Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.55M Buy
824,227
+291,801
+55% +$1.85M 0.09% 58
2026
Q1
$3.11M Buy
532,426
+423,725
+390% +$3.71M 0.03% 91
2025
Q4
$870K Buy
+108,701
New +$2.12M 0.01% 178

Other funds holding FRMI

Murray Stahl's FRMI Position: Q2 2026 in Review

Murray Stahl increased its Fermi Inc (FRMI) stake by 55% in Q2 2026, buying an estimated $1.85M and bringing the position to 824,227 shares worth $7.55M. The position accounts for 0.09% of the portfolio, ranked #58.

Murray Stahl first reported a position in FRMI in Q4 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold FRMI as of Q2 2026.

  • Murray Stahl held 824,227 shares of Fermi Inc worth $7.55M as of Q2 2026.
  • Murray Stahl bought 291,801 Fermi Inc shares in Q2 2026, an estimated $1.85M.
  • Fermi Inc made up 0.09% of Murray Stahl's portfolio in Q2 2026, its #58 holding.
  • Murray Stahl first reported a position in Fermi Inc in Q4 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Fermi Inc as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.