Which hedge funds own COLD? AMERICOLD REALTY TRUST INC, Q2 2026 13F holders
36 tracked hedge funds disclosed a position in COLD (AMERICOLD REALTY TRUST INC) in their Q2 2026 13F filings, worth $718.3m in total. The largest holder by portfolio weight is Long Pond Capital, LP at 4.4% of its book. 14 opened a new position this quarter: Lecap Asset Management Ltd, Jain Global LLC, Gillson Capital LP, Bayforest Capital Ltd. 13 exited: Barington Companies Management, LLC, Rush Island Management, LP, Conversant Capital LLC.
- 36
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $52.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $63.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $718m
- Combined value Sum of the holders' reported positions in the security.
- 2.9%
- 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
| Barington Companies Management, LLC | 3.3% | $4.0m |
| Rush Island Management, LP | 2.4% | $35.5m |
| Conversant Capital LLC | 1.7% | $12.6m |
| First Sabrepoint Capital Management LP | 0.8% | $2.0m |
| Anson Funds Management LP | 0.4% | $3.0m |
| Oak Thistle LLC | 0.3% | $2.8m |
| Landscape Capital Management, L.L.C. | 0.07% | $1.0m |
| EntryPoint Capital, LLC | 0.06% | $206k |
| Machina Capital S.A.S. | 0.04% | $181k |
| Quinn Opportunity Partners LLC | 0.02% | $444k |
| Gsa Capital Partners LLP | 0.02% | $366k |
| Boothbay Fund Management, LLC | 0.01% | $470k |
| Freestone Grove Partners LP | 0.0% | $396k |
Ownership over time
Who discovered COLD first? Beta
| Waterfront Capital Partners, LLC high conviction | Q3 2018 | +3.0 pts |
| Senator Investment Group LP high conviction | Q4 2018 | +1.9 pts |
| Waratah Capital Advisors Ltd. | Q4 2018 | +1.1 pts |
| Anchorage Capital Group, L.L.C. | Q1 2018 | +0.6 pts |
| Hudson Way Capital Management LLC high conviction | Q3 2019 | +0.6 pts |
| Fortress Investment Group LLC high conviction | Q1 2018 | +0.5 pts |
| Zimmer Partners, LP | Q4 2018 | +0.5 pts |
| GRS Advisors, LLC high conviction | Q4 2018 | +0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.