Hood River Capital Management’s WaterBridge Infrastructure LLC WBI Stock Holding History

Hood River Capital Management’s Portfolio WBI Stock Details WBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.2M	Buy	1,960,405 +1,339,831	+216%	+$39M	0.49%	70
2026 Q1	$16.6M	Buy	620,574 +12,183	+2%	+$290K	0.17%	118
2025 Q4	$12.2M	Buy	608,391 +8,360	+1%	+$194K	0.13%	122
2025 Q3	$15.1M	Buy	+600,031	New	+$14.1M	0.18%	111

Other funds holding WBI

Devon Energy Houston, Texas $1.59B AUM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hood River Capital Management's WBI Position: Q2 2026 in Review

Hood River Capital Management increased its WaterBridge Infrastructure LLC (WBI) stake by 216% in Q2 2026, buying an estimated $39M and bringing the position to 1,960,405 shares worth $67.2M. The position accounts for 0.49% of the portfolio, ranked #70.

Hood River Capital Management first reported a position in WBI in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

Hood River Capital Management held 1,960,405 shares of WaterBridge Infrastructure LLC worth $67.2M as of Q2 2026.
Hood River Capital Management bought 1,339,831 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $39M.
WaterBridge Infrastructure LLC made up 0.49% of Hood River Capital Management's portfolio in Q2 2026, its #70 holding.
Hood River Capital Management first reported a position in WaterBridge Infrastructure LLC in Q3 2025 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

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