Which hedge funds own AYI? ACUITY INC, Q2 2026 13F holders
48 tracked hedge funds disclosed a position in AYI (ACUITY INC) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Greenstone Partners & Co., LLC at 15.6% of its book. 16 opened a new position this quarter: Semanteon Capital Management, LP, Oak Thistle LLC, West Family Investments, Inc., iSAM Funds (UK) Ltd. 17 exited: Alua Capital Management LP, Moore Capital Management, LP, Regents Gate Capital LLP.
- 48
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $50.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $118m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 3.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Alua Capital Management LP | 6.9% | $63.4m |
| Moore Capital Management, LP | 0.6% | $15.2m |
| Regents Gate Capital LLP | 0.3% | $1.2m |
| MQS Management LLC | 0.2% | $345k |
| Lecap Asset Management Ltd | 0.1% | $323k |
| Lighthouse Investment Partners, LLC | 0.1% | $3.1m |
| Entropy Technologies, LP | 0.1% | $2.5m |
| Y-Intercept (Hong Kong) Ltd | 0.1% | $6.0m |
| Campbell & CO Investment Adviser LLC | 0.08% | $1.4m |
| Edgestream Partners, L.P. | 0.07% | $2.3m |
| Mirabella Financial Services LLP | 0.05% | $468k |
| Tudor Investment Corp ET AL | 0.02% | $3.9m |
| Balyasny Asset Management L.P. | 0.02% | $8.4m |
| Freestone Grove Partners LP | 0.01% | $1.7m |
| Marshall Wace, LLP | 0.01% | $7.0m |
| Capstone Investment Advisors, LLC | 0.0% | $228k |
| Renaissance Technologies LLC | 0.0% | $544k |
Ownership over time
Who discovered AYI first? Beta
| Miller Value Partners (Bill Miller) | Q3 2020 | +1.6 pts |
| Cove Street Capital | Q1 2020 | +1.5 pts |
| Lodge Hill Capital, LLC | Q4 2014 | +1.2 pts |
| Interval Partners, LP | Q1 2021 | +0.4 pts |
| Sandler Capital Management | Q1 2021 | 0.0 pts |
| Caxton Associates LLP | Q2 2013 | 0.0 pts |
| Select Equity Group, L.P. | Q2 2016 | −0.4 pts |
| Alyeska Investment Group, L.P. | Q1 2017 | −0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.