Polymer Capital Management’s Acuity Brands AYI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$861K Buy
+3,071
New +$933K 0.09% 247
2025
Q4
Sell
-1,020
Closed -$351K 770
2025
Q3
$351K Buy
+1,020
New +$325K 0.04% 552

Other funds holding AYI

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

Polymer Capital Management opened a new position in Acuity Brands (AYI) in Q1 2026: 3,071 shares worth $861K. The stake represents 0.09% of the portfolio and ranks #247 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in AYI as recently as Q3 2025.

Polymer Capital Management first reported a position in AYI in Q3 2025 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Polymer Capital Management held 3,071 shares of Acuity Brands worth $861K as of Q1 2026.
  • Acuity Brands was a new Polymer Capital Management position in Q1 2026.
  • Acuity Brands made up 0.09% of Polymer Capital Management's portfolio in Q1 2026, its #247 holding.
  • Polymer Capital Management first reported a position in Acuity Brands in Q3 2025 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.