Position in AYI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,188,685
+$34,340,704 QoQ
Shares Held
122,627
+190.0% QoQ
Ownership
0.410%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#43
of 637 holders
Holding Since
Mar 2020
22 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, 2026Gotham Asset Management, LLC holds $282,046,694 across 14 Electrical Equipment & Parts names. AYI ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
551,402 | $93,523,293 | |
| 2 | VRT |
Vertiv Holdings Co
|
213,966 | $71,640,096 | |
| 3 | AYI |
Acuity Inc. (De)
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|
122,627 | $46,188,685 | |
| 4 | HUBB |
Hubbell Inc
|
77,077 | $40,326,686 | |
| 5 | HAYW |
Hayward Holdings, Inc.
|
436,554 | $7,556,749 | |
| 6 | BE |
Bloom Energy Corp
|
17,422 | $5,273,639 | |
| 7 | ENS |
EnerSys
|
21,638 | $5,059,397 | |
| 8 | PLUG |
Plug Power Inc
|
1,735,529 | $4,703,283 |
All Filings in AYI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,188,685 | 122,627 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,847,981 | 42,281 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,178,655 | 64,378 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,100,161 | 26,424 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,112,055 | 17,135 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,596,714 | 21,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,619,159 | 15,812 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,144,127 | 11,417 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,596,687 | 10,755 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,499,782 | 5,581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,584,769 | 7,737 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,747,440 | 16,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,858,622 | 11,397 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,414,147 | 7,739 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $868,127 | 5,242 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $376,983 | 2,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $463,352 | 3,008 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $797,115 | 4,831 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $902,362 | 7,452 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,024,380 | 19,779 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,734,617 | 18,118 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $446,459 | 5,212 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||