Fund HoldingsGranby Capital Management, LLC

Total Portfolio Value
$185.54M
Total Bought
$15.40M
Total Sold
$22.43M
Net Transaction
-$7.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR0107,000+107,00008,7454.71%+8,745
VANGUARD INDEX FDS025,000+25,00006,4663.48%+6,466
VANGUARD INTL EQUITY INDEX F408,000408,000023,42324,74913.34%+1,326
MPLX LP(MPLX)100,000100,00004,7865,3522.88%+566
ISHARES TR138,000138,000012,05212,5626.77%+511
ISHARES TR80,00080,00002,4352,8671.55%+432
ENTERPRISE PRODS PARTNERS L(EPD)75,00075,00002,3522,5611.38%+209
SELECT SECTOR SPDR TR
ST STR UTIL ETF
65,00065,00004,9205,1252.76%+205
NUVEEN MUN VALUE FD INC(NUV)1,100,0001,100,00009,4499,6475.20%+198
SUNNOVA ENERGY INTL INC.0500,000+500,00001860.10%+186
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
80,00080,000014,01813,8587.47%-160
PACER FDS TR
US CASH COWS 100
100,000100,00005,6485,4762.95%-172
CIBUS INC200,000200,00005563740.20%-182
IHEARTMEDIA INC899,926899,92601,7821,4850.80%-297
ENERGY TRANSFER L P(ET)300,000300,00005,8775,5773.01%-300
VANGUARD INDEX FDS35,00035,00006,9366,5203.51%-416
HYSTER-YALE INC25,00014,985-10,0151,2736230.34%-651
ISHARES INC
CORE MSCI EMKT
42,00015,000-27,0002,1938100.44%-1,384
INVESCO EXCH TRADED FD TR II
SR LN ETF
685,000625,000-60,00014,43312,9386.97%-1,495
ISHARES TR25,0000-25,0001,9660-1,966
SPDR S&P 500 ETF TR(SPY)89,50089,500052,45450,06526.98%-2,389
ISHARES TR45,00017,000-28,00026,4919,5525.15%-16,938
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