Which hedge funds own MWH? SOLV ENERGY INC, Q2 2026 13F holders
45 tracked hedge funds disclosed a position in MWH (SOLV ENERGY INC) in their Q2 2026 13F filings, worth $453.0m in total. The largest holder by portfolio weight is West Tower Group, LLC at 2.2% of its book. 16 opened a new position this quarter: Potrero Capital Research LLC, Lloyd Harbor Capital Management, LLC, MYDA Advisors LLC, Discovery Capital Management, LLC. 14 exited: Arosa Capital Management LP, Encompass Capital Advisors LLC, KR Capital LP.
- 45
- 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.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $62.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $70.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $453m
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- 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
| Arosa Capital Management LP | 1.3% | $2.0m |
| Encompass Capital Advisors LLC | 1.2% | $30.0m |
| KR Capital LP | 0.6% | $3.1m |
| Oxford Asset Management LLP | 0.2% | $495k |
| Occudo Quantitative Strategies LP | 0.1% | $2.2m |
| Schonfeld Strategic Advisors LLC | 0.10% | $11.8m |
| Diametric Capital, LP | 0.06% | $221k |
| Weiss Asset Management LP | 0.03% | $1.5m |
| Kayne Anderson Capital Advisors LP | 0.03% | $1.4m |
| Davidson Kempner Capital Management LP | 0.02% | $1.2m |
| Quantbot Technologies LP | 0.02% | $502k |
| Adage Capital Partners GP, L.L.C. | 0.02% | $11.4m |
| Holocene Advisors, LP | 0.01% | $4.4m |
| Woodline Partners LP | 0.0% | $300k |
Ownership over time
Who discovered MWH first? Beta
| Yaupon Capital Management LP | Q1 2026 | +0.1 pts |
| Electron Capital Partners, LLC | Q1 2026 | +0.1 pts |
| Aventail Capital Group, LP | Q2 2026 | +0.1 pts |
| West Tower Group, LLC | Q2 2026 | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.