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 Q3	$1.07M	Buy	+3,456	New	+$1.15M	0.51%	67
2026 Q2	–	Sell	-1,153	Closed	-$323K	–	271
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

LECAP Asset Management's AYI Position: Q3 2026 in Review

LECAP Asset Management opened a new position in Acuity Brands (AYI) in Q3 2026: 3,456 shares worth $1.07M. The stake represents 0.51% of the portfolio and ranks #67 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in AYI as recently as Q1 2026.

LECAP Asset Management first reported a position in AYI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 298 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

LECAP Asset Management held 3,456 shares of Acuity Brands worth $1.07M as of Q3 2026.
Acuity Brands was a new LECAP Asset Management position in Q3 2026.
Acuity Brands made up 0.51% of LECAP Asset Management's portfolio in Q3 2026, its #67 holding.
LECAP Asset Management first reported a position in Acuity Brands in Q4 2023 and has held it in 7 quarters since.
LECAP Asset Management's Acuity Brands position peaked at $1.2M in Q4 2025.
298 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.