GRIZZLYROCK CAPITAL, LLC LFCR — LIFECORE BIOMEDICAL INC

Ownership history in GRIZZLYROCK CAPITAL, LLC  ·  4 quarters on record

AI Ownership Summary

GRIZZLYROCK CAPITAL, LLC reported LIFECORE BIOMEDICAL INC (LFCR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 4.55% in 2025 Q4. The latest visible filing shows LFCR at 2.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LFCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIZZLYROCK CAPITAL, LLC's position in LIFECORE BIOMEDICAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LFCR was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.55% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LFCR stock page GRIZZLYROCK CAPITAL, LLC fund profile GRIZZLYROCK CAPITAL, LLC full holdings
How GRIZZLYROCK CAPITAL, LLC held LFCR — position size vs. price
% of Fund (quarterly)    LFCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 827,488 +84,247 +11.3% 2.44% $3.1M 2026-05-15 $4.40
2025 Q4 ADDED — — — 743,241 +4,359 +0.6% 4.55% $6.1M 2026-02-17 $7.16
2025 Q3 ADDED — — — 738,882 +4,349 +0.6% 4.22% $5.4M 2025-11-14 $7.96
2025 Q2 INITIATED — — — 734,533 — — 4.06% $6.0M 2025-08-14 $7.42

🏢 Other funds also holding LFCR

As of 2026 Q1 — sorted by position size

22NW, LP 3Y 7Y 12.93% Legion Partners Asset Management, LLC 3Y 7Y 12.05% WYNNEFIELD CAPITAL INC 3Y 7Y 11.86% Greenhaven Road Investment Management, L.P. 3Y 9.05% 325 CAPITAL LLC 3Y 2.93% DCF Advisers, LLC 3Y 0.42% WITTENBERG INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.42% DBA TRADING, LLC 0.14% Diametric Capital, LP 3Y 7Y 0.1% Quinn Opportunity Partners LLC 3Y 7Y 0.09%

FAQ About GRIZZLYROCK CAPITAL, LLC and LFCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has GRIZZLYROCK CAPITAL, LLC reported owning LFCR?

GRIZZLYROCK CAPITAL, LLC reported LFCR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported LFCR position in GRIZZLYROCK CAPITAL, LLC's portfolio?

The largest reported portfolio weight for LFCR was 4.55% in 2025 Q4.

What is the latest reported LFCR position on this page?

The most recent filing on this page is 2026 Q1, when GRIZZLYROCK CAPITAL, LLC reported 827,488 shares, equal to 2.44% of portfolio, with an estimated market value of $3.1M.

What does the chart on this LFCR ownership page compare?

The chart compares GRIZZLYROCK CAPITAL, LLC's quarterly LFCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GRIZZLYROCK CAPITAL, LLC time their LFCR position?

Based on 13F filing dates vs. subsequent LFCR price moves, GRIZZLYROCK CAPITAL, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LFCR relative to SPY over the holding period was -58.9%.

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