GNRC fund manager activity
GENERAC HOLDINGS INC · US. Reported by 17 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 1,294,787 | $252,910,744 | 2.83% | May 14, 2026 |
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | May 18, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 22,794 | $4,452,352 | 1.02% | May 15, 2026 |
| Philippe Laffont - Coatue Management | Added | 390,513 | $76,278,904 | 0.26% | May 15, 2026 |
| First Eagle Investment Management | No change | 4,500 | $878,985 | 0.00% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 3,100 | $605,523 | 0.00% | May 5, 2026 |
| Thomas Russo - Gardner Russo & Quinn | No change | 2,250 | $439,493 | 0.01% | May 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 195,374 | $38,162,403 | 0.12% | May 15, 2026 |
| Mairs & Power Funds | Trimmed | 99,747 | $19,483,582 | 0.20% | May 14, 2026 |
| David Katz - Matrix Asset Advisors | Trimmed | 112,868 | $22,046,506 | 2.02% | Apr 22, 2026 |
| Lee Ainslie - Maverick Capital | New | 6,487 | $1,267,106 | 0.01% | May 15, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Trimmed | 1,423,948 | $194,183,789 | 2.10% | Feb 13, 2026 |
| Gavin Baker - Atreides Management | New | 182,765 | $24,923,663 | 0.53% | Feb 17, 2026 |
| Arnold Van Den Berg - Century Management | Added | 23,049 | $3,143,192 | 0.72% | Feb 17, 2026 |
| Philippe Laffont - Coatue Management | New | 369,210 | $50,349,168 | 0.13% | May 15, 2026 |
| First Eagle Investment Management | Trimmed | 4,500 | $613,665 | 0.00% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 2,233 | $304,514 | 0.00% | Feb 9, 2026 |
| Thomas Russo - Gardner Russo & Quinn | No change | 2,250 | $306,833 | 0.00% | Feb 12, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 205,983 | $28,089,902 | 0.10% | Feb 17, 2026 |
| Mairs & Power Funds | Trimmed | 108,578 | $14,806,782 | 0.14% | Feb 17, 2026 |
| David Katz - Matrix Asset Advisors | Added | 112,991 | $15,408,583 | 1.38% | Jan 16, 2026 |