Fund HoldingsGRITSTONE ASSET MANAGEMENT LLC

Total Portfolio Value
$101.06M
Total Bought
$34.89M
Total Sold
$31.83M
Net Transaction
+$3.05M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DYNAMIX CORP0250,000+250,00002,5502.52%+2,550
RITHM ACQUISITION CORP0200,000+200,00002,0382.02%+2,038
HENNESSY CAP INVT CORP VII
ORD SHS CL A
0200,000+200,00002,0322.01%+2,032
ARTIUS II ACQUISITION INC0200,000+200,00002,0242.00%+2,024
K&F GROWTH ACQUISITION CORP
SHS CL A
0150,000+150,00001,5271.51%+1,527
CRANE HBR ACQUISITION CORP0150,000+150,00001,5111.49%+1,511
STELLAR V CAP CORP
SHS CL A
0135,000+135,00001,3801.37%+1,380
NEWHOLD INVT CORP III
ORD SHS CL A
0125,000+125,00001,2711.26%+1,271
PROCAP ACQUISITION CORP0100,000+100,00001,0721.06%+1,072
WEN ACQUISITION CORP0100,000+100,00001,0571.05%+1,057
BERTO ACQUISITION CORP0100,000+100,00001,0421.03%+1,042
FACT II ACQUISITION CORP0100,000+100,00001,0291.02%+1,029
JENA ACQUISITION CORP II0100,000+100,00001,0281.02%+1,028
REPUBLIC DIGITAL ACQUISITION0100,000+100,00001,0261.02%+1,026
ARCHIMEDES TECH SPAC PARTNER
ORD SHS
0100,000+100,00001,0231.01%+1,023
GESHER ACQUISITION CORP. II0100,000+100,00001,0151.00%+1,015
TITAN ACQUISITION CORP0100,000+100,00001,0081.00%+1,008
SIZZLE ACQUISITION CORP. II0100,000+100,00001,0050.99%+1,005
CARTESIAN GROWTH CORP III
COM CL A
0100,000+100,00001,0020.99%+1,002
LIVE OAK ACQUISITION CORP V087,600+87,60009370.93%+937
INFLECTION PT ACQUISITION CO
CL A ORD SHS
090,000+90,00009170.91%+917
TRANSLATIONAL DEV ACQUISITIO
COM CL A
084,516+84,51608680.86%+868
OXLEY BRIDGE ACQ LTD
UNIT 06/17/2030
075,000+75,00007510.74%+751
PIONEER ACQUISITION I CORP070,000+70,00007000.69%+700
YORKVILLE ACQUISITION CORP.050,000+50,00005630.56%+563
KOCHAV DEFENSE ACQUI CO
UNIT 05/21/2030
055,000+55,00005600.55%+560
COLUMBUS CIRCLE CAP CORP. I050,000+50,00005310.53%+531
CHURCHILL CAP CORP X050,000+50,00005150.51%+515
EGH ACQUISITION CORP.050,000+50,00005100.50%+510
OYSTER ENTERPRISES II ACQUIS
UNIT 05/22/2030
050,000+50,00005060.50%+506
CAL REDWOOD ACQUISITION CORP050,000+50,00004990.49%+499
M3BRIGADE ACQUISITION V CORP
CL A
406,203406,20304,1644,5864.54%+422
ARES ACQUISITION CORP II487,740487,74001415370.53%+395
GSR III ACQUISITION CORP028,031+28,03103020.30%+302
M3BRIGADE ACQUISITION V CORP
*W EXP 99/99/999
203,102203,1020593550.35%+297
GSR III ACQUISITION CORP028,475+28,47501940.19%+194
HCM II ACQUISITION CORP111,926111,9260772630.26%+186
SILVERBOX CORP IV222,151222,15102,2612,4352.41%+174
EQV VENTURES ACQUISITION COR407,543407,54304,1244,2834.24%+159
ALDEL FINL II INC
CL A
399,094399,09404,0354,1864.14%+152
NAMIB MINERALS0464,500+464,5000910.09%+91
OAKTREE ACQUISITION CORP III
SHS CL A
398,634398,63404,0784,1664.12%+88
BLUE GOLD LTD0455,000+455,0000860.09%+86
ISRAEL ACQUISITIONS CORP(ISLUF)694,243694,2430761540.15%+78
LIONHEART HOLDINGS294,609294,60903,0263,0933.06%+68
HENNESSY CAP INVT CORP VII
RIGHT 01/17/2030
0200,000+200,0000660.07%+66
CENTURION ACQUISITION CORP294,600294,60003,0343,0993.07%+65
SILVERBOX CORP IV74,05174,051026890.09%+63
ANDRETTI ACQUISITION CORP II241,691241,69102,4482,5092.48%+60
BLEICHROEDER ACQUISITION COR199,299199,29901,9952,0552.03%+60
EQV VENTURES ACQUISITION COR135,849135,8490451000.10%+55
LIVE OAK ACQUISITION CORP V074,999+74,9990520.05%+52
VINE HILL CAP INVT CORP.
