Kanawha Capital Management’s Acuity Brands AYI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $301K | Sell |
1,075
-50
| -4% | -$15.2K | 0.02% | 191 |
|
|
2025
Q4 | $405K | Sell |
1,125
-50
| -4% | -$18.1K | 0.03% | 167 |
|
|
2025
Q3 | $405K | Hold |
1,175
| – | – | 0.03% | 166 |
|
|
2025
Q2 | $351K | Sell |
1,175
-100
| -8% | -$25.9K | 0.03% | 174 |
|
|
2025
Q1 | $336K | Hold |
1,275
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $372K | Sell |
1,275
-25
| -2% | -$7.8K | 0.03% | 168 |
|
|
2024
Q3 | $358K | Hold |
1,300
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $314K | Hold |
1,300
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $349K | Sell |
1,300
-100
| -7% | -$24.2K | 0.03% | 184 |
|
|
2023
Q4 | $287K | Hold |
1,400
| – | – | 0.03% | 179 |
|
|
2023
Q3 | $238K | Sell |
1,400
-100
| -7% | -$16.3K | 0.02% | 192 |
|
|
2023
Q2 | $245K | Sell |
1,500
-100
| -6% | -$16K | 0.02% | 194 |
|
|
2023
Q1 | $292K | Hold |
1,600
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $265K | Hold |
1,600
| – | – | 0.03% | 193 |
|
|
2022
Q3 | $252K | Hold |
1,600
| – | – | 0.03% | 179 |
|
|
2022
Q2 | $246K | Sell |
1,600
-200
| -11% | -$33.9K | 0.02% | 183 |
|
|
2022
Q1 | $341K | Sell |
1,800
-100
| -5% | -$19.2K | 0.03% | 169 |
|
|
2021
Q4 | $402K | Hold |
1,900
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $329K | Hold |
1,900
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $355K | Sell |
1,900
-100
| -5% | -$18.2K | 0.03% | 169 |
|
|
2021
Q1 | $330K | Sell |
2,000
-200
| -9% | -$25.5K | 0.03% | 166 |
|
|
2020
Q4 | $266K | Hold |
2,200
| – | – | 0.03% | 181 |
|
|
2020
Q3 | $225K | Sell |
2,200
-100
| -4% | -$10.3K | 0.03% | 181 |
|
|
2020
Q2 | $220K | Buy |
+2,300
| New | +$202K | 0.03% | 180 |
|
|
2020
Q1 | – | Sell |
-2,677
| Closed | -$369K | – | 178 |
|
|
2019
Q4 | $369K | Hold |
2,677
| – | – | 0.04% | 154 |
|
|
2019
Q3 | $361K | Sell |
2,677
-625
| -19% | -$81.4K | 0.05% | 150 |
|
|
2019
Q2 | $455K | Sell |
3,302
-500
| -13% | -$68.8K | 0.06% | 135 |
|
|
2019
Q1 | $456K | Sell |
3,802
-900
| -19% | -$112K | 0.06% | 125 |
|
|
2018
Q4 | $540K | Sell |
4,702
-100
| -2% | -$12.3K | 0.08% | 113 |
|
|
2018
Q3 | $755K | Sell |
4,802
-200
| -4% | -$28.7K | 0.11% | 100 |
|
|
2018
Q2 | $580K | Sell |
5,002
-350
| -7% | -$42.6K | 0.09% | 104 |
|
|
2018
Q1 | $745K | Buy |
+5,352
| New | +$823K | 0.11% | 100 |
|
Other funds holding AYI
VPM
VCM
Kanawha Capital Management's AYI Position: Q1 2026 in Review
Kanawha Capital Management reduced its Acuity Brands (AYI) stake by 4.4% in Q1 2026, selling an estimated $15.2K and leaving 1,075 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #191.
Kanawha Capital Management first reported a position in AYI in Q1 2018 and has held it in 32 quarters since. The position peaked at $755K in Q3 2018. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.
- Kanawha Capital Management held 1,075 shares of Acuity Brands worth $301K as of Q1 2026.
- Kanawha Capital Management sold 50 Acuity Brands shares in Q1 2026, an estimated $15.2K.
- Acuity Brands made up 0.02% of Kanawha Capital Management's portfolio in Q1 2026, its #191 holding.
- Kanawha Capital Management first reported a position in Acuity Brands in Q1 2018 and has held it in 32 quarters since.
- Kanawha Capital Management's Acuity Brands position peaked at $755K in Q3 2018.
- 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.
Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.