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Gurus
Value
SAND GROVE CAPITAL MANAGEMENT LLP (Data extracted from 13F, 13D, 13G and Form 4)

SAND GROVE CAPITAL MANAGEMENT LLP

AUM: $2.56 B

13-F Portfolio Value: $383.23 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 83.8%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
TWO	TWO HARBORS INVENTMENT CORPO	14.56%	4,494,970	$55,782,578	1,400,183	45.24%	$12.41	13F
WBD	WARNER BROS DISCOVERY INC	10.27%	1,475,644	$39,340,669	28,837	1.99%	$26.66	13F
AAUC	ALLIED GOLD CORP	8.33%	1,345,274	$31,934,491	209,788	18.48%	$23.74	13F
AES	AES CORP	7.16%	1,872,474	$27,450,469	135,372	7.79%	$14.66	13F