Is Generac Holdings (GNRC) Becoming a Key AI Infrastructure Play?
Ariel Investments, an investment management company, released its “Ariel Small Cap Value" Q1 2026 Investor Letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AIGH Investment Partners Orin Hirschman | 90,000 | $17,579,700 | 2.4% | |
| 2. | Diamond Hill Capital Ric Dillon | 49,589 | $9,686,219 | -13% | 0.06% |
| 3. | 34,800 | $6,797,484 | +29% | 0.05% | |
| 4. | Skylands Capital Charles Paquelet | 27,540 | $5,379,388 | -4% | 0.71% |
| 5. | Fisher Asset Management Ken Fisher | 3,100 | $605,523 | +39% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $97.27 | 2,000 | $194,549.60 | 8,895 | 2022-12-05 | Filing | |
| $41.93 | 2,000 | $83,860.00 | 2,840 | 2014-11-17 | Filing | |
| $42.17 | 25,000 | $1,054,250.00 | 31,945 | 2014-11-13 | Filing | |
| $47.04 | 27,168 | $1,277,982.72 | 763,071 | 2014-07-01 | Filing | |
| $48.50 | 3,300 | $160,050.00 | 4,552 | 2014-05-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $260.02 | 5,000 | $1,300,100.00 | 569,528 | 2026-05-01 | Filing | |
| $199.81 | 5,000 | $999,050.00 | 574,528 | 2026-04-01 | Filing | |
| $216.95 | 5,000 | $1,084,750.00 | 579,528 | 2026-03-05 | Filing | |
| $237.28 | 902 | $214,028.91 | 137,182 | 2026-02-25 | Filing | |
| $236.57 | 12,324 | $2,915,496.07 | 138,083 | 2026-02-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,818,559 | $745,879,129 | 0.02% | |
| 2. | 2,315,884 | $452,361,622 | 0.02% | |
| 3. | 936,561 | $182,897,971 | 0.04% | |
| 4. | 520,628 | $101,694,252 | 0.07% | |
| 5. | 514,631 | $100,522,873 | 0.02% |