Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
AYI —
ACUITY INC
CUSIP: 00508Y102 · Held by 5 superinvestors · Combined value: $320,011,832
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.8% | $293,548,533 | 815,322 | REDUCE | -548,297 |
| 2 | Ken Griffin | 0.0% | $19,294,543 | 53,590 | ADD | +27,727 |
| 3 | Tom Gayner | 0.0% | $3,510,390 | 9,750 | - | - |
| 4 | Jim Simons | 0.0% | $3,276,364 | 9,100 | REDUCE | -39,900 |
| 5 | Polen Capital | 0.0% | $382,002 | 1,061 | REDUCE | -542 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +27,727 | +107.2% |
| Henry Ellenbogen | REDUCE | -548,297 | -40.2% |
| Jim Simons | REDUCE | -39,900 | -81.4% |
| Polen Capital | REDUCE | -542 | -33.8% |
| Ray Dalio | SOLD | -18,781 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Henry Ellenbogen | ADD | +113,720 | +9.1% |
| Polen Capital | ADD | +63 | +4.1% |
| Ray Dalio | ADD | +10,470 | +126.0% |
| Jim Simons | REDUCE | -15,600 | -24.1% |
| Ken Griffin | REDUCE | -129,217 | -83.3% |
Who Owns AYI? Superinvestor Holdings
ACUITY INC is held by 5 tracked superinvestors, with a combined position value of $320 million . The largest positions are held by Henry Ellenbogen (2.8% of portfolio), Ken Griffin (0.0% of portfolio), Tom Gayner (0.0% of portfolio).
In the most recent quarter, 1 superinvestor added or initiated positions while 3 reduced or exited.