Sand Grove Capital Management LLP — 13F holdings

Sand Grove Capital Management LLP reported 14 holdings worth $383M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TWO HBRS INVT CORP — $55.8M (14.6%)
2. WBD WARNER BROS DISCOVERY INC — $39.3M (10.3%)
3. AAUC Allied Gold Corp — $31.9M (8.3%)
4. WEBSTER FINL CORP — $31.7M (8.3%)
5. NSC NORFOLK SOUTHN CORP — $31.2M (8.1%)
6. TXNM TXNM ENERGY INC — $28.8M (7.5%)
7. AES AES CORP — $27.5M (7.2%)
8. TECH BIO-TECHNE CORP — $26.2M (6.8%)
9. NUVALENT INC — $25.8M (6.7%)
10. ROKU ROKU INC — $23.0M (6.0%)