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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: $444.21 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 74.02%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
WBD	WARNER BROS DISCOVERY INC	8.94%	1,446,807	$39,729,320	429,663	42.24%	$27.46	13F
TXNM	TXNM ENERGY INC	8.71%	662,081	$38,705,255	65,489	10.98%	$58.46	13F
NSC	NORFOLK SOUTHN CORP	6.76%	104,633	$30,029,671	19,847	23.41%	$287	13F
EA	ELECTRONIC ARTS INC	6.64%	144,726	$29,505,290	5,131	3.68%	$203.87	13F