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Ground Swell Capital, LLC

CIK:0001534450
Hedge Fund
$1B AUM
141 holdings
Folly Beach, SC, United States
Founded:2010
10 employees
Latest filing:Jun 30, 2025

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 Buys
S
SPYSPDR S&P 500 ETF TR
+$32.2M
I
IWMISHARES TR
+$6.7M
I
IWBISHARES TR
+$965.1K
K
KRESPDR SERIES TRUST
+$905.0K
I
IXJISHARES TR
+$677.3K
Top Sells
T
TLTISHARES TR
-$1.7M
M
MCHPMICROCHIP TECHNOLOGY INC.
-$1.6M
N
NXPINXP SEMICONDUCTORS N V
-$1.3M
A
AMATAPPLIED MATLS INC
-$842.7K
A
APOAPOLLO GLOBAL MGMT INC
-$806.4K

Top Holdings

S
SPYSPDR S&P 500 ETF TR
+51.2%$32.2M
I
IWMISHARES TR
+10.6%$6.7M
I
IWBISHARES TR
+1.5%$965.1K
K
KRESPDR SERIES TRUST
+1.4%$905.0K
I
IXJISHARES TR
+1.1%$677.3K

Equity Positions (121)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR S&P 500 ETF TR51.18%$32.2M52,166$617.85$617.85+$32.2M
ISHARES TR10.56%$6.7M30,823$215.79$215.79+$6.7M
ISHARES TR1.53%$965.1K2,842$339.57$339.57+$965.1K
SPDR SERIES TRUST1.44%$905.0K15,239$59.39$59.39+$905.0K
ISHARES TR1.08%$677.3K7,867$86.09$86.09+$677.3K

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
CIRCLE INTERNET GROUP INCNew
Put
$1.8M100$181.29$181.29+100+$1.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+10.8%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+3.9%
PHARMACEUTICAL PREPARATIONS
+3.6%
SEMICONDUCTORS & RELATED DEVICES
+3.2%
COMPUTER STORAGE DEVICES
+2.7%