EAFNYSEElectrical Industrial ApparatusFiscal year ends December 31
GRAFTECH INTERNATIONAL LTD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 24, 2026
$7.41+0.31 (+4.37%)
Close on Oct 19, 2026
- Market cap
- $194.55M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
40.3%
11M of 26M shares
Institutional holders
88
25 new, 17 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Colonial House Capital Limited | 3,248,670 | 12.60% | 13G (passive) amendment | Feb 1, 2026 |
| Brookfield BBP Canada Holdings Inc. | 27,275,612 | 10.60% | 13G (passive) amendment | Dec 31, 2023 |
| HEG Graphite Ltd | 2,577,106 | 9.90% | 13G (passive) | Sep 1, 2026 |
| Graphite India Ltd | 2,550,000 | 9.80% | 13G (passive) amendment | Feb 13, 2026 |
| HEG Ltd | 24,310,015 | 9.40% | 13G (passive) amendment | Mar 31, 2025 |
| Kanta Undavia | 2,211,504 | 8.50% | 13D (active) amendment | Sep 16, 2026 |
| Marathon Asset Management, L.P. | 19,308,566 | 7.50% | 13G (passive) amendment | Mar 31, 2025 |
| The Julia Undavia Irrevocable Trust | 17,308,942 | 6.70% | 13D (active) amendment | Jan 10, 2025 |
| The Jai Undavia Irrevocable Trust | 14,738,251 | 5.70% | 13D (active) | Feb 2, 2024 |
| Marathon Asset Management GP, L.L.C. | 14,249,980 | 5.50% | 13G (passive) | Feb 20, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EAF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,284,282 | 4.92% | $7.59M | +953,457 | 0.00% |
| Yacktman Asset Management LP | 1,149,267 | 4.40% | $6.79M | +81,881 | 0.08% |
| Marathon Asset Management LP | 962,828 | 3.69% | $5.69M | −248,787 | 13.70% |
| Vanguard Capital Management LLC | 816,833 | 3.13% | $4.83M | −47,773 | 0.00% |
| Benefit Street Partners LLC | 736,745 | 2.82% | $4.35M | +23,683 | 6.25% |
| Franklin Resources Inc | 736,745 | 2.82% | $4.35M | +23,683 | 0.00% |
| Ameriprise Financial Inc | 720,361 | 2.76% | $4.26M | +157,861 | 0.00% |
| Charles Schwab Investment Management Inc | 563,633 | 2.16% | $3.33M | −348,329 | 0.00% |
| Marshall Wace, Llp | 446,482 | 1.71% | $2.64M | −282,136 | 0.00% |
| Geode Capital Management, LLC | 425,244 | 1.63% | $2.51M | +254,737 | 0.00% |
| Shenkman Capital Management Inc | 243,153 | 0.93% | $1.52M | New | 0.21% |
| Prescott Group Capital Management, L.L.C. | 215,067 | 0.82% | $1.27M | −225,023 | 0.11% |
| State Street Corp | 184,846 | 0.71% | $1.09M | +103,900 | 0.00% |
| Vanguard Portfolio Management LLC | 165,025 | 0.63% | $975.30K | +145,416 | 0.00% |
| Citadel Advisors LLC | 147,705 | 0.57% | $872.94K | +128,833 | 0.00% |
| Northern Trust Corp | 130,417 | 0.50% | $770.77K | +89,960 | 0.00% |
| Jacobs Levy Equity Management, Inc | 127,526 | 0.49% | $753.68K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 119,556 | 0.46% | $706.58K | +19,883 | 0.00% |
| Foundation Resource Management Inc | 106,355 | 0.41% | $628.56K | −782 | 0.07% |
| Jane Street Group, LLC | 82,033 | 0.31% | $484.82K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 88 | 11M | 40.3% | 25 / 26 | 22 / 17 | 3M | 3M |
| Q1 2026 | 82 | 11M | 40.5% | 22 / 17 | 25 / 22 | 3M | 1M |
| Q4 2025 | 84 | 10M | 38.6% | 20 / 22 | 25 / 15 | 2M | 3M |
| Q3 2025 | 83 | 10M | 39.9% | 83 / 0 | 0 / 0 | 10M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EAF | Value | % of fund | As of |
|---|---|---|---|---|---|
