GRITSTONE ASSET MANAGEMENT LLC

Q1 2026 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$93,648
Net value change ($000)
-11,155 (-10.6%)
New positions
31
Sold out positions
28
Turnover %
74.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Reduces (Value $000, Stocks/ETFs)
ARCC -9,040 -100.0%
FTW -4,225 -100.0%
VCIC -2,121 -100.0%
BACQ -2,110 -100.0%
NWAX -2,030 -100.0%
CHURCHILL CAPITAL CORP IX -1,983 -100.0%
CHAC -1,606 -100.0%
D. BORAL ARC ACQ I CORP. -1,505 -100.0%
LFAC -1,501 -100.0%
ALUB -1,263 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type