Carronade Capital Management
Dan Gropper
Dan Gropper founded Carronade Capital Management, an event-driven investment firm. Carronade engages with companies on strategy and governance in campaigns disclosed through SEC beneficial-ownership filings.
- Public rank, Oct 1
- #9
- 13F portfolio value
- $5.77B
- 13F positions
- 23
- Recent 13D / Form 4
- 1
Rank history
Rank in each edition. Locked editions hide their top 5 until they unlock.
Disclosed moves in public editions
The most recent moves from editions free readers can see, newest first.
Comcast Corp
CMCSABuyNew position- Shares
- 8,299,000
- Value
- $203,740,00013F
- Date invested
- Q2 2026
Viasat Inc
VSATBuyAdded- Shares
- 2,170,680
- Value
- $194,948,83313F
- Date invested
- Q2 2026
Verizon Communications Inc
VZBuyNew position- Shares
- 2,021,000
- Value
- $85,569,00013F
- Date invested
- Q2 2026
Acadia Healthcare Company IN
ACHCBuyAdded- Shares
- 2,425,399
- Value
- $71,622,23013F
- Date invested
- Q2 2026
Talen Energy Corp
TLNBuyAdded- Shares
- 151,030
- Value
- $58,034,74813F
- Date invested
- Q2 2026
Vistance Networks Inc
VISNBuyAdded- Shares
- 3,459,299
- Value
- $44,209,85713F
- Date invested
- Q2 2026
Universal Hlth Svcs Inc
UHSBuyNew position- Shares
- 200,000
- Value
- $29,738,00013F
- Date invested
- Q2 2026
Centuri Holdings Inc
CTRIBuyAdded- Shares
- 953,429
- Value
- $28,831,65013F
- Date invested
- Q2 2026
Telephone & Data Sys Inc
TDSBuyAdded- Shares
- 695,241
- Value
- $25,730,91313F
- Date invested
- Q2 2026
Core Scientific Inc
CORZBuyAdded- Shares
- 891,724
- Value
- $22,818,81913F
- Date invested
- Q2 2026
Top 13F holdings
13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $5,774,380,000 across 23 positions.
The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.
Viasat Inc
VSAT$484,972,0008.4% of portfolio5,399,976 shaddedTalen Energy Corp
TLN$305,684,0005.3% of portfolio795,514 shaddedComcast Corp
CMCSA$203,740,0003.5% of portfolio8,299,000 shnewTelephone & Data Sys Inc
TDS$196,863,0003.4% of portfolio5,319,175 shaddedCenturi Holdings Inc
CTRI$166,826,0002.9% of portfolio5,516,741 shaddedBrookdale Sr Living Inc
BKD$158,940,0002.8% of portfolio9,878,207 shaddedVistance Networks Inc
VISN$141,935,0002.5% of portfolio11,106,021 shaddedAcadia Healthcare Company IN
ACHC$140,641,0002.4% of portfolio4,762,635 shaddedVerizon Communications Inc
VZ$85,569,0001.5% of portfolio2,021,000 shnewEchostar Corp
ECHO$70,817,0001.2% of portfolio697,709 shadded
Recent filings
Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.
- Aug 7, 202613D/ACannae Holdings, Inc.(CNNE)13D/A7.8% of classEDGAR ↗