Divisadero Street Capital Management’s Ceco Environmental CECO Stock Holding History

Divisadero Street Capital Management’s Portfolio CECO Stock Details CECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121M	Buy	1,329,817 +1,142,217	+609%	+$90.3M	2.73%	10
2026 Q1	$11.2M	Buy	+187,600	New	+$12.1M	0.47%	46
2025 Q4	–	Sell	-150,000	Closed	-$7.68M	–	110
2025 Q3	$7.68M	Buy	+150,000	New	+$6.35M	0.34%	59

Other funds holding CECO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Divisadero Street Capital Management's CECO Position: Q2 2026 in Review

Divisadero Street Capital Management increased its Ceco Environmental (CECO) stake by 609% in Q2 2026, buying an estimated $90.3M and bringing the position to 1,329,817 shares worth $121M. The position accounts for 2.73% of the portfolio, ranked #10.

Divisadero Street Capital Management first reported a position in CECO in Q3 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold CECO as of Q2 2026.

Divisadero Street Capital Management held 1,329,817 shares of Ceco Environmental worth $121M as of Q2 2026.
Divisadero Street Capital Management bought 1,142,217 Ceco Environmental shares in Q2 2026, an estimated $90.3M.
Ceco Environmental made up 2.73% of Divisadero Street Capital Management's portfolio in Q2 2026, its #10 holding.
Divisadero Street Capital Management first reported a position in Ceco Environmental in Q3 2025 and has held it in 3 quarters since.
343 funds tracked by Wall St. Rank held Ceco Environmental as of Q2 2026.

Based on Divisadero Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.