SEC 13F Intelligence

Managers / Q2 2024

Grey Street Capital, LLC

CIK 0001967335 · 150 NORTH RIVERSIDE PLAZA, SUITE 1930, CHICAGO, IL, 60606 · 312-635-7166

Reported Value
$739M
Q2 2024
Positions
490
Filings on Record
5
2019–present window
Filed
Aug 9, 2024
original filing

Summary

Grey Street Capital, Llc reported $739M in U.S.-listed holdings across 490 positions for Q2 2024.

Its largest position, LLY, represents 3.9% of the portfolio.

Compared with Q4 2023, the fund opened 373 new positions and exited 24.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $142MQ1 ’23Q2 ’23: $189MQ2 ’23Q3 ’23: $175MQ3 ’23Q4 ’23: $210MQ4 ’23Q2 ’24: $739MQ2 ’24filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2024$739M490Aug 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$210M138Jan 11, 202413F-HRchanges · EDGAR ↗
Q3 2023$175M129Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$189M136Jul 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$142M131May 10, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.