Graftech International LTD: which funds bought and sold

Institutions that bought and sold Graftech International shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 49 institutions that filed 13F reports for both quarters added to or opened positions in Graftech International, and 39 cut or closed them. Together they sold a net 45K shares, −0.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 698K shares (−19.2%); index fund managers were net buyers of 1.2M shares (+47.1%). 24 opened a new position and 17 sold out entirely.

Bought, Q2 2026 49 institutions, 24 of them new holders Sold, Q2 2026 39 institutions, 17 of them sold out

Net change, all compared −45K shares (−0.4%)

Net change, active managers −698K shares (−19.2%), 10 bought, 12 sold

Buyers versus sellers

institutions compared, 103

49 bought 15 39 sold

Active managers and hedge funds 10 bought · 12 sold · −698K

Index fund managers 7 bought · 2 sold · +1.2M

Other institutions 32 bought · 25 sold · −533K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+953K +288.2%	1.3M	$7.6M
Geode Capital Management, LLC Index funds	+255K +149.4%	425K	$2.5M
Shenkman Capital Management Inc	+243K New position	243K	$1.5M
Ameriprise Financial Inc	+158K +28.1%	720K	$4.3M
Vanguard Portfolio Management LLC Index funds	+145K +741.6%	165K	$975,298
Citadel Advisors LLC Hedge fund	+129K +682.7%	148K	$872,937
Jacobs Levy Equity Management, Inc Active manager	+128K New position	128K	$753,679
State Street Corp Index funds	+104K +128.4%	185K	$1.1M
Northern Trust Corp Index funds	+90K +222.4%	130K	$770,765
Jane Street Group, LLC	+82K New position	82K	$484,815
Yacktman Asset Management LP Active manager	+82K +7.7%	1.1M	$6.8M
Fore Capital, LLC	+47K +384.0%	59K	$346,935
D. E. Shaw & Co., Inc. Hedge fund	+43K New position	43K	$255,542
Bank Of New York Mellon Corp	+43K New position	43K	$251,198
Mirae Asset Global Etfs Holdings Ltd.	+40K +277.5%	55K	$324,961
Xtx Topco Ltd	+36K +136.4%	63K	$371,692
Engineers Gate Manager LP Hedge fund	+32K New position	32K	$190,036
Susquehanna Fundamental Investments, LLC	+29K +199.9%	43K	$256,110
Benefit Street Partners LLC	+24K +3.3%	737K	$4.4M
Franklin Resources Inc Active manager	+24K +3.3%	737K	$4.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+129K +682.7%	148K	$872,937
Jacobs Levy Equity Management, Inc Active manager	+128K New position	128K	$753,679
Yacktman Asset Management LP Active manager	+82K +7.7%	1.1M	$6.8M
D. E. Shaw & Co., Inc. Hedge fund	+43K New position	43K	$255,542
Engineers Gate Manager LP Hedge fund	+32K New position	32K	$190,036
Franklin Resources Inc Active manager	+24K +3.3%	737K	$4.4M
Quadrature Capital Ltd Hedge fund	+15K New position	15K	$87,669
Price T Rowe Associates Inc Active manager	+14K +51.9%	41K	$245,000
Bridgeway Capital Management, LLC Active manager	+5,300 +16.5%	38K	$221,625
FMR LLC Active manager	+3 +1.1%	284	$1,678

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−373K Sold out	0	—
Charles Schwab Investment Management Inc Index funds	−348K −38.2%	564K	$3.3M
Marshall Wace, LLP Hedge fund	−282K −38.7%	446K	$2.6M
Marathon Asset Management LP	−249K −20.5%	963K	$5.7M
Orion Resource Partners LP	−246K Sold out	0	—
Prescott Group Capital Management, L.L.C.	−225K −51.1%	215K	$1.3M
Walleye Capital LLC Hedge fund	−165K Sold out	0	—
Allianz Asset Management Gmbh	−141K Sold out	0	—
Susquehanna International Group, LLP	−105K −76.4%	32K	$191,295
Invenomic Capital Management LP Hedge fund	−99K Sold out	0	—
Goldman Sachs Group Inc	−92K −69.2%	41K	$242,765
UBS Group AG	−83K −82.4%	18K	$104,288
Renaissance Technologies LLC Hedge fund	−74K −60.8%	48K	$281,086
Bank Of America Corp	−67K −71.1%	27K	$161,302
Jump Financial, LLC	−56K −55.8%	44K	$260,714
Vanguard Capital Management LLC Index funds	−48K −5.5%	817K	$4.8M
Squarepoint Ops LLC Hedge fund	−44K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−41K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−29K −45.0%	35K	$206,082
Axq Capital, LP	−21K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−373K Sold out	0	—
Marshall Wace, LLP Hedge fund	−282K −38.7%	446K	$2.6M
Walleye Capital LLC Hedge fund	−165K Sold out	0	—
Invenomic Capital Management LP Hedge fund	−99K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−74K −60.8%	48K	$281,086
Squarepoint Ops LLC Hedge fund	−44K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−41K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−29K −45.0%	35K	$206,082
Point72 Asset Management, L.P. Hedge fund	−20K −31.8%	43K	$252,268
Brevan Howard Capital Management LP Hedge fund	−19K −64.2%	10K	$62,008

New positions

largest by value

Institution	Shares	Value June 30, 2026
Shenkman Capital Management Inc	243K	$1.5M
Jacobs Levy Equity Management, IncActive manager	128K	$753,679
Jane Street Group, LLC	82K	$484,815
D. E. Shaw & Co., Inc.Hedge fund	43K	$255,542
Bank Of New York Mellon Corp	43K	$251,198
Engineers Gate Manager LPHedge fund	32K	$190,036
Nuveen, LLC	22K	$132,354
Deutsche Bank Ag\	17K	$97,698
Quadrature Capital LtdHedge fund	15K	$87,669
Rhumbline AdvisersIndex funds	15K	$86,159

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	373K	$2.5M
Orion Resource Partners LP	246K	$1.7M
Walleye Capital LLCHedge fund	165K	$1.1M
Allianz Asset Management Gmbh	141K	$955,831
Invenomic Capital Management LPHedge fund	99K	$673,335
Squarepoint Ops LLCHedge fund	44K	$298,035
Schonfeld Strategic Advisors LLCHedge fund	41K	$279,266
Axq Capital, LP	21K	$145,038
HRT Financial LP	16K	$111,000
Omers Administration Corp	14K	$96,954

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 87
Ten largest holders: 74.5%
Index fund managers: 35.2%
Active managers and hedge funds: 28.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	10	12	4	5	−698K	−19.2%
Index fund managers	7	2	1	0	+1.2M	+47.1%
Other institutions	32	25	19	12	−533K	−12.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Graftech International.

Only managers that filed a holdings report for both quarters are compared (103 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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