Position in ARLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,072,134
-$19,728,248 QoQ
Shares Held
778,084
-64.7% QoQ
Ownership
0.716%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ARLO Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026MARSHALL WACE, LLP holds $300,704,052 across 23 Building Products & Equipment names. ARLO ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLDR |
Builders FirstSource, Inc.
|
776,133 | $63,899,027 | |
| 2 | TREX |
Trex Co Inc
|
1,235,056 | $44,980,738 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
752,036 | $42,347,146 | |
| 4 | LPX |
Louisiana-Pacific Corp
|
512,081 | $37,253,892 | |
| 5 | LII |
Lennox International Inc
|
58,517 | $27,159,493 | |
| 6 | TT |
Trane Technologies plc
|
48,124 | $20,055,194 | |
| 7 | FBIN |
Fortune Brands Innovations, Inc.
|
426,950 | $16,638,241 | |
| 8 | AWI |
Armstrong World Industries Inc
|
79,517 | $13,104,400 |
All Filings in ARLO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,072,134 | 778,084 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $30,800,382 | 2,201,600 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $43,298,045 | 2,554,457 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $25,619,825 | 1,510,603 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $7,089,708 | 718,309 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $274,521 | 22,669 | Shares | Other | 2024-11-14 | |
| 2024-03-31 | $650,437 | 51,418 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $377,877 | 39,693 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $163,620 | 27,000 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||