Jeff Yass’s H2O America HTO Stock Holding History

Jeff Yass’s Portfolio HTO Stock Details HTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,600	Closed	-$290K	–	13200
2021 Q1	$290K	Buy	+4,600	New	+$300K	﹤0.01%	10676
2020 Q3	–	Sell	-4,600	Closed	-$286K	–	11088
2020 Q2	$286K	Buy	+4,600	New	+$276K	﹤0.01%	8443
2018 Q3	–	Sell	-12,300	Closed	-$815K	–	10137
2018 Q2	$815K	Buy	12,300 +3,300	+37%	+$201K	﹤0.01%	5780
2018 Q1	$474K	Sell	9,000 -3,500	-28%	-$197K	﹤0.01%	6742
2017 Q4	$798K	Buy	12,500 +5,400	+76%	+$342K	﹤0.01%	5696
2017 Q3	$402K	Buy	+7,100	New	+$382K	﹤0.01%	6907
2017 Q2	–	Sell	-5,900	Closed	-$284K	–	9772
2017 Q1	$284K	Buy	+5,900	New	+$291K	﹤0.01%	7423

Other funds holding HTO

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

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jeff Yass's HTO Position: Q2 2026 in Review

Jeff Yass reduced its H2O America (HTO) stake by 65% in Q2 2026, selling an estimated $737K and leaving 6,712 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #10369.

Jeff Yass first reported a position in HTO in Q2 2015 and has held it in 38 quarters since. The position peaked at $4.14M in Q3 2022. 313 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

Jeff Yass held 6,712 shares of H2O America worth $408K as of Q2 2026.
Jeff Yass sold 12,709 H2O America shares in Q2 2026, an estimated $737K.
H2O America made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10369 holding.
Jeff Yass first reported a position in H2O America in Q2 2015 and has held it in 38 quarters since.
Jeff Yass's H2O America position peaked at $4.14M in Q3 2022.
313 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.