ORD SHS CL A
199,329199,32902,0232,0732.05%+50
DYNAMIX CORP0125,000+125,0000490.05%+49
ARTIUS II ACQUISITION INC0200,000+200,0000480.05%+48
LAUNCH TWO ACQUISITION CORP.149,304149,30401,5111,5561.54%+45
ALDEL FINL II INC
*W EXP 09/26/203
199,547199,5470601040.10%+44
WILLOW LANE ACQUISITION CORP
ORD SHS CL A
199,327199,32701,9972,0392.02%+42
COLUMBUS CIRCLE CAP CORP. I024,999+24,9990410.04%+41
CRANE HBR ACQUISITION CORP0150,000+150,0000410.04%+41
BERTO ACQUISITION CORP050,000+50,0000400.04%+40
GRAF GLOBAL CORP179,603179,60301,8411,8791.86%+38
REPUBLIC DIGITAL ACQUISITION050,000+50,0000360.04%+36
INFLECTION PT ACQUISITION CO
RIGHT 04/25/2030
090,000+90,0000360.04%+36
MOUNTAIN LAKE ACQUISITION CO169,310169,31001,7021,7371.72%+36
LAUNCH ONE ACQUISITION CORP164,820164,82001,6831,7171.70%+34
BLEICHROEDER ACQUISITION COR199,298199,298036700.07%+34
BOLD EAGLE ACQUISITION CORP398,664398,6640921250.12%+33
RITHM ACQUISITION CORP066,666+66,6660330.03%+33
LIONHEART HOLDINGS147,305147,305021500.05%+29
GP-ACT III ACQUISITION CORP219,958219,958041680.07%+27
K&F GROWTH ACQUISITION CORP
RIGHT 08/29/2031
0150,000+150,0000240.02%+24
CHURCHILL CAPITAL CORP IX
*W EXP 03/31/203
159,574159,57401281520.15%+24
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
73,65073,65007597820.77%+24
IRON HORSE ACQUISITIONS CORP112,696112,696034560.06%+22
CENTURION ACQUISITION CORP147,300147,300022440.04%+22
NEWHOLD INVT CORP III
*W EXP 01/30/203
062,500+62,5000200.02%+20
ARCHIMEDES TECH SPAC PARTNER
*W EXP 10/15/202
050,000+50,0000200.02%+20
SIZZLE ACQUISITION CORP. II0100,000+100,0000200.02%+20
LAUNCH TWO ACQUISITION CORP.74,65274,652016340.03%+19
TITAN ACQUISITION CORP049,999+49,9990190.02%+19
STELLAR V CAP CORP
*W EXP 10/15/202
067,500+67,5000180.02%+18
LEGATO MERGER CORP III233,975233,975045630.06%+18
HAYMAKER ACQUISITION CORP IV
*W EXP 05/31/202
104,913104,913022380.04%+16
FACT II ACQUISITION CORP050,000+50,0000150.01%+15
VOYAGER ACQUISITION CORP
*W EXP 05/16/203
98,71098,710015300.03%+15
NABORS ENERGY TRANSITION COR171,534171,534068830.08%+14
GESHER ACQUISITION CORP. II050,000+50,0000140.01%+14
CARTESIAN GROWTH CORP III
*W EXP 05/02/203
050,000+50,0000140.01%+14
CAL REDWOOD ACQUISITION CORP050,000+50,0000140.01%+14
WILLOW LANE ACQUISITION CORP
*W EXP 10/31/203
99,66399,663023360.04%+13
BAYVIEW ACQUISITION CORP128,179128,179024370.04%+13
SIM ACQUISITION CORP. I76,46876,468010210.02%+11
GIGCAPITAL7 CORP
*W EXP 08/29/202
199,199199,199019300.03%+11
TRANSLATIONAL DEV ACQUISITIO
*W EXP 12/18/202
042,258+42,2580110.01%+11
LAUNCH ONE ACQUISITION CORP82,41182,411012220.02%+10
OAKTREE ACQUISITION CORP III
*W EXP 09/01/203
79,72679,726060700.07%+10
GRAF GLOBAL CORP89,80689,806016260.03%+10
MELAR ACQUISITION CORP. I
*W EXP 06/01/203
45,57845,57806140.01%+8
RANGE CAP ACQUISITION CORP
RIGHT 99/99/9999
74,71574,715013190.02%+6
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