Which hedge funds own NGVT? INGEVITY CORP, Q2 2026 13F holders
31 tracked hedge funds disclosed a position in NGVT (INGEVITY CORP) in their Q2 2026 13F filings, worth $289.8m in total. The largest holder by portfolio weight is Vision One Management Partners, LP at 14.4% of its book. 8 opened a new position this quarter: EntryPoint Capital, LLC, Dark Forest Capital Management LP, Y-Intercept (Hong Kong) Ltd, Aquatic Capital Management LLC. 5 exited: AYAL Capital Advisors Ltd, Alpha Wave Global, LP, Diametric Capital, LP.
- 31
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 8
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $4.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $10.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $290m
- Combined value Sum of the holders' reported positions in the security.
- 2.5%
- 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
Exited since the previous filing
| AYAL Capital Advisors Ltd | 1.1% | $2.2m |
| Alpha Wave Global, LP | 0.8% | $6.1m |
| Diametric Capital, LP | 0.1% | $485k |
| Walleye Capital LLC | 0.01% | $1.4m |
| Capstone Investment Advisors, LLC | 0.0% | $348k |
Ownership over time
Who discovered NGVT first? Beta
| Maple Rock Capital Partners Inc. high conviction | Q3 2016 | +12.0 pts |
| Vision One Management Partners, LP high conviction | Q4 2024 | +9.0 pts |
| Governors Lane LP high conviction | Q2 2016 | +3.1 pts |
| Aperture Investors, LLC | Q1 2020 | +1.6 pts |
| Telemark Asset Management, LLC | Q1 2017 | +0.8 pts |
| 22NW, LP | Q1 2020 | +0.3 pts |
| Cooper Creek Partners Management LLC | Q2 2020 | −0.1 pts |
| Alpha Wave Global, LP | Q3 2016 | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.