OPAL β€” OPAL FUELS INC

Ownership history in GRIZZLYROCK CAPITAL, LLC  Β·  8 quarters on record

AI Ownership Summary

GRIZZLYROCK CAPITAL, LLC reported OPAL FUELS INC (OPAL) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 4.77% in 2024 Q1. The latest visible filing shows OPAL at 0.14% 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 OPAL 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 OPAL FUELS 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
2025 Q3

OPAL was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.77% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

How GRIZZLYROCK CAPITAL, LLC held OPAL β€” position size vs. price
% of Fund (quarterly)    OPAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 81,500 -763,239 -90.4% 0.14% $179K 2025-11-14 $2.38
2025 Q2 REDUCED 844,739 -197,494 -18.9% 1.39% $2.0M 2025-08-14 $2.33
2025 Q1 REDUCED 1,042,233 -142,856 -12.1% 1.74% $1.9M 2025-05-15 $2.22
2024 Q4 REDUCED 1,185,089 -291,578 -19.7% 4.20% $4.0M 2025-02-14 $3.10
2024 Q3 ADDED 1,476,667 +363,681 +32.7% 4.65% $5.4M 2024-11-14 $3.71
2024 Q2 REDUCED 1,112,986 -46,757 -4.0% 3.78% $4.6M 2024-08-14 $3.57
2024 Q1 ADDED 1,159,743 +324,347 +38.8% 4.77% $5.8M 2024-05-15 $4.90
2023 Q4 INITIATED 835,396 β€” β€” 3.46% $4.6M 2024-02-14 $4.90

FAQ About GRIZZLYROCK CAPITAL, LLC and OPAL

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 OPAL?

GRIZZLYROCK CAPITAL, LLC reported OPAL across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for OPAL was 4.77% in 2024 Q1.

What is the latest reported OPAL position on this page?

The most recent filing on this page is 2025 Q3, when GRIZZLYROCK CAPITAL, LLC reported 81,500 shares, equal to 0.14% of portfolio, with an estimated market value of $179K.

What does the chart on this OPAL ownership page compare?

The chart compares GRIZZLYROCK CAPITAL, LLC's quarterly OPAL 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.

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