GRAFTECH INTL LTD EAF
COM · Common Stock · CUSIP 384313508
Company in Parma, United States
- SectorIndustrials
- IndustryElectrical Industrial Apparatus
- HeadquartersBrooklyn Heights, OH
- Founded1886
- Websitegraftech.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($35.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.32. Options: 7 managers hold calls ($977.0k notional), 7 hold puts ($919.0k).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $330.0k76.5k shares |
| CITADEL ADVISORS LLC | — | $283.0k65.6k shares |
| GROUP ONE TRADING LLC | — | $191.0k44.4k shares |
| SIMPLEX TRADING, LLC | — | $120.0k27.9k shares |
| JANE STREET GROUP, LLC | — | $52.0k12.0k shares |
| PEAK6 Investments LLC | — | $1.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $507.0k117.6k shares |
| CITADEL ADVISORS LLC | — | $205.0k47.6k shares |
| SIMPLEX TRADING, LLC | — | $78.0k18.1k shares |
| JANE STREET GROUP, LLC | — | $60.0k13.9k shares |
| PEAK6 Investments LLC | — | $50.0k11.7k shares |
| GROUP ONE TRADING LLC | — | $19.0k4.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Colonial House Capital Ltd 13G · passive investor filed 2026-02-18 | 12.6% |
| HEG Ltd 13G · passive investor filed 2025-05-06 | 9.4% |
Undavia Nilesh
13D · may seek influence
filed 2025-01-14
Stated purposeItem 4 is hereby amended to add the following: On January 10, 2025, Nilesh Undavia entered into a Cooperation Agreement (the "Cooperation Agreement") with the Issuer, pursuant to which the Issuer agreed to, among other things, (i) appoint Sachin Shivaram to the Board as a Class III director (the "New Class III Director"), (ii) work with Mr. Undavia in good faith to find a mutually agreeable independent candidate (the "New Class I Director" and together with the New Class III Director the, "New Directors"), (iii) appoint each of the New Directors to at least two committees of the Board and (iv) recommend, support and solicit proxies for the election of the New Class I Director at the Issuer's 2025 annual meeting of stockholders. Pursuant to the Cooperation Agreement, Mr. Undavia is subjec… Full filing |
6.7% |
Fell to 5% or below in the last year: MARATHON ASSET MANAGEMENT LP (4.7%, 2026-05-15)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $506.1k | 1 | $588.3k | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Brookfield Corp /ON/ 1.01% of their portfolio | 63.8m $275.1m | — |
| FMR LLC 0.01% of their portfolio | 31.7m $136.4m | — |
| VANGUARD GROUP INC 0.00% of their portfolio | 24.4m $105.0m | — |
| BlackRock Inc. 0.00% of their portfolio | 12.3m $52.9m | — |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.26% of their portfolio | 10.6m $45.7m | — |
| NORGES BANK 0.01% of their portfolio | 8.3m $35.7m | — |
| YACKTMAN ASSET MANAGEMENT LP 0.37% of their portfolio | 7.8m $33.8m | — |
| STATE STREET CORP 0.00% of their portfolio | 3.9m $16.7m | — |
| MACKENZIE FINANCIAL CORP 0.03% of their portfolio | 3.7m $15.9m | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 3.4m $14.8m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.4m $14.4m | — |
| THOMPSON SIEGEL & WALMSLEY LLC 0.22% of their portfolio | 3.0m $13.0m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.8m $12.1m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.8m $12.1m | — |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 2.4m $10.2m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 2.4m $10.1m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.9m $8.4m | — |
| ZWJ INVESTMENT COUNSEL INC 0.52% of their portfolio | 1.9m $8.3m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $8.1m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.9m $8.0m | — |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 1.7m $7.3m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.7m $7.4m | — |
| INDUS CAPITAL PARTNERS, LLC 4.81% of their portfolio | 1.5m $6.6m | — |
| FOUNDATION RESOURCE MANAGEMENT INC 1.22% of their portfolio | 1.5m $6.4m | — |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.5m $6.4m | — |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 1.3m $5.8m | — |
| Boston Partners 0.01% of their portfolio | 1.3m $6.0m | — |
| Allianz Asset Management GmbH 0.01% of their portfolio | 1.2m $5.4m | — |
| Man Group plc 0.02% of their portfolio | 1.2m $5.0m | — |
| Islet Management, LP 2.61% of their portfolio | 1.0m $4.3m | — |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 973.6k $4.2m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 971.9k $4.2m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 960.0k $4.1m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 925.4k $4.0m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 869.8k $3.7m | — |
