Graftech International LTD (EAF) — Who's Buying and Selling (13F, Q2 2026)

EAF ranks #4069 out of 37696 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.

EAF is down 3.5% 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