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Ground Swell Capital, LLC
Ground Swell Capital, LLC is a hedge fund based in Folly Beach, South Carolina, founded in 2010. The firm specializes in the investment and management of real estate properties as well as public securities, aiming to provide attractive and sustainable returns through its expertise in identifying, acquiring, and enhancing properties and portfolio holdings in the Folly Beach area. It focuses on assets with long-term growth potential and has a proven track record in property development and financial asset management. Ground Swell Capital has approximately 10 employees and serves institutional investors and pooled investment vehicles, managing over $1 billion in assets.
Investment Strategy
Ground Swell Capital employs a dual investment strategy focused on real estate acquisition, development, and management, primarily in the Folly Beach area, alongside a public securities portfolio. The firm targets properties and financial assets with strong long-term growth prospects, seeking to enhance asset value and generate sustainable returns. Its approach emphasizes deep market expertise, opportunistic acquisition, and hands-on asset enhancement, while also constructing a diversified portfolio of public equities and ETFs with strategic allocations to maximize risk-adjusted returns.
Latest 13F Filing Activity
Ground Swell Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 121 equity positions and 1 options positions with a total 13F market value of $63M. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares TR, Ishares TR among other positions. Ground Swell Capital, LLC reduced exposure to Ishares TR, Microchip Technology Inc., NXP Semiconductors N V among others.
Top Holdings
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 51.18% | $32.2M | 52,166 | $617.85 | $617.85 | +$32.2M |
I IWM | ISHARES TR | 10.56% | $6.7M | 30,823 | $215.79 | $215.79 | +$6.7M |
I IWB | ISHARES TR | 1.53% | $965.1K | 2,842 | $339.57 | $339.57 | +$965.1K |
K KRE | SPDR SERIES TRUST | 1.44% | $905.0K | 15,239 | $59.39 | $59.39 | +$905.0K |
I IXJ | ISHARES TR | 1.08% | $677.3K | 7,867 | $86.09 | $86.09 | +$677.3K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
C CRCL | CIRCLE INTERNET GROUP INC | New | Put | $1.8M | 100 | $181.29 | $181.29 | +100 | +$1.8M |
Industry Allocation
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