| AMG Yacktman Fund | 700,000 | 2.68% | $4.14M | 0.06% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 638,687 | 2.45% | $6.37M | 0.07% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 612,208 | 2.35% | $3.62M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 400,410 | 1.53% | $2.37M | 0.00% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 277,410 | 1.06% | $1.86M | 0.07% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 182,928 | 0.70% | $1.23M | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 182,640 | 0.70% | $1.08M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 108,108 | 0.41% | $638.92K | 0.00% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 104,635 | 0.40% | $703.15K | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 85,030 | 0.33% | $848.60K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 62,888 | 0.24% | $371.67K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 56,887 | 0.22% | $336.20K | 0.02% | Jun 30, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 50,189 | 0.19% | $296.62K | 0.07% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 41,413 | 0.16% | $278.30K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Equity Fund | 40,363 | 0.15% | $271.24K | 0.03% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy K. Flanagan | CEO and President, Director | 44,963 | 0.17% | Mar 16, 2026 |
| Rory F. O'Donnell | Chief Financial Officer & SVP | 25,546 | 0.10% | Sep 4, 2026 |
| Andrew James Renacci | CLO and Corp. Secy. | 9,417 | 0.04% | Mar 16, 2026 |
| Ortiz Inigo Perez | SVP, Commercial and CTS | 46,226 | 0.18% | Mar 16, 2026 |
| Jeremy Joseph Clemens | VP, Operations | 9,420 | 0.04% | Mar 16, 2026 |
| Jeremy S. Halford | EVP, Chief Operating Officer | 211,391 | 0.81% | Mar 14, 2025 |
| Jean-Marc Germain | Director | 90,000 | 0.34% | Jul 1, 2026 |
| Eric V. Roegner | Director | 326 | 0.00% | Jul 1, 2026 |
| Sachin M. Shivaram | Director | 50,000 | 0.19% | Jul 1, 2026 |
| Henry R. Keizer | Director | 27,971 | 0.11% | May 11, 2026 |
| Debra Fine | Director | – | – | May 11, 2026 |
| Michel J. Dumas | Director | – | – | Jan 5, 2026 |
| Anthony Richard Taccone | Director | 4,850 | 0.02% | Jan 5, 2026 |
| Diego Donoso | Director | 56,497 | 0.22% | Apr 2, 2025 |
| Marcel Kessler | Director | 68,977 | 0.26% | Nov 12, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rory F. O'Donnell Chief Financial Officer & SVP | Sep 3, 2026 | Tax withholding | −1,827 | $6.30 | $11.51K | 25,546 |
| Rory F. O'Donnell Chief Financial Officer & SVP | Sep 3, 2026 | Option exercise | +6,171 | – | – | 27,373 |
| Timothy K. Flanagan CEO and President, Director | Mar 12, 2026 | Tax withholding | −4,525 | $5.23 | $23.67K | 44,963 |
| Timothy K. Flanagan CEO and President, Director | Mar 12, 2026 | Option exercise | +15,284 | – | – | 49,488 |
| Ortiz Inigo Perez SVP, Commercial and CTS | Mar 12, 2026 | Option exercise | +10,144 | – | – | 46,226 |
| Andrew James Renacci CLO and Corp. Secy. | Mar 12, 2026 | Option exercise | +1,800 | – | – | 9,417 |
| Andrew James Renacci CLO and Corp. Secy. | Mar 12, 2026 | Tax withholding | −526 | $5.23 | $2.75K | 8,891 |
| Jeremy Joseph Clemens VP, Operations | Mar 12, 2026 | Option exercise | +2,987 | – | – | 9,420 |
| Jeremy Joseph Clemens VP, Operations | Mar 12, 2026 | Tax withholding | −1,059 | $5.23 | $5.54K | 8,361 |
| Andrew James Renacci CLO and Corp. Secy. | Feb 25, 2026 | Option exercise | +480 | – | – | 2,295 |
| Andrew James Renacci CLO and Corp. Secy. | Feb 25, 2026 | Tax withholding | −150 | $6.81 | $1.02K | 2,145 |
| Andrew James Renacci CLO and Corp. Secy. | Feb 25, 2026 | Tax withholding | −2,472 | $6.81 | $16.83K | 7,617 |
| Andrew James Renacci CLO and Corp. Secy. | Feb 25, 2026 | Option exercise | +7,944 | – | – | 10,089 |
| Rory F. O'Donnell Chief Financial Officer & SVP | Feb 25, 2026 | Tax withholding | −2,904 | $6.81 | $19.78K | 21,202 |
