Jim Simons
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Jim Simons’s WaterBridge Infrastructure LLC WBI Stock Holding History

Jim Simons’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 		– Sell
-464,900
Closed -$12.5M – 3750
2026
Q1 		$12.5M Buy
464,900
+263,700
+131% +$6.28M 0.02% 856
2025
Q4 		$4.03M Buy
+201,200
New +$4.67M 0.01% 1430

Other funds holding WBI

Devon Energy
Devon Energy Houston, Texas $1.59B AUM
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Hood River Capital Management
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
UBS Group
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Tensile Capital Management
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Jim Simons's WBI Position: Q2 2026 in Review

Jim Simons sold out of WaterBridge Infrastructure LLC (WBI) in Q2 2026, closing a stake of 464,900 shares — an estimated $12.5M sold.

Jim Simons first reported a position in WBI in Q4 2025 and held it in 2 quarters. The position peaked at $12.5M in Q1 2026. 162 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • Jim Simons reported no remaining WaterBridge Infrastructure LLC position as of Q2 2026 after selling out during the quarter.
  • Jim Simons sold 464,900 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $12.5M.
  • Jim Simons first reported a position in WaterBridge Infrastructure LLC in Q4 2025 and held it in 2 quarters.
  • Jim Simons's WaterBridge Infrastructure LLC position peaked at $12.5M in Q1 2026.
  • 162 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.