AYI
Acuity Inc
3 super-investors hold AYI worth a combined $103M. The largest position: Henry Ellenbogen at 1.0% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 19 — ranked #656 of 724 scored stocks.
Why super-investors own AYI
Henry Ellenbogen accounts for virtually all of this cohort's exposure, with AYI representing 1.0% of his portfolio and roughly $100M of the $103M combined position. Ownership breadth has been narrow and largely static — the cohort has hovered at one or two holders for seven of the past eight quarters, with Thomas Gayner and Joel Greenblatt holding only token positions. The single activity in 2026Q1 was Ellenbogen trimming his stake, suggesting mild conviction erosion at the margin. With no new entrants and no additions across the cohort this quarter, interest in AYI among tracked super-investors is best characterized as stable at a low baseline rather than building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 1.0% | 7q | $100M | 355,729 |
| 2 | Thomas Gayner | <0.1% | 6q | $3M | 9,750 |
| 3 | Joel Greenblatt | 0.0% | 38q | $374K | 1,333 |
Owners of AYI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 1.0% | -56% | $100M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 00508Y102. Not investment advice.