| Impax Asset Management Group plc 0.02% of their portfolio | 800.0k $3.4m | — |
| ROBOTTI ROBERT 0.75% of their portfolio | 736.6k $3.2m | — |
| O'Keefe Stevens Advisory, Inc. 2.09% of their portfolio | 715.9k $3.1m | — |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 654.9k $2.8m | — |
| Graham Capital Management, L.P. 0.11% of their portfolio | 616.0k $2.7m | — |
| MORGAN STANLEY 0.00% of their portfolio | 601.5k $2.6m | — |
| DENALI ADVISORS LLC 1.20% of their portfolio | 590.5k $2.5m | — |
| MARSHALL WACE, LLP 0.01% of their portfolio | 572.3k $2.5m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 556.6k $2.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 540.6k $2.3m | — |
| JB CAPITAL PARTNERS LP 0.68% of their portfolio | 535.0k $2.3m | — |
| Ninety One UK Ltd 0.01% of their portfolio | 527.7k $2.3m | — |
| S&T Bank/PA 0.44% of their portfolio | 527.3k $2.3m | — |
| Swiss National Bank 0.00% of their portfolio | 496.1k $2.1m | — |
| CLARK ESTATES INC/NY 0.46% of their portfolio | 481.0k $2.1m | — |
| Sonora Investment Management Group, LLC 0.43% of their portfolio | 473.4k $3.3m | — |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 445.2k $1.9m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 434.9k $1.9m | — |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 433.9k $1.9m | — |
| Foundry Partners, LLC 0.12% of their portfolio | 429.6k $1.9m | — |
| Holocene Advisors, LP 0.01% of their portfolio | 410.2k $1.8m | — |
| TWINBEECH CAPITAL LP 0.05% of their portfolio | 399.0k $1.7m | — |
| Invesco Ltd. 0.00% of their portfolio | 395.9k $1.7m | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 367.4k $1.6m | — |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.13% of their portfolio | 319.1k $1.4m | — |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 314.5k $1.4m | — |
| Amundi 0.00% of their portfolio | 303.0k $1.3m | — |
| GW&K Investment Management, LLC 0.01% of their portfolio | 293.2k $1.3m | — |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 286.4k $1.2m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 285.9k $1.2m | — |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 274.2k $1.2m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 274.1k $1.2m | — |
| Engineers Gate Manager LP 0.07% of their portfolio | 261.3k $1.1m | — |
| Eidelman Virant Capital 0.85% of their portfolio | 259.2k $1.1m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 255.7k $1.1m | — |
| ROYCE & ASSOCIATES LP 0.01% of their portfolio | 254.4k $1.1m | — |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 252.0k $1.1m | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 247.4k $1.1m | — |
| Tidal Investments LLC 0.04% of their portfolio | 227.1k $979.0k | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 213.4k $919.8k | — |
| DUALITY ADVISERS, LP 0.10% of their portfolio | 213.4k $920.0k | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 205.2k $884.0k | — |
| SEI INVESTMENTS CO 0.00% of their portfolio | 199.0k $858.0k | — |
| Pinnacle Holdings, LLC 0.39% of their portfolio | 193.5k $833.9k | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 185.1k $798.0k | — |
| DARK FOREST CAPITAL MANAGEMENT LP 0.14% of their portfolio | 176.2k $759.0k | — |
| Legal & General Group Plc 0.00% of their portfolio | 169.5k $730.0k | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 168.0k $725.0k | — |
| CX Institutional 0.04% of their portfolio | 150.3k $648.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 142.7k $615.0k | — |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 140.0k $604.0k | — |
| PATTEN & PATTEN INC/TN 0.06% of their portfolio | 135.9k $586.0k | — |
| FIL Ltd 0.00% of their portfolio | 119.6k $515.0k | — |
| Penbrook Management LLC 0.42% of their portfolio | 114.2k $492.0k | — |
| SummerHaven Investment Management, LLC 0.34% of their portfolio | 112.7k $486.0k | — |
| CORNERCAP INVESTMENT COUNSEL INC 0.09% of their portfolio | 112.4k $485.0k | — |
| AlphaCrest Capital Management LLC 0.03% of their portfolio | 110.2k $475.0k | — |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 108.5k $467.6k | — |
| MetLife Investment Management, LLC 0.00% of their portfolio | 104.4k $449.8k | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 92.0k $397.0k | — |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 90.4k $389.8k | — |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 89.8k $387.0k | — |
| GUYASUTA INVESTMENT ADVISORS INC 0.03% of their portfolio | 89.4k $385.0k | — |
| Walleye Capital LLC 0.01% of their portfolio | 86.6k $373.0k | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 86.4k $372.0k | — |