Which hedge funds own AZZ? AZZ INC, Q2 2026 13F holders
19 tracked hedge funds disclosed a position in AZZ (AZZ INC) in their Q2 2026 13F filings, worth $105.4m in total. The largest holder by portfolio weight is 1060 Capital, LLC at 2.2% of its book. 7 opened a new position this quarter: 1060 Capital, LLC, Crown Advisors Management, Inc., G2 Investment Partners Management LLC, Stevens Capital Management LP. 8 exited: Campbell & CO Investment Adviser LLC, ExodusPoint Capital Management, LP, Y-Intercept (Hong Kong) Ltd.
- 19
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $34.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $11.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $105m
- Combined value Sum of the holders' reported positions in the security.
- 1.5%
- 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
| 1060 Capital, LLC Hedge fund | 2.2% | – | new |
| Crown Advisors Management, Inc. Hedge fund | 1.7% | – | new |
| Sovereign's Capital Management, LLC Hedge fund | 1.0% | −2.2% | reduced |
| G2 Investment Partners Management LLC Hedge fund | 0.4% | – | new |
| SG Capital Management LLC Hedge fund | 0.2% | −72% | reduced |
| Stevens Capital Management LP Hedge fund | 0.2% | – | new |
| Bayforest Capital Ltd Hedge fund | 0.2% | +194% | added |
| PDT Partners, LLC Hedge fund | 0.08% | – | new |
| Tudor Investment Corp ET AL Hedge fund | 0.05% | −23% | reduced |
| Balyasny Asset Management L.P. Hedge fund | 0.04% | – | new |
| Qube Research & Technologies Ltd Hedge fund | 0.02% | +29% | added |
| Polen Capital Long-only investor | 0.02% | +20% | added |
| Two Sigma Investments, LP Hedge fund | 0.02% | −31% | reduced |
| Boothbay Fund Management, LLC Hedge fund | 0.01% | – | new |
| Quarry LP Hedge fund | 0.0% | +455% | added |
| AQR Capital Management LLC Hedge fund | 0.0% | +0.7% | added |
| First Manhattan Long-only investor | 0.0% | −3.9% | reduced |
| Citadel Advisors LLC Hedge fund | 0.0% | −74% | reduced |
| CVA Family Office, LLC Family office | 0.0% | +150% | added |
Exited since the previous filing
| Campbell & CO Investment Adviser LLC | 0.03% | $568k |
| ExodusPoint Capital Management, LP | 0.02% | $2.5m |
| Y-Intercept (Hong Kong) Ltd | 0.01% | $564k |
| Millennium Management LLC | 0.01% | $7.4m |
| Schonfeld Strategic Advisors LLC | 0.0% | $354k |
| Brevan Howard Capital Management LP | 0.0% | $284k |
| Aquatic Capital Management LLC | 0.0% | $28.0k |
| Quantbot Technologies LP | 0.0% | $125 |
Ownership over time
Who discovered AZZ first? Beta
The run: Q4 2005 → Q3 2016, ×14
| Engine Capital Management, LP | Q3 2020 | – | +1.3 pts |
| Medina Value Partners, LLC high conviction | Q3 2023 | – | +1.1 pts |
| Cove Street Capital | Q3 2013 | – | +0.9 pts |
| SG Capital Management LLC | Q3 2025 | – | +0.4 pts |
| Crown Advisors Management, Inc. | Q1 2024 | – | +0.1 pts |
| Cooper Creek Partners Management LLC | Q1 2019 | – | +0.1 pts |
| Intrinsic Edge Capital Management LLC | Q4 2025 | – | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.