Katamaran Capital’s Forgent Power Solutions FPS Stock Holding History

Katamaran Capital’s Portfolio FPS Stock Details FPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$786K	Buy	+20,981	New	+$773K	0.78%	31

Other funds holding FPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

CloudAlpha Capital Management Hong Kong $4.52B AUM 312.51% 1-Year Est. Return

Katamaran Capital's FPS Position: Q3 2026 in Review

Katamaran Capital opened a new position in Forgent Power Solutions (FPS) in Q3 2026: 20,981 shares worth $786K. The stake represents 0.78% of the portfolio and ranks #31 among its holdings.

171 funds tracked by Wall St. Rank hold FPS as of Q3 2026.

Katamaran Capital held 20,981 shares of Forgent Power Solutions worth $786K as of Q3 2026.
Forgent Power Solutions was a new Katamaran Capital position in Q3 2026.
Forgent Power Solutions made up 0.78% of Katamaran Capital's portfolio in Q3 2026, its #31 holding.
171 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q3 2026.

Based on Katamaran Capital's 13F filing for Q3 2026, filed 27 Oct 2026.