LRI Investments, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in WMS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,987
+$1,937 QoQ
Shares Held
70
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 543 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026LRI Investments, LLC holds $24,507,500 across 17 Building Products & Equipment names. WMS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
40,178 | $19,733,825 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
55,928 | $4,102,318 | |
| 3 | JCI |
Johnson Controls International plc
|
2,973 | $434,384 | |
| 4 | CSL |
Carlisle Companies Inc
|
186 | $67,471 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
983 | $53,966 | |
| 6 | MAS |
Masco Corp /De/
|
605 | $49,228 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
This page
|
70 | $10,987 | |
| 8 | BLDR |
Builders FirstSource, Inc.
|
113 | $10,111 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,987 | 70 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $9,050 | 66 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||