Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
Holding/activity history for  Acuity Inc. (AYI)
← All AYI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 355,729 1.03 Reduce 56.37% 1.57 $257.04–380.17 · VW $306.43i $99,682,380 SEC
2025   Q4 815,322 2.78 Reduce 40.21% 1.40 $335.50–379.17 · VW $360.95i $293,548,533 SEC
2025   Q3 1,363,619 3.48 Add 9.10% 0.29 $282.78–349.00 · VW $321.54i $469,616,747 SEC
2025   Q2 1,249,899 2.82 Add 13.78% 0.34 $216.81–310.09 · VW $260.46i $372,894,868 SEC
2025   Q1 1,098,485 2.59 Add 0.92% 0.02 $255.91–345.30 · VW $299.49i $289,286,025 SEC
2024   Q4 1,088,477 2.59 Add 158.90% 1.59 $285.00–337.99 · VW $307.17i $317,976,786 SEC
2024   Q3 420,429 0.85 Buy 0.85 $217.64–275.95 · VW $253.43i $115,781,942 SEC
Price snapshot:
Current price$325.36
Avg. buy price$291.81
+/- since buy11.50%
52-week low$256.86
52-week high$379.66