account_balance
Investment manager · 13F filer · SEC CIK 1599793
Gratia Capital, LLC
Reported value$87Mas of Jun 30, 2026
Positions25 8 new, 7 sold out
Top 10 weight72.4%TRTX alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TRTXTPG Re Fin Tr Inc
19.9%Trimmed −23%
FBRTFranklin BSP Rlty Tr Inc
16.5%Trimmed −22%
LODEComstock Inc
8.9%Added +69%
MCFTMastercraft Boat Hldgs Inc
4.6%Trimmed −21%
NMMNavios Maritime Partners LP
4.3%Trimmed −48%
ADTNAdtran Holdings Inc
4.0%New
SHIMShimmick Corporation
3.8%New
DUOTDuos Technologies Group Inc
3.7%Trimmed −53%
CMTGClaros MTG Tr Inc
3.5%Trimmed −23%
BETRBetter Home & Finance Holdin
3.2%Trimmed −9%
SUNSSunrise Rlty Tr Inc
3.1%Trimmed −23%
MAGNMagnera Corp
3.0%Trimmed −25%
TRTXTPG Re Fin Tr Inc
19.9%Trimmed −23%
FBRTFranklin BSP Rlty Tr Inc
16.5%Trimmed −22%
LODE8.9%MCFT4.6%NMM4.3%ADTN4.0%SHIM3.8%DUOT3.7%CMTG3.5%BETR3.2%SUNS3.1%MAGN3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TRTX TPG Re Fin Tr Inc 19.9% Trimmed −23%FBRT Franklin BSP Rlty Tr Inc 16.5% Trimmed −22%LODE Comstock Inc 8.9% Added +69%MCFT Mastercraft Boat Hldgs Inc 4.6% Trimmed −21%NMM Navios Maritime Partners LP 4.3% Trimmed −48%ADTN Adtran Holdings Inc 4.0% NewSHIM Shimmick Corporation 3.8% NewDUOT Duos Technologies Group Inc 3.7% Trimmed −53%CMTG Claros MTG Tr Inc 3.5% Trimmed −23%BETR Better Home & Finance Holdin 3.2% Trimmed −9%SUNS Sunrise Rlty Tr Inc 3.1% Trimmed −23%MAGN Magnera Corp 3.0% Trimmed −25%
What changed