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Palestra Capital Management’s Acuity Brands AYI Stock Holding History

Palestra Capital 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 		– Sell
-370,529
Closed -$133M – 24
2025
Q4 		$133M Buy
370,529
+104,728
+39% +$37.9M 4.72% 9
2025
Q3 		$91.5M Buy
+265,801
New +$84.7M 2.95% 21

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Palestra Capital Management's AYI Position: Q1 2026 in Review

Palestra Capital Management sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 370,529 shares — an estimated $133M sold.

Palestra Capital Management first reported a position in AYI in Q3 2025 and held it in 2 quarters. The position peaked at $133M in Q4 2025. 584 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Palestra Capital Management reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Palestra Capital Management sold 370,529 Acuity Brands shares in Q1 2026, an estimated $133M.
  • Palestra Capital Management first reported a position in Acuity Brands in Q3 2025 and held it in 2 quarters.
  • Palestra Capital Management's Acuity Brands position peaked at $133M in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.