
MERUS N V239,3780-239,37822,5370-22,537
KELLANOVA325,8660-325,86626,7280-26,728
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