| Rory F. O'Donnell Chief Financial Officer & SVP | Feb 25, 2026 | Option exercise | +9,808 | – | – | 24,106 |
| Jeremy Joseph Clemens VP, Operations | Feb 25, 2026 | Option exercise | +3,770 | – | – | 7,769 |
| Jeremy Joseph Clemens VP, Operations | Feb 25, 2026 | Tax withholding | −1,336 | $6.81 | $9.10K | 6,433 |
| Jeremy Joseph Clemens VP, Operations | Feb 25, 2026 | Option exercise | +571 | – | – | 4,202 |
| Jeremy Joseph Clemens VP, Operations | Feb 25, 2026 | Tax withholding | −30 | $6.81 | $204 | 3,631 |
| Jeremy Joseph Clemens VP, Operations | Feb 25, 2026 | Tax withholding | −203 | $6.81 | $1.38K | 3,999 |
| Jeremy Joseph Clemens VP, Operations | Feb 25, 2026 | Option exercise | +81 | – | – | 3,661 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2026 | Option exercise | +1,047 | – | – | 20,736 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2026 | Tax withholding | −311 | $6.81 | $2.12K | 20,425 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2026 | Option exercise | +1,574 | – | – | 21,999 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2026 | Option exercise | +18,000 | – | – | 39,532 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2026 | Tax withholding | −5,328 | $6.81 | $36.28K | 34,204 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2026 | Tax withholding | −467 | $6.81 | $3.18K | 21,532 |
| Ortiz Inigo Perez SVP, Commercial and CTS | Feb 25, 2026 | Option exercise | +11,576 | – | – | 36,082 |
| Ortiz Inigo Perez SVP, Commercial and CTS | Feb 25, 2026 | Option exercise | +1,720 | – | – | 24,506 |
| Ortiz Inigo Perez SVP, Commercial and CTS | Feb 25, 2026 | Option exercise | +1,395 | – | – | 22,786 |
| Rory F. O'Donnell Chief Financial Officer & SVP | Sep 3, 2025 | Option exercise | +6,172 | – | – | 16,172 |
| Rory F. O'Donnell Chief Financial Officer & SVP | Sep 3, 2025 | Tax withholding | −1,874 | $9.13 | $17.11K | 14,298 |
| Sachin M. Shivaram Director | May 15, 2025 | Buy | +20,000 | $0.84 | $16.80K | 50,000 |
| Sachin M. Shivaram Director | May 14, 2025 | Buy | +30,000 | $0.85 | $25.50K | 30,000 |
| Jean-Marc Germain Director | May 12, 2025 | Buy | +50,000 | $0.78 | $39.00K | 90,000 |
| Eric V. Roegner Director | Mar 14, 2025 | Buy | +225.94 | $1.11 | $251 | 226 |
| Eric V. Roegner Director | Mar 14, 2025 | Buy | +100 | $1.10 | $110 | 100 |
| Timothy K. Flanagan CEO and President, Director | Mar 12, 2025 | Option exercise | +152,841 | – | – | 243,278 |
| Timothy K. Flanagan CEO and President, Director | Mar 12, 2025 | Tax withholding | −46,388 | $1.04 | $48.24K | 196,890 |
| Andrew James Renacci Interim CLO and Corp. Secy. | Mar 12, 2025 | Option exercise | +18,001 | – | – | 24,236 |
| Andrew James Renacci Interim CLO and Corp. Secy. | Mar 12, 2025 | Tax withholding | −6,094 | $1.04 | $6.34K | 18,142 |
| Jeremy S. Halford EVP, Chief Operating Officer | Mar 12, 2025 | Tax withholding | −39,132 | $1.04 | $40.70K | 211,391 |
| Jeremy S. Halford EVP, Chief Operating Officer | Mar 12, 2025 | Option exercise | +128,935 | – | – | 250,523 |
| Ortiz Inigo Perez SVP, Commercial and CTS | Mar 12, 2025 | Option exercise | +101,438 | – | – | 213,901 |
| Andrew James Renacci Interim CLO and Corp. Secy. | Feb 25, 2025 | Tax withholding | −1,698 | $1.19 | $2.02K | 6,235 |
| Andrew James Renacci Interim CLO and Corp. Secy. | Feb 25, 2025 | Option exercise | +4,815 | – | – | 7,933 |
| Jeremy S. Halford EVP, Chief Operating Officer | Feb 25, 2025 | Tax withholding | −3,938 | $1.19 | $4.69K | 108,937 |
