This Generator Stock Has Been Crushed. But Data Center Orders Just Became a $1 Billion Growth Story
Generac Holdings Inc. (NYSE:GNRC) has fallen a long way from the excitement that carried its shares to a 52-week high of $296.44 on June 25.
Generac Holdings Inc. (GNRC)
Market is closed
Sector: Motors & Generators
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. | Ariel Investments John W. Rogers | 997,951 | $292,210,033 | -23% | 2.91% |
| 2. | D E Shaw D. E. Shaw | 957,094 | $280,246,694 | -27% | 0.13% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 887,621 | $259,904,305 | -15% | 0.12% |
| 4. | Park Presidio Capital Lee Hicks And Jan Koerner | 540,077 | $158,139,946 | +4% | 8.95% |
| 5. | No Street Capital Jeff Osher | 425,000 | $124,444,250 | -23% | 7.48% |
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 |
|---|---|---|---|---|---|---|
| $213.35 | 213 | $45,443.55 | 10,746 | 2026-08-07 | Filing | |
| $213.35 | 373 | $79,579.55 | 10,746 | 2026-08-07 | Filing | |
| $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 |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,999,044 | $1,170,960,110 | 0.02% | |
| 2. | 3,845,079 | $1,125,877,582 | 0.02% | |
| 3. | 2,426,090 | $710,383,413 | 0.03% | |
| 4. | 2,234,679 | $654,336,358 | 0.02% | |
| 5. | 1,703,954 | $498,934,795 | 0.04% |
News See All
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.
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More than 250 companies announced their earnings performance in the second quarter of the year on Wednesday, July 29, offering a fresh look at how they performed relative to what the market expected of...
Generac Holdings (GNRC) Gains From Strong Sales in Commercial & Industrial Segment
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
15 Best Stocks to Buy for the Second Half of 2026
On June 30, Reuters reported that US stocks will face many tests in the second half of 2026, even though the S&P 500 has increased more than 8% and the Nasdaq has gained 11% this year.
Demand Uptick Lifted Generac Holdings (GNRC)
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here.
Is Generac Holdings Inc. (GNRC) A Good Stock To Buy Now?
Is GNRC a good stock to buy? We came across a bullish thesis on Generac Holdings Inc. on r/ValueInvesting by ValueEquities. In this article, we will summarize the bulls’ thesis on GNRC.
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