GNRC
Generac Holdings Inc
6 of the 83 super-investors we track hold GNRC, worth a combined $384M per their latest 13F filings. The largest position: John Rogers at 2.9% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 30 of 100 (how strongly the cohort backs it) — ranked #364 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own GNRC
GNRC is held by 6 super-investors in our cohort, with a combined position value of $384M. The highest-conviction owner is John Rogers at 2.9% of their portfolio. This quarter the cohort registered 1 exited.
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 (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 2.9% | 24q | $292M | 997,951 |
| 2 | David Katz | 2.5% | 6q | $31M | 107,043 |
| 3 | Joel Greenblatt | <0.1% | 38q | $31M | 105,282 |
| 4 | Mairs & Power Funds | 0.3% | 40q | $27M | 93,395 |
| 5 | First Eagle Investment Management | <0.1% | 17q | $1M | 4,890 |
| 6 | Lee Ainslie | <0.1% | 7q | $656K | 2,239 |
- 1John Rogersport2.9%val$292M997,951 sh·24q held
- 2David Katzport2.5%val$31M107,043 sh·6q held
- 3Joel Greenblattport<0.1%val$31M105,282 sh·38q held
- 4Mairs & Power Fundsport0.3%val$27M93,395 sh·40q held
- 5First Eagle Investment Managementport<0.1%val$1M4,890 sh·17q held
- 6Lee Ainslieport<0.1%val$656K2,239 sh·7q held
Owners of GNRC also hold
Congress is trading GNRC
Congress tracker →- Rob Bresnahansold$1,001 - $15,000 · 2025-04-08
- Julie Johnsonsold$1,001 - $15,000 · 2025-04-01
- James R. Langevinsold$1,001 - $15,000 · 2022-12-20
- James R. Langevinsold$1,001 - $15,000 · 2022-12-12
- James R. Langevinbought$15,001 - $50,000 · 2022-12-05
- James R. Langevinbought$1,001 - $15,000 · 2022-11-29
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | EXIT | <0.1% | -100% | $0 | Aug 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 368736104. Not investment advice.