| Jeremy S. Halford EVP, Chief Operating Officer | Feb 25, 2025 | Option exercise | +11,044 | – | – | 112,875 |
| Jeremy S. Halford EVP, Chief Operating Officer | Feb 25, 2025 | Option exercise | +19,661 | – | – | 128,598 |
| Jeremy S. Halford EVP, Chief Operating Officer | Feb 25, 2025 | Tax withholding | −7,010 | $1.19 | $8.34K | 121,588 |
| Ortiz Inigo Perez SVP, Commercial and CTS | Feb 25, 2025 | Option exercise | +17,215 | – | – | 112,463 |
| Ortiz Inigo Perez SVP, Commercial and CTS | Feb 25, 2025 | Option exercise | +13,952 | – | – | 95,248 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2025 | Tax withholding | −3,732 | $1.19 | $4.44K | 80,307 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2025 | Option exercise | +15,743 | – | – | 96,050 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2025 | Tax withholding | −5,613 | $1.19 | $6.68K | 90,437 |
| Timothy K. Flanagan CEO and President, Director | Feb 25, 2025 | Option exercise | +10,467 | – | – | 84,039 |
| Timothy K. Flanagan CEO and President, Director | Feb 13, 2025 | Buy | +50,000 | $1.07 | $53.50K | 73,572 |
| Rory F. O'Donnell Chief Financial Officer & SVP | Feb 13, 2025 | Buy | +50,000 | $1.04 | $52.00K | 100,000 |
| Marcel Kessler Director | Nov 9, 2024 | Option exercise | +56,497 | – | – | 68,977 |
| Marcel Kessler Director | Nov 9, 2024 | Tax withholding | −16,899 | $2.13 | $35.99K | 52,078 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Anthony Richard Taccone Director | Feb 13, 2026 | 44,490 | $314.54K | Feb 13, 2026 | Awarded Restricted Stock Units |
| Anthony Richard Taccone Director | Feb 11, 2026 | 875 | $6.59K | Feb 11, 2026 | Open Market Purchase |
| IV Bermuda Investor LP BCP Stockholder | Jan 5, 2024 | 79 | $152 | Jan 5, 2024 | The shares reported herein were received from a closely held entity. |
| IV Bermuda Investor LP BCP Stockholder | Jan 5, 2024 | 89 | $190 | Jan 2, 2024 | The shares reported herein were received from a closely held entity. |
| IV GrafTech Holdings L.P. BCP Stockholder | Jan 5, 2024 | 2,839,089 | $6.06M | Jan 2, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| IV (Non-Cdn) BPE Stockholder | Jan 5, 2024 | 1,364,459 | $2.91M | Jan 2, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| BBP Canada Holdings Inc. Brookfield Stockholder | Jan 5, 2024 | 2,145,532 | $4.12M | Jan 5, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| BBP Canada Holdings Inc. Brookfield Stockholder | Jan 5, 2024 | 2,429,421 | $5.18M | Jan 2, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| BBP (Canada) L.P. Brookfield Stockholder | Jan 5, 2024 | 1,366,826 | $2.92M | Jan 2, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| Private Funds Holdings Inc. Brookfield Stockholder | Jan 5, 2024 | 116 | $247 | Jan 2, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| Private Funds Holdings Inc. Brookfield Stockholder | Jan 5, 2024 | 102 | $196 | Jan 5, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| IV (Non-Cdn) BPE Stockholder | Jan 5, 2024 | 1,205,018 | $2.31M | Jan 5, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| BBP (Canada) L.P. Brookfield Stockholder | Jan 5, 2024 | 1,207,108 | $2.32M | Jan 5, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| IV GrafTech Holdings L.P. BCP Stockholder | Jan 5, 2024 | 2,542,161 | $4.88M | Jan 5, 2024 | The shares reported herein were received in connection with the pro rata distribution in kind of shares from a closely held entity. |
| IV Bermuda Investor LP BCP Stockholder | Jan 2, 2024 | 89 | $195 | Jan 2, 2024 | The shares reported herein were received from a closely held entity. |