Picton Mahoney Asset Management’s Acuity Brands AYI Stock Holding History

Picton Mahoney 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	$1.12K	Sell	4 -3,440	-100%	-$1.05M	﹤0.01%	1134
2025 Q4	$1.24M	Buy	3,444 +3,440	+86,000%	+$1.24M	0.01%	503
2025 Q3	$1K	Hold	4	–	–	﹤0.01%	872
2025 Q2	$1K	Sell	4 -5,444	-100%	-$1.41M	﹤0.01%	746
2025 Q1	$1.44M	Buy	5,448 +3,645	+202%	+$1.1M	0.02%	272
2024 Q4	$526K	Buy	1,803 +428	+31%	+$134K	0.01%	288
2024 Q3	$379K	Buy	1,375 +735	+115%	+$183K	0.01%	266
2024 Q2	$154K	Buy	+640	New	+$164K	0.01%	322
2015 Q4	–	Sell	-4,600	Closed	-$998K	–	306
2015 Q3	$808K	Buy	+4,600	New	+$894K	0.05%	175

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

Picton Mahoney Asset Management's AYI Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its Acuity Brands (AYI) stake by 100% in Q1 2026, selling an estimated $1.05M and leaving 4 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Picton Mahoney Asset Management first reported a position in AYI in Q3 2015 and has held it in 9 quarters since. The position peaked at $1.44M in Q1 2025. 582 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Picton Mahoney Asset Management held 4 shares of Acuity Brands worth $1.12K as of Q1 2026.
Picton Mahoney Asset Management sold 3,440 Acuity Brands shares in Q1 2026, an estimated $1.05M.
Acuity Brands made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #1134 holding.
Picton Mahoney Asset Management first reported a position in Acuity Brands in Q3 2015 and has held it in 9 quarters since.
Picton Mahoney Asset Management's Acuity Brands position peaked at $1.44M in Q1 2025.
582 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.