Position in AYI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,819,267
+$494,948 QoQ
Shares Held
4,830
+2.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 632 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026&PARTNERS holds $42,659,369 across 16 Electrical Equipment & Parts names. AYI ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
54,220 | $18,153,940 | |
| 2 | AEIS |
Advanced Energy Industries Inc
|
13,903 | $5,184,011 | |
| 3 | NVT |
nVent Electric plc
|
21,464 | $3,640,509 | |
| 4 | BE |
Bloom Energy Corp
|
10,075 | $3,049,702 | |
| 5 | EOSE |
Eos Energy Enterprises, Inc.
|
458,749 | $2,697,444 | |
| 6 | HUBB |
Hubbell Inc
|
5,133 | $2,685,585 | |
| 7 | ENS |
EnerSys
|
8,772 | $2,051,069 | |
| 8 | AYI |
Acuity Inc. (De)
This page
|
4,830 | $1,819,267 |
All Filings in AYI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819,267 | 4,830 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||