Grizzlyrock Capital, LLC holds a focused book of 18 stocks worth $126.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Real Brokerage Inc and trimmed Ferroglobe PLC. Their largest long position is Ferroglobe PLC at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011732/holdings"
Use Arkolith to show GRIZZLYROCK CAPITAL, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ferroglobe PLC SHS | $15.0M | 3.63M | 11.8% | ▼−11% Reduced · −447K sh | |
| 2 | Driven Brands Hldgs Inc COM | $14.8M | 1.17M | 11.7% | ▲+125% Added · +650K sh | |
| 3 | Magnite Inc COM | $14.7M | 1.24M | 11.7% | ▲+117% Added · +667K sh | |
| 4 | Amn Healthcare Svcs Inc COM | $13.3M | 725.0K | 10.5% | ▲+31% Added · +169K sh | |
| 5 | Olin Corp COM PAR $1 | $13.2M | 445.1K | 10.5% | ▲+165% Added · +277K sh | |
| 6 | Euronet Worldwide Inc COM | $11.1M | 166.8K | 8.8% | ▲+32% Added · +41K sh | |
| 7 | The Real Brokerage Inc COM NEW | $9.1M | 3.62M | 7.2% | ▲New New position | |
| 8 | Amentum Holdings Inc COM | $7.5M | 289.1K | 6.0% | ▲+1.4% Added · +4K sh | |
| 9 | Xponential Fitness Inc COM CL A | $6.0M | 994.6K | 4.7% | ▲+2.1% Added · +20K sh | |
| 10 | Ryerson Hldg Corp COM | $5.8M | 260.0K | 4.6% | ▼−5.3% Reduced · −15K sh | |
| 11 | Janus International Group In COMMON STOCK | $3.2M | 627.0K | 2.6% | ▲+125% Added · +348K sh | |
| 12 | Golar LNG Ltd SHS | $3.1M | 58.0K | 2.5% | ▲+66% Added · +23K sh | |
| 13 | Acv Auctions Inc COM CL A | $3.1M | 731.3K | 2.5% | ▼−13% Reduced · −108K sh | |
| 14 | Lifecore Biomedical Inc COM | $3.1M | 827.5K | 2.4% | ▲+11% Added · +84K sh | |
| 15 | Genesis Energy L P UNIT LTD PARTN | $1.3M | 72.5K | 1.0% | ▼−88% Reduced · −558K sh | |
| 16 | Powerfleet Inc COM | $1.2M | 401.4K | 1.0% | ▲New New position | |
| 17 | Enerflex Ltd COM | $502K | 24.0K | 0.4% | ▲New New position | |
| 18 | Orion S.A. COM | $257K | 39.5K | 0.2% | ▼−78% Reduced · −142K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.