Antipodes Partners’s H2O America HTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$105M Sell
1,710,899
-48,703
-3% -$3.06M 1.94% 21
2026
Q2
$107M Sell
1,759,602
-489,427
-22% -$28.4M 1.96% 20
2026
Q1
$132M Buy
2,249,029
+1,865,124
+486% +$102M 2.54% 15
2025
Q4
$18.8M Buy
+383,905
New +$18.4M 0.39% 52

Other funds holding HTO

Antipodes Partners's HTO Position: Q3 2026 in Review

Antipodes Partners reduced its H2O America (HTO) stake by 2.8% in Q3 2026, selling an estimated $3.06M and leaving 1,710,899 shares worth $105M. The position accounts for 1.94% of the portfolio, ranked #21.

Antipodes Partners first reported a position in HTO in Q4 2025 and has held it in 4 quarters since. The position peaked at $132M in Q1 2026. 160 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Antipodes Partners held 1,710,899 shares of H2O America worth $105M as of Q3 2026.
  • Antipodes Partners sold 48,703 H2O America shares in Q3 2026, an estimated $3.06M.
  • H2O America made up 1.94% of Antipodes Partners's portfolio in Q3 2026, its #21 holding.
  • Antipodes Partners first reported a position in H2O America in Q4 2025 and has held it in 4 quarters since.
  • Antipodes Partners's H2O America position peaked at $132M in Q1 2026.
  • 160 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

Based on Antipodes Partners's 13F filing for Q3 2026, filed 5 Nov 2026.