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ALLEN OPERATIONS LLC

Position in AYI — Acuity Inc. (De)

CIK 1389544 NEW YORK, NY

Position in AYI

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$96,423,702
-$27,466,062 QoQ
Shares Held
344,100
0.0% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
15.66%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026

ALLEN OPERATIONS LLC holds $96,423,702 across 1 Electrical Equipment & Parts name. AYI ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AYI
Acuity Inc. (De)
This page
344,100 $96,423,702

All Filings in AYI

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $96,423,702 344,100
2025-12-31 $123,889,764 344,100
2025-09-30 $118,504,599 344,100
2025-06-30 $102,658,794 344,100
2025-03-31 $90,618,735 344,100
2024-12-31 $100,521,933 344,100
2024-09-30 $94,761,699 344,100
2024-06-30 $83,079,504 344,100
2024-03-31 $92,469,993 344,100
2023-12-31 $70,482,003 344,100
2023-09-30 $58,603,671 344,100
2023-06-30 $56,115,828 344,100
2023-03-31 $62,877,393 344,100
2022-12-31 $56,986,401 344,100
2022-09-30 $54,185,427 344,100
2022-06-30 $53,005,164 344,100
2022-03-31 $65,138,130 344,100
2021-12-31 $72,852,852 344,100
2021-09-30 $59,656,617 344,100
2021-06-30 $64,357,023 344,100
2021-03-31 $56,776,500 344,100
2020-12-31 $16,952,600 140,000
2020-09-30 $6,970,035 68,100