Vault-13

GRAF GLOBAL CORP TONT

ORD SHS CL A · Common Stock · CUSIP G4036C106

34 institutional holders -16 vs Q1 2026
15,270,68815.3m shares reported held*
$165.6mreported value*
5 new 3 added 9 reduced 21 sold out net sold ≈ $80.9m (-7.5m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $10.85.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 24: 31Q4 24: 39Q1 25: 40Q2 25: 45Q3 25: 45Q4 25: 47Q1 26: 50Q2 26: 3434Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202431
Q4 202439
Q1 202540
Q2 202545
Q3 202545
Q4 202547
Q1 202650
Q2 202634

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 24: 17 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 9 cut or sold outQ2 25: 13 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 12 cut or sold outQ4 25: 5 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 10 cut or sold outQ2 26: 8 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20241715
Q1 202579
Q2 20251310
Q3 2025612
Q4 2025513
Q1 20261110
Q2 2026830

Biggest buyers

Harraden Circle Investments, LLC New +2,000,000+2.0m
Meteora Capital, LLC New +988,660+988.7k
Yakira Capital Management, Inc. New +49,500+49.5k
HRT FINANCIAL LP New +11,651+11.7k
TWO SIGMA SECURITIES, LLC New +10,156+10.2k
GLAZER CAPITAL, LLC Added +599+599
UBS Group AG Added +314+314
DLD Asset Management, LP Added +295+295

Biggest sellers

HIGHBRIDGE CAPITAL MANAGEMENT LLC Sold out -1,512,722-1.5m
AQR Arbitrage LLC Sold out -1,436,852-1.4m
PICTON MAHONEY ASSET MANAGEMENT Sold out -1,004,280-1.0m
MMCAP International Inc. SPC Sold out -830,000-830.0k
Magnetar Financial LLC Reduced -763,355-763.4k
Wealthspring Capital LLC Sold out -702,050-702.0k
SONA ASSET MANAGEMENT (US) LLC Sold out -600,000-600.0k
ARISTEIA CAPITAL, L.L.C. Sold out -588,958-589.0k
WOLVERINE ASSET MANAGEMENT LLC Sold out -414,837-414.8k
TORONTO DOMINION BANK Sold out -353,051-353.1k

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.

HolderStakeChangeShares Last filed
Fort Baker Capital Management LP 13G · institution +2.4 pts · filed 2026-08-14 8.9% +2.4 pts 1.3m≈ $13.6m 2026-08-14
BARCLAYS PLC 13G · institution +2.7 pts · filed 2026-05-14 7.0% +2.7 pts 1.6m≈ $17.5m 2026-05-14
METEORA CAPITAL, LLC 13G · institution new · filed 2026-08-14 7.0% new 988.7k 2026-08-14
LMR Partners LLP 13G · institution new · filed 2026-08-14 6.9% new 980.0k≈ $10.6m 2026-08-14
Magnetar Financial LLC 13G · institution filed 2026-08-13 6.0% 850.0k≈ $9.2m 2026-08-13
Polar Asset Management Partners Inc. 13G · institution +2.1 pts · filed 2026-08-14 5.6% +2.1 pts 800.0k≈ $8.7m 2026-08-14

Fell to 5% or below in the last year: Harraden Circle Investments, LLC (2.0%, 2026-09-08), HIGHBRIDGE CAPITAL MANAGEMENT LLC (0.0%, 2026-08-14), Linden Capital L.P. (0.0%, 2026-08-14), AQR CAPITAL MANAGEMENT LLC (0.0%, 2026-08-13), GOLDMAN SACHS GROUP INC (4.8%, 2026-08-11), First Trust Capital Management L.P. (4.5%, 2026-05-15)

