1SAMC
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12th Street Asset Management Company’s Generac Holdings GNRC Stock Holding History

12th Street Asset Management Company’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1M Buy
+66,910
New +$12.8M 2.14% 18
2022
Q4 		– Sell
-7,336
Closed -$1.31M – 30
2022
Q3 		$1.31M Sell
7,336
-7,549
-51% -$1.73M 0.37% 27
2022
Q2 		$3.13M Buy
+14,885
New +$3.66M 0.79% 26
2022
Q1 		– Sell
-8,289
Closed -$2.92M – 30
2021
Q4 		$2.92M Sell
8,289
-18
-0.2% -$7.47K 0.61% 29
2021
Q3 		$3.4M Buy
8,307
+355
+4% +$152K 0.75% 26
2021
Q2 		$3.3M Sell
7,952
-1,555
-16% -$522K 0.69% 24
2021
Q1 		$3.11M Buy
9,507
+34
+0.4% +$10K 0.65% 25
2020
Q4 		$2.15M Sell
9,473
-4
-0% -$861 0.46% 26
2020
Q3 		$1.83M Buy
9,477
+6
+0.1% +$987 0.46% 24
2020
Q2 		$1.16M Buy
9,471
+515
+6% +$54.2K 0.32% 28
2020
Q1 		$834K Buy
8,956
+63
+0.7% +$6.49K 0.32% 23
2019
Q4 		$895K Hold
8,893
– – 0.22% 26
2019
Q3 		$697K Buy
+8,893
New +$666K 0.18% 27

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

12th Street Asset Management Company's GNRC Position: Q1 2026 in Review

12th Street Asset Management Company opened a new position in Generac Holdings (GNRC) in Q1 2026: 66,910 shares worth $13.1M. The stake represents 2.14% of the portfolio and ranks #18 among its holdings. This is a return to the name: 12th Street Asset Management Company previously reported a position in GNRC as recently as Q3 2022.

12th Street Asset Management Company first reported a position in GNRC in Q3 2019 and has held it in 13 quarters since. 868 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • 12th Street Asset Management Company held 66,910 shares of Generac Holdings worth $13.1M as of Q1 2026.
  • Generac Holdings was a new 12th Street Asset Management Company position in Q1 2026.
  • Generac Holdings made up 2.14% of 12th Street Asset Management Company's portfolio in Q1 2026, its #18 holding.
  • 12th Street Asset Management Company first reported a position in Generac Holdings in Q3 2019 and has held it in 13 quarters since.
  • 868 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

Based on 12th Street Asset Management Company's 13F filing for Q1 2026, filed 12 May 2026.