GrafTech International Ltd. (EAF) — Who's Buying and Selling (13F, Q2 2026)

EAF ranks #4076 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

EAF is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

EAF is a top-conviction position for Marathon Asset Management LP — at 13.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EAF belongs to Harraden Circle Investments, LLC, but the position matters far more to Marathon Asset Management LP, who has 13.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

DLD Asset Management, LP has added to its EAF position for two straight quarters, increasing it by $23.2K to reach $542.2K today.

First Trust Capital Management L.P. has trimmed its EAF position for two straight quarters, cutting it by $15.7M while still holding $7.3M.

EAF is down 5.9% today, but institutions show net buying of $26.9M this quarter — a divergence between today's price move and the underlying institutional flow.

EAF reported a net loss of $177.3M over the trailing twelve months.

• Not yet profitable — net loss of $177.3M over the trailing twelve months
• Revenue grew 0.9% year over year
• Net income improved year over year, from -$211.8M to -$177.3M
• Operating cash flow was negative, using $81.6M in cash
• Current ratio of 3.78x — enough short-term assets to cover short-term liabilities