Which hedge funds own RACE? FERRARI N V, Q2 2026 13F holders
46 tracked hedge funds disclosed a position in RACE (FERRARI N V) in their Q2 2026 13F filings, worth $3.4bn in total. The largest holder by portfolio weight is Biglari Capital Corp. at 10.8% of its book. 16 opened a new position this quarter: Riposte Capital LLC, Contour Asset Management LLC, Viking Global Investors LP, Steadfast Capital Management LP. 15 exited: Ilex Capital Partners (UK) LLP, Deltroit Asset Management (UK) LLP, FNY Investment Advisers, LLC.
- 46
- 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.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $1.2bn
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $240m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $3.4bn
- Combined value Sum of the holders' reported positions in the security.
- 3.7%
- 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
| Ilex Capital Partners (UK) LLP | 3.3% | $136m |
| Deltroit Asset Management (UK) LLP | 1.8% | $10.2m |
| FNY Investment Advisers, LLC | 0.7% | $1.7m |
| Lattice Capital Management, LLC | 0.4% | $240k |
| Jain Global LLC | 0.3% | $23.7m |
| Balyasny Asset Management L.P. | 0.1% | $52.6m |
| Moore Capital Management, LP | 0.09% | $2.5m |
| 111 Capital | 0.08% | $337k |
| Graham Capital Management, L.P. | 0.08% | $2.2m |
| HITE Hedge Asset Management LLC | 0.06% | $1.0m |
| Aquatic Capital Management LLC | 0.05% | $1.7m |
| Gsa Capital Partners LLP | 0.03% | $562k |
| Concentric Capital Strategies, LP | 0.03% | $340k |
| Boothbay Fund Management, LLC | 0.02% | $817k |
| Squarepoint Ops LLC | 0.01% | $6.3m |
Ownership over time
Who discovered RACE first? Beta
The run: Q3 2016 → Q2 2025, +846%
| Dalal Street (Mohnish Pabrai) high conviction | Q1 2016 | 10.4% | +13.2 pts |
| Permian Investment Partners, LP high conviction | Q1 2016 | 12.2% | +6.7 pts |
| Baillie Gifford | Q3 2016 | 1.4% | +4.6 pts |
| PDT Partners, LLC high conviction | Q4 2016 | – | +3.3 pts |
| Ancient Art, L.P. high conviction | Q2 2016 | 5.7% | +1.7 pts |
| Samlyn Capital, LLC | Q1 2016 | 2.2% | +1.3 pts |
| Hawk Ridge Capital Management LP | Q1 2016 | 1.8% | +1.1 pts |
| Nantahala Capital Management, LLC | Q1 2016 | 1.8% | +0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.