Jim Simons
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Jim Simons’s Zurn Elkay Water Solutions ZWS Stock Holding History

Jim Simons’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3M Buy
384,793
+204,100
+113% +$9.75M 0.03% 715
2025
Q4 		$8.4M Buy
+180,693
New +$8.48M 0.01% 1010
2025
Q3 		– Sell
-192,493
Closed -$7.04M – 4011
2025
Q2 		$7.04M Buy
192,493
+2,900
+2% +$99.8K 0.01% 1302
2025
Q1 		$6.25M Buy
189,593
+131,500
+226% +$4.74M 0.01% 1289
2024
Q4 		$2.17M Sell
58,093
-305,900
-84% -$11.7M ﹤0.01% 2000
2024
Q3 		$13.1M Buy
363,993
+144,300
+66% +$4.56M 0.02% 909
2024
Q2 		$6.46M Buy
219,693
+194,600
+776% +$6.13M 0.01% 1150
2024
Q1 		$840K Sell
25,093
-94,010
-79% -$2.89M ﹤0.01% 2586
2023
Q4 		$3.5M Sell
119,103
-169,590
-59% -$4.8M 0.01% 1574
2023
Q3 		$8.09M Sell
288,693
-143,930
-33% -$4.11M 0.01% 1037
2023
Q2 		$11.6M Sell
432,623
-1,055,170
-71% -$24M 0.02% 946
2023
Q1 		$31.8M Buy
1,487,793
+1,048,600
+239% +$23.1M 0.04% 500
2022
Q4 		$9.29M Buy
+439,193
New +$10.4M 0.01% 1124
2022
Q3 		– Sell
-546,193
Closed -$14.9M – 4478
2022
Q2 		$14.9M Buy
546,193
+342,100
+168% +$10.4M 0.02% 892
2022
Q1 		$7.22M Buy
204,093
+72,200
+55% +$2.4M 0.01% 1347
2021
Q4 		$4.8M Buy
+131,893
New +$4.75M 0.01% 1564
2021
Q1 		– Sell
-188,901
Closed -$3.59M – 3776
2020
Q4 		$3.59M Sell
188,901
-886,868
-82% -$15.2M ﹤0.01% 1795
2020
Q3 		$15.5M Buy
1,075,769
+346,070
+47% +$4.94M 0.02% 872
2020
Q2 		$10.2M Buy
729,699
+644,390
+755% +$8.45M 0.01% 1209
2020
Q1 		$932K Sell
85,309
-588,961
-87% -$8.59M ﹤0.01% 2459
2019
Q4 		$10.6M Sell
674,270
-50,032
-7% -$720K 0.01% 1409
2019
Q3 		$9.44M Buy
724,302
+411,671
+132% +$5.51M 0.01% 1424
2019
Q2 		$4.55M Buy
312,631
+172,100
+122% +$2.32M ﹤0.01% 1865
2019
Q1 		$1.7M Buy
140,531
+70,584
+101% +$878K ﹤0.01% 2395
2018
Q4 		$773K Sell
69,947
-817,944
-92% -$10.6M ﹤0.01% 2697
2018
Q3 		$13.2M Buy
+887,891
New +$12.7M 0.01% 1178
2018
Q1 		– Sell
-845,748
Closed -$10.6M – 3619
2017
Q4 		$10.6M Sell
845,748
-606,192
-42% -$7.31M 0.01% 1345
2017
Q3 		$17.8M Buy
+1,451,940
New +$16.8M 0.02% 974
2016
Q4 		– Sell
-788,035
Closed -$8.13M – 3492
2016
Q3 		$8.13M Buy
788,035
+454,214
+136% +$4.6M 0.01% 1285
2016
Q2 		$3.16M Buy
333,821
+272,371
+443% +$2.74M 0.01% 1918
2016
Q1 		$599K Buy
61,450
+30,117
+96% +$256K ﹤0.01% 2791
2015
Q4 		$273K Sell
31,333
-889,981
-97% -$8.04M ﹤0.01% 2917
2015
Q3 		$7.54M Sell
921,314
-42,351
-4% -$422K 0.02% 1107
2015
Q2 		$11.1M Buy
963,665
+736,358
+324% +$9.25M 0.03% 885
2015
Q1 		$2.92M Buy
+227,307
New +$2.91M 0.01% 1707
2014
Q4 		– Sell
-369,721
Closed -$5.07M – 3150
2014
Q3 		$5.07M Sell
369,721
-533,117
-59% -$7.33M 0.01% 1157
2014
Q2 		$12.2M Buy
+902,838
New +$12M 0.03% 727
2013
Q4 		– Sell
-296,038
Closed -$2.97M – 3052
2013
Q3 		$2.97M Sell
296,038
-187,462
-39% -$1.73M 0.01% 1455
2013
Q2 		$3.92M Buy
+483,500
New +$4.27M 0.01% 1229

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jim Simons's ZWS Position: Q1 2026 in Review

Jim Simons increased its Zurn Elkay Water Solutions (ZWS) stake by 113% in Q1 2026, buying an estimated $9.75M and bringing the position to 384,793 shares worth $17.3M. The position accounts for 0.03% of the portfolio, ranked #715.

Jim Simons first reported a position in ZWS in Q2 2013 and has held it in 39 quarters since. The position peaked at $31.8M in Q1 2023. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Jim Simons held 384,793 shares of Zurn Elkay Water Solutions worth $17.3M as of Q1 2026.
  • Jim Simons bought 204,100 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $9.75M.
  • Zurn Elkay Water Solutions made up 0.03% of Jim Simons's portfolio in Q1 2026, its #715 holding.
  • Jim Simons first reported a position in Zurn Elkay Water Solutions in Q2 2013 and has held it in 39 quarters since.
  • Jim Simons's Zurn Elkay Water Solutions position peaked at $31.8M in Q1 2023.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.