LECAP Asset Management’s Acuity Brands AYI Stock Holding History

LECAP Asset Management’s Portfolio AYI Stock Details AYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$323K	Sell	1,153 -2,189	-65%	-$665K	0.12%	235
2025 Q4	$1.2M	Buy	3,342 +2,020	+153%	+$730K	0.48%	75
2025 Q3	$455K	Buy	+1,322	New	+$422K	0.16%	218
2024 Q3	–	Sell	-2,518	Closed	-$608K	–	305
2024 Q2	$608K	Sell	2,518 -1,262	-33%	-$323K	0.13%	246
2024 Q1	$1.02M	Sell	3,780 -38	-1%	-$9.2K	0.21%	174
2023 Q4	$782K	Buy	+3,818	New	+$690K	0.28%	138

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LECAP Asset Management's AYI Position: Q1 2026 in Review

LECAP Asset Management reduced its Acuity Brands (AYI) stake by 65% in Q1 2026, selling an estimated $665K and leaving 1,153 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #235.

LECAP Asset Management first reported a position in AYI in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

LECAP Asset Management held 1,153 shares of Acuity Brands worth $323K as of Q1 2026.
LECAP Asset Management sold 2,189 Acuity Brands shares in Q1 2026, an estimated $665K.
Acuity Brands made up 0.12% of LECAP Asset Management's portfolio in Q1 2026, its #235 holding.
LECAP Asset Management first reported a position in Acuity Brands in Q4 2023 and has held it in 6 quarters since.
LECAP Asset Management's Acuity Brands position peaked at $1.2M in Q4 2025.
581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.