Position in AYI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$764,619
-$204,150 QoQ
Shares Held
2,030
-27.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#320
of 632 holders
Holding Since
Jun 2025
3 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, 2026SummitTX Capital, L.P. holds $7,868,122 across 8 Electrical Equipment & Parts names. AYI ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
17,392 | $5,264,558 | |
| 2 | AYI |
Acuity Inc. (De)
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|
2,030 | $764,619 | |
| 3 | HAYW |
Hayward Holdings, Inc.
|
30,898 | $534,844 | |
| 4 | ENR |
Energizer Holdings, Inc.
|
21,571 | $462,482 | |
| 5 | TE |
T1 Energy Inc.
|
35,337 | $334,994 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
5,182 | $289,466 | |
| 7 | EOSE |
Eos Energy Enterprises, Inc.
|
22,011 | $129,424 | |
| 8 | ENVX |
Enovix Corp
|
14,454 | $87,735 |
All Filings in AYI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,619 | 2,030 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $968,769 | 2,813 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $755,695 | 2,533 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||