Position in AYI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,324,319
+$389,296 QoQ
Shares Held
4,726
+82.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026&PARTNERS holds $28,755,891 across 16 Electrical Equipment & Parts names. AYI ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
43,715 | $10,954,104 | |
| 2 | AEIS |
Advanced Energy Industries Inc
|
16,864 | $5,442,181 | |
| 3 | EOSE |
Eos Energy Enterprises, Inc.
|
443,412 | $2,199,323 | |
| 4 | NVT |
nVent Electric plc
|
16,322 | $1,930,566 | |
| 5 | HUBB |
Hubbell Inc
|
3,327 | $1,632,691 | |
| 6 | ENS |
EnerSys
|
9,301 | $1,615,769 | |
| 7 | AYI |
Acuity Inc. (De)
This page
|
4,726 | $1,324,319 | |
| 8 | BE |
Bloom Energy Corp
|
7,754 | $1,050,589 |
All Filings in AYI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,324,319 | 4,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $935,023 | 2,597 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $665,361 | 1,932 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $240,462 | 806 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $692,640 | 2,371 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||