MondegarAI
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

Q4 2024 · 13F-HR

GRAHAM CAPITAL WEALTH MANAGEMENT, LLCholdings as filed

Filed 2025-01-24 · accession 0001951757-25-000124

$116.0M
Reported value
73
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
16411R208LNGCHENIERE ENERGY INC$6.3M5.41%29,235CommonNONE
464285204IAUISHARES GOLD TR$5.5M4.76%111,582CommonNONE
G01558116ALDFUALDEL FINL II INC$4.6M3.94%454,185CommonNONE
146280508SILASILA REALTY TRUST INC$4.1M3.56%169,614CommonNONE
12520L109CFBKCF BANKSHARES INC$3.8M3.26%148,174CommonNONE
20369C106CHCTCOMMUNITY HEALTHCARE TR INC$3.7M3.18%192,233CommonNONE
59522J103MAAMID-AMER APT CMNTYS INC$3.5M2.98%22,353CommonNONE
Y62132108NVGSNAVIGATOR HLDGS LTD$3.3M2.88%217,979CommonNONE
76169C100REXRREXFORD INDL RLTY INC$3.1M2.70%80,948CommonNONE
26875P101EOGEOG RES INC$3.1M2.65%25,035CommonNONE
86614G101SMCSUMMIT MIDSTREAM CORPORATION$3.1M2.64%81,023CommonNONE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$3.0M2.59%168,706CommonNONE
11040G103VTOLBRISTOW GROUP INC$3.0M2.56%86,568CommonNONE
G4627B129HSPTUHORIZON SPACE ACQUISITION II$2.9M2.52%291,368CommonNONE
92936U109WPCWP CAREY INC$2.9M2.49%53,058CommonNONE
02215L209KNTKKINETIK HOLDINGS INC$2.8M2.39%48,834CommonNONE
902653104UDRUDR INC$2.7M2.37%63,241CommonNONE
133131102CPTCAMDEN PPTY TR$2.7M2.33%23,285CommonNONE
29250N105ENBENBRIDGE INC$2.6M2.28%62,232CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$2.6M2.26%14,274CommonNONE
93627C101HCCWARRIOR MET COAL INC$2.6M2.24%47,818CommonNONE
351858105FNVFRANCO NEV CORP$2.6M2.22%21,945CommonNONE
25746U109DDOMINION ENERGY INC$2.6M2.21%47,554CommonNONE
500688106KOSKOSMOS ENERGY LTD$2.6M2.20%746,698CommonNONE
127097103CTRACOTERRA ENERGY INC$2.4M2.06%93,675CommonNONE
62482R10707WAMR COOPER GROUP INC$2.3M1.96%23,707CommonNONE
G0544A137ASPCUA SPAC III ACQUISITION CORP$2.3M1.94%223,716CommonNONE
82981J851SITCSITE CTRS CORP$2.2M1.92%145,583CommonNONE
14888L101CLSTCATALYST BANCORP INC$2.1M1.85%182,506CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$2.1M1.80%63,925CommonNONE
02079K305GOOGLALPHABET INC$2.0M1.75%10,736CommonNONE
46429B697USMVISHARES TR$2.0M1.74%22,796CommonNONE
G3730H122COHEN CIRCLE ACQUISITION COR$1.7M1.48%169,746CommonNONE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$1.7M1.45%522,478CommonNONE
G32901111FACTUFACT II ACQUISITION CORP$1.4M1.23%143,523CommonNONE
923725105VETVERMILION ENERGY INC$1.0M0.90%111,009CommonNONE
037833100AAPLAPPLE INC$788,8230.68%3,150CommonNONE
594918104MSFTMICROSOFT CORP$722,8720.62%1,715CommonNONE
G3106N125EQV VENTURES ACQUISITION COR$658,9700.57%65,374CommonNONE
G9675P128WLACUWILLOW LANE ACQUISITION CORP$657,2530.57%65,857CommonNONE
066644105BNIXBANNIX ACQUISITION CORP$642,2300.55%57,496CommonNONE
84741T401SPE 2.75 01/27/27 CSPECIAL OPPORTUNITIES FD INC$601,7970.52%25,054CommonNONE
G6439S125NTWOUNEWBURY STR II ACQUISITION C$552,3000.48%55,230CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$546,5260.47%110CommonNONE
65339F101NEENEXTERA ENERGY INC$517,5300.45%7,219CommonNONE
437076102HDHOME DEPOT INC$487,4040.42%1,253CommonNONE
922908363VOOVANGUARD INDEX FDS$452,0620.39%839CommonNONE
G93A7H120VACHUVOYAGER ACQUISITION CORP$424,6070.37%42,082CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$401,5140.35%1,675CommonNONE
464287200IVVISHARES TR$377,9330.33%642CommonNONE
718172109PMPHILIP MORRIS INTL INC$353,1880.30%2,935CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$351,4570.30%600CommonNONE
084423102WRBBERKLEY W R CORP$332,2180.29%5,677CommonNONE
125523100CITHE CIGNA GROUP$331,0920.29%1,199CommonNONE
023135106AMZNAMAZON COM INC$321,5500.28%1,466CommonNONE
G2949D120DYNCUDYNAMIX CORP$302,5600.26%30,500CommonNONE
83607A100SFBCSOUND FINL BANCORP INC$286,3630.25%5,439CommonNONE
713448108PEPPEPSICO INC$278,7260.24%1,833CommonNONE
872540109TJXTJX COS INC NEW$258,2920.22%2,138CommonNONE
67066G104NVDANVIDIA CORPORATION$255,2850.22%1,901CommonNONE
704551100BTUPEABODY ENERGY CORP$252,7980.22%12,072CommonNONE
464287176TIPISHARES TR$251,9700.22%2,365CommonNONE
30303M102METAMETA PLATFORMS INC$233,0330.20%398CommonNONE
742718109PGPROCTER AND GAMBLE CO$232,0280.20%1,384CommonNONE
26884L109EQTEQT CORP$217,8300.19%4,724CommonNONE
64110L106NFLXNETFLIX INC$202,3300.17%227CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$191,4370.17%14,737CommonNONE
G5S86M118LPAAULAUNCH ONE ACQUISITION CORP$181,7710.16%18,015CommonNONE
74348TAT9PSEC 6.375 03/01/25PROSPECT CAP CORP$169,2900.15%171,000CommonNONE
679295AD7OKTA 0.125 09/01/25OKTA INC$128,9090.11%134,000CommonNONE
G86880138TAVIUTAVIA ACQUISITION CORP$100,4000.09%10,000CommonNONE
679295AF2OKTA 0.375 06/15/26OKTA INC$21,3320.02%23,000CommonNONE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$13,8250.01%14,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.