AYI
Acuity Inc
3 of the 83 super-investors we track hold AYI, worth a combined $60M per their latest 13F filings. The largest position: Henry Ellenbogen at 0.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 19 of 100 (how strongly the cohort backs it) — ranked #658 of 742 stocks.
Why super-investors own AYI
AYI is held by 3 super-investors in our cohort, with a combined position value of $60M. The highest-conviction owner is Henry Ellenbogen at 0.3% of their portfolio. Cohort ownership has shrunk from 4 to 3 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 39q | $31M | 81,452 |
| 2 | Henry Ellenbogen | 0.3% | 8q | $26M | 68,646 |
| 3 | Thomas Gayner | <0.1% | 7q | $4M | 9,750 |
Owners of AYI also hold
Congress is trading AYI
Congress tracker →- Greg Gianfortesold$100,001 - $250,000 · 2020-04-29
- Greg Gianfortebought$50,001 - $100,000 · 2019-04-17
- Donna Shalalasold$1,001 - $15,000 · 2019-04-16 · late
- Donna Shalalasold$1,001 - $15,000 · 2019-04-03 · late
- Greg Gianfortebought$50,001 - $100,000 · 2018-12-24
- Greg Gianfortesold$50,001 - $100,000 · 2018-11-21
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | TRIM | 0.3% | -81% | $26M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 00508Y102. Not investment advice.