$EAF

$10.65 +$2.14 (25.15%) Close

$EAF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.9M shares outstanding

Who owns EAF?

By type of holder

Institutions 38.9% Insiders 0.7% Everyone else 60.5%

Concentration Top 10 holders own 35.8%

Undavia Nilesh 8.2% · BlackRock, Inc. 4.8%

Institutional ownership

38.9%

-0.5 pts vs last qtr

Institutional holders

+5 vs last qtr

Net shares bought

−120.7K

by institutions in Q2 2026

New / sold out

25 / 20

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +953.5K
Geode Capital Management, LLC +254.7K

Biggest sellers in Q2 2026

Millennium Management LLC SOLD OUT −373.4K
Charles Schwab Investment Management Inc −348.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$321K

2 notices from 1 person

Shares covered

45.4K

0.17% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Taccone Anthony Richard Director $321K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−14.0%

−1.66% a year

Each share's claim on the business

+16.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$151M vs $39.1M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years55% 3–5 years1% 1–3 years18% Under 1 year25%

Quarterly turnover

27.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EAF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.3M	4.77%	+953.5K (+288.2%)	≤2021	0.0%
Shares held by quarter Peak holding18.3M (Q3'24) Change over 8 quarters−17.0M Share of the company4.770% BlackRock, Inc.'s full portfolio →
MA Marathon Asset Management LP	962.8K	3.58%	−248.8K (−20.5%)	2024	13.7%
Shares held by quarter Peak holding20.4M (Q2'25) Change over 8 quarters−2.6M Share of the company3.580% Marathon Asset Management LP's full portfolio →

BlackRock, Inc.

1.3M

% of company

4.77%

Change vs last qtr

+953.5K (+288.2%)

Held since

≤2021

Marathon Asset Management LP

962.8K

% of company

3.58%

Change vs last qtr

−248.8K (−20.5%)

Held since

2024

28 more super investors behind a free account

See every manager holding GrafTech International Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EAF on Form N-PORT; together they hold 15.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SF Schwab Fundamental U.S. Small Company ETF Schwab Strategic Trust	$6.37M	638.7K	2.37%	0.07%	May 31, 2026
AY AMG Yacktman Fund AMG Funds	$4.14M	700.0K	2.60%	0.06%	June 30, 2026

Schwab Fundamental U.S. Small Company ETF

Schwab Strategic Trust

Position value

$6.37M

% of company

2.37%

% of the fund

0.07%

As of

May 31, 2026

AMG Yacktman Fund

AMG Funds

Position value

$4.14M

% of company

2.60%

% of the fund

0.06%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding GrafTech International Ltd and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
UN Undavia Nilesh 5%+ holder 13D · 8.5%	2.2M	8.22%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company8.220% Disclosed stake13D · 8.5% View the 13D/G filing →
PO Perez Ortiz Inigo Insider	46.2K	0.17%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.170% Perez Ortiz Inigo's insider activity →

Undavia Nilesh

5%+ holder13D · 8.5%

2.2M

% of company

8.22%

Change vs last qtr

—

Held since

—

Perez Ortiz Inigo

Insider

46.2K

% of company

0.17%

Change vs last qtr

—

Held since

—

10 more holders behind a free account

See every insider and 5%+ holder of GrafTech International Ltd.

Comments