Grey Rock Energy Management, LLC — 13F Holdings & Portfolio

CIK 2053459 · latest 13F-HR filed 2026-07-24

Grey Rock Energy Management, LLC manages $243.7M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GRNT (100.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5217 MCKINNEY AVENUE
SUITE 400
DALLAS, TX 75205
Phone
(214) 396-2850
Filing Manager
Grey Rock Energy Management, LLC
DALLAS, TX
Signatory
Emily Fuquay
General Counsel and Chief Compliance Officer
Loading holdings…
AUM

$243.7M

Long-equity book

Holdings

1

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+0 / −0 / ↑0 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • Granite Ridge Resourcess, Inc-$80.7M -24.9%
Show all 1

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Granite Ridge Resourcess, Inc GRNT 387432107 $243.7M 100.00% 55,265,968 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $243.7M 1 0002053459-26-000003
2026-03-31 2026-05-05 $324.4M 1 0002053459-26-000002
2025-12-31 2026-01-26 $259.8M 1 0002053459-26-000001