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.
Generac Holdings Inc. (GNRC)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 1,297,744 | $253,488,335 | -3% | 0.15% |
| 2. | Ariel Investments John W. Rogers | 1,294,787 | $252,910,744 | -10% | 2.83% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,038,493 | $202,848,838 | +10% | 0.11% |
| 4. | No Street Capital Jeff Osher | 550,000 | $107,431,500 | +49% | 7.17% |
| 5. | Park Presidio Capital Lee Hicks And Jan Koerner | 520,272 | $101,624,730 | +22% | 7.13% |
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 |
|---|---|---|---|---|---|---|
| $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 |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,818,559 | $745,879,129 | 0.01% | |
| 2. | 3,800,474 | $742,346,514 | 0.01% | |
| 3. | 2,315,884 | $452,361,622 | 0.02% | |
| 4. | 2,290,981 | $447,497,334 | 0.07% | |
| 5. | 2,181,014 | $426,017,465 | 0.01% |
News See All
Generac Holdings Inc. (NYSE:GNRC) Q1 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the First Quarter 2026 Generac Holdings Inc. Earnings Conference Call. [Operator Instructions].
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