Why Generac (GNRC) Could Be a Big Winner From the Data Center Boom
Ariel Investments, an investment management company, released its "Appreciation Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Generac Holdings Inc. (GNRC)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Paradice Investment Management David Paradice | 176,061 | $51,552,421 | -16% | 8.23% |
| 2. | Diamond Hill Capital Ric Dillon | 31,003 | $9,077,988 | -38% | 0.07% |
| 3. | Skylands Capital Charles Paquelet | 24,465 | $7,163,597 | -12% | 0.88% |
| 4. | Katamaran Capital Priya Kodeeswaran | 7,623 | $2,232,091 | 1.78% | |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 4,890 | $1,431,841 | +9% | 0% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $218.39 | 100 | $21,839.00 | 15,508 | 2026-08-05 | Filing | |
| $220.00 | 150 | $33,000.00 | 15,508 | 2026-08-05 | Filing | |
| $218.39 | 100 | $21,839.00 | 15,508 | 2026-08-05 | Filing | |
| $218.39 | 200 | $43,678.00 | 15,608 | 2026-08-05 | Filing | |
| $194.89 | 5,000 | $974,450.00 | 554,528 | 2026-08-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,317,015 | $385,403,114 | 0.34% | |
| 2. | 481,609 | $141,019,931 | 2.26% | |
| 3. | 480,206 | $140,609,148 | 0.03% | |
| 4. | 347,460 | $101,739,832 | 0.06% | |
| 5. | 314,253 | $92,016,421 | 0.99% |
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