Insider purchases and sales since 1 Apr 2026

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.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harraden Circle Investments, LLC 2.77% of their portfolio NEW YORK, NY 2,000,0002.0m $21.7m $21.7m 2.77% New
2 Linden Advisors LP 0.08% of their portfolio New York, NY 1,500,0001.5m $16.3m $16.3m 0.08% Unchanged
3 Fort Baker Capital Management LP 1.08% of their portfolio Larkspur, CA 1,256,0151.3m $13.6m $13.6m 1.08% Reduced -240.5k -240,504
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.57% of their portfolio WEST PALM BEACH, FL 1,097,3111.1m $11.9m $11.9m 0.57% Reduced -737 -737
5 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 989,579989.6k $10.7m $10.7m 0.01% Unchanged
6 Meteora Capital, LLC 0.89% of their portfolio Boca Raton, FL 988,660988.7k $10.7m $10.7m 0.89% New
7 Alberta Investment Management Corp 0.06% of their portfolio EDMONTON, A0 980,000980.0k $10.6m $10.6m 0.06% Unchanged
8 LMR Partners LLP 0.08% of their portfolio LONDON, X0 980,000980.0k $10.6m $10.6m 0.08% Unchanged
9 Magnetar Financial LLC 0.08% of their portfolio EVANSTON, IL 849,999850.0k $9.2m $9.2m 0.08% Reduced -763.4k -763,355
10 Polar Asset Management Partners Inc. 0.16% of their portfolio TORONTO, A6 800,000800.0k $8.7m $8.7m 0.16% Unchanged
11 First Trust Capital Management L.P. 0.43% of their portfolio CHICAGO, IL 676,713676.7k $7.3m $7.3m 0.43% Reduced -325.7k -325,728
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 676,022676.0k $7.3m $7.3m 0.00% Unchanged
13 TENOR CAPITAL MANAGEMENT Co., L.P. 0.09% of their portfolio NEW YORK, NY 600,020600.0k $6.5m $6.5m 0.09% Unchanged
14 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 484,021484.0k $5.3m $5.3m 0.00% Reduced -16.0k -15,979
15 L1 Global Manager Pty Ltd 2.64% of their portfolio Melbourne, C3 300,000300.0k $3.3m $3.3m 2.64% Unchanged
16 BERKLEY W R CORP 0.12% of their portfolio Greenwich, CT 223,937223.9k $2.4m $2.4m 0.12% Reduced -79.2k -79,182
17 Periscope Capital Inc. 0.26% of their portfolio Toronto, A6 150,000150.0k $1.6m $1.6m 0.26% Reduced -97.5k -97,500
18 MIZUHO SECURITIES USA LLC 0.01% of their portfolio NEW YORK, NY 125,112125.1k $1.3m $1.3m 0.01% Unchanged
19 DELTEC ASSET MANAGEMENT LLC 0.16% of their portfolio New York, NY 100,000100.0k $1.1m $1.1m 0.16% Unchanged
20 MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio NEW YORK, NY 100,000100.0k $1.1m $1.1m 0.02% Unchanged
21 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 67,40467.4k $731.3k $731.3k 0.00% Unchanged
22 READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio CHICAGO, IL 51,77751.8k $561.8k $561.8k 0.02% Reduced -4.0k -3,963
23 DLD Asset Management, LP 0.04% of their portfolio NEW YORK, NY 49,97350.0k $542.2k $542.2k 0.04% Added +295 +295
24 Yakira Capital Management, Inc. 0.16% of their portfolio Westport, CT 49,50049.5k $535.1k $535.1k 0.16% New
25 GLAZER CAPITAL, LLC 0.01% of their portfolio New York, NY 48,84348.8k $530.0k $530.0k 0.01% Added +599 +599
26 Lineage Point Capital LP 0.10% of their portfolio PALM BEACH, FL 45,53245.5k $494.0k $494.0k 0.10% Unchanged
27 Kepos Capital LP 0.40% of their portfolio NEW YORK, NY 27,00027.0k $293.0k $293.0k 0.40% Unchanged
28 TrueMark Investments, LLC 0.02% of their portfolio CHICAGO, IL 17,31117.3k $187.8k $187.8k 0.02% Reduced -737 -737
29 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,65111.7k $126.0k $126.0k 0.00% New
30 TWO SIGMA SECURITIES, LLC 0.01% of their portfolio NEW YORK, NY 10,15610.2k $110.2k $110.2k 0.01% New
31 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 0.02% of their portfolio BOSTON, MA 7,5567.6k $82.0k $82.0k 0.02% Unchanged
32 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 5,8045.8k $63.0k $63.0k 0.00% Unchanged
33 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 400400 $4.3k $4.3k 0.00% Unchanged
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 392392 $4.3k $4.3k 0.00% Added +314 +314