Capricorn Fund Managers’s Forgent Power Solutions FPS Stock Holding History

Capricorn Fund Managers’s Portfolio FPS Stock Details FPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.77M	Buy	+49,657	New	+$2.27M	0.22%	107

Other funds holding FPS

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Capricorn Fund Managers's FPS Position: Q2 2026 in Review

Capricorn Fund Managers opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 49,657 shares worth $2.77M. The stake represents 0.22% of the portfolio and ranks #107 among its holdings.

48 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

Capricorn Fund Managers held 49,657 shares of Forgent Power Solutions worth $2.77M as of Q2 2026.
Forgent Power Solutions was a new Capricorn Fund Managers position in Q2 2026.
Forgent Power Solutions made up 0.22% of Capricorn Fund Managers's portfolio in Q2 2026, its #107 holding.
48 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Capricorn Fund Managers's 13F filing for Q2 2026, filed 24 Jul 2026.