Sand Grove Capital Management LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Sand Grove Capital Management LLP disclosed 11 US equity positions worth $198.6m in its Q2 2025 13F filing. The largest position was AMED at 15.3% of the reported book, followed by 2655787D and SWTXUSD. Against the Q1 2025 filing, it opened 8 new positions, added to 1 and reduced 2 among the top 11 holdings.
What did Sand Grove Capital Management LLP own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMED AMEDISYS INC | 15.3% | $30.3m | 308,254 | 58% | added | |
| 2 | 2655787D BLUEPRINT MEDICINES CORP | 13.6% | $27.1m | 211,124 | – | new | |
| 3 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 13.5% | $26.9m | 572,392 | – | new | |
| 4 | BASE COUCHBASE INC | 9.8% | $19.4m | 797,736 | – | new | |
| 5 | TXNM TXNM ENERGY INC | Utilities | 9.6% | $19.1m | 339,204 | – | new |
| 6 | HES HESS CORP | 9.0% | $17.8m | 128,726 | -42% | reduced | |
| 7 | 07WA MR COOPER GROUP INC | 7.9% | $15.7m | 105,072 | – | new | |
| 8 | KEL KELLANOVA | 6.9% | $13.7m | 171,815 | -26% | reduced | |
| 9 | WOO FOOT LOCKER INC | 6.3% | $12.5m | 508,528 | – | new | |
| 10 | OMC OMNICOM GROUP INC | Communication Services | 6.0% | $11.9m | 166,039 | – | new |
| 11 | CROSS CTRY HEALTHCARE INC | 2.1% | $4.2m | 321,845 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.