8 Undervalued Infrastructure Stocks to Buy Now
Infrastructure investing is having a defining moment, with the PwC-Oxford Economics Global Infrastructure Outlook, published on May 5, 2026, estimating that the U.S.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lone Pine Capital Stephen Mandel | 6,187,585 | $930,179,653 | +19% | 7.42% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 2,546,357 | $382,793,847 | +31% | 0.64% |
| 3. | Appaloosa Management LP David Tepper | 2,022,332 | $304,017,170 | +115% | 5.12% |
| 4. | 1,579,200 | $237,401,136 | -27% | 0.04% | |
| 5. | Rubric Capital Management David Rosen | 1,500,000 | $225,495,000 | -25% | 2.39% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $126.75 | 1,500 | $190,125.00 | 3,467 | 2025-03-12 | Filing | |
| $89.46 | 335 | $29,969.10 | 32,186 | 2024-06-10 | Filing | |
| $24.84 | 10,000 | $248,400.00 | 16,923 | 2023-06-21 | Filing | |
| $24.05 | 5,000 | $120,250.00 | 463,899 | 2023-03-23 | Filing | |
| $24.72 | 11,000 | $271,920.00 | 369,201 | 2023-03-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $153.00 | 244 | $37,332.00 | 53,006 | 2026-06-15 | Filing | |
| $147.93 | 244 | $36,094.92 | 53,250 | 2026-06-12 | Filing | |
| $160.00 | 4,600 | $736,000.00 | 9,760 | 2026-06-02 | Filing | |
| $164.96 | 5,000 | $824,800.00 | 14,360 | 2026-05-27 | Filing | |
| $160.31 | 10,000 | $1,603,100.00 | 114,409 | 2026-03-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 28,480,341 | $4,281,449,678 | 0.07% | |
| 2. | 21,393,960 | $3,216,154,007 | 0.07% | |
| 3. | 16,902,218 | $2,540,910,431 | 0.13% | |
| 4. | 16,770,480 | $2,521,106,258 | 0.09% | |
| 5. | 15,808,007 | $2,376,417,646 | 0.13% |