SCM
MWH

SIR Capital Management’s SOLV Energy Inc MWH Stock Holding History

SIR Capital Management’s Portfolio MWH Stock Details MWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$730K Sell
21,450
-14,150
-40% -$513K 0.08% 78
2026
Q1 		$1.07M Buy
+35,600
New +$1.06M 0.1% 83

Other funds holding MWH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SIR Capital Management's MWH Position: Q2 2026 in Review

SIR Capital Management reduced its SOLV Energy Inc (MWH) stake by 40% in Q2 2026, selling an estimated $513K and leaving 21,450 shares worth $730K. The position accounts for 0.08% of the portfolio, ranked #78.

SIR Capital Management first reported a position in MWH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 158 funds tracked by Wall St. Rank hold MWH as of Q2 2026.

  • SIR Capital Management held 21,450 shares of SOLV Energy Inc worth $730K as of Q2 2026.
  • SIR Capital Management sold 14,150 SOLV Energy Inc shares in Q2 2026, an estimated $513K.
  • SOLV Energy Inc made up 0.08% of SIR Capital Management's portfolio in Q2 2026, its #78 holding.
  • SIR Capital Management first reported a position in SOLV Energy Inc in Q1 2026 and has held it in 2 quarters since.
  • SIR Capital Management's SOLV Energy Inc position peaked at $1.07M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held SOLV Energy Inc as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.