ACUITY INC (AYI) — Hedge Fund Ownership Q4 2025
AYI
- ACUITY INC (AYI) is held by 3 of 82 tracked hedge funds, with Durable Capital Partners (3%) and Markel Group (0%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in AYI holdings came from Durable Capital Partners (-40%) and Polen Capital Management (-34%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to ACUITY INC (AYI) by -40% vs the prior quarter and -24% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Durable Capital Partners Henry Ellenbogen
|
2.78% | 815K | -40.21% | -25.10% | $293.5M | $360.04 | — |
| 2 |
Markel Group Tom Gayner
|
0.03% | 10K | — | +225.00% | $3.5M | $360.04 | — |
| 3 |
Polen Capital Management
|
0.00% | 1K | -33.81% | — | $382,002 | $360.04 | — |
| 3 | Total | — | 826K | -39.92% | -24.41% | $297.4M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.