Telemark Asset Management’s BrightView Holdings BV Stock Holding History

Telemark Asset Management’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10M	Buy	850,000 +200,000	+31%	+$2.59M	0.93%	39
2025 Q4	$8.24M	Sell	650,000 -500,000	-43%	-$6.35M	0.82%	42
2025 Q3	$15.4M	Hold	1,150,000	–	–	1.46%	25
2025 Q2	$19.1M	Buy	1,150,000 +250,000	+28%	+$3.74M	1.74%	20
2025 Q1	$11.6M	Buy	900,000 +50,000	+6%	+$716K	1.51%	23
2024 Q4	$13.6M	Buy	850,000 +50,000	+6%	+$833K	1.36%	27
2024 Q3	$12.6M	Buy	800,000 +100,000	+14%	+$1.45M	1.27%	29
2024 Q2	$9.31M	Buy	700,000 +680,000	+3,400%	+$8.66M	0.81%	44
2024 Q1	$238K	Buy	+20,000	New	+$182K	0.02%	63

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Telemark Asset Management's BV Position: Q1 2026 in Review

Telemark Asset Management increased its BrightView Holdings (BV) stake by 31% in Q1 2026, buying an estimated $2.59M and bringing the position to 850,000 shares worth $10M. The position accounts for 0.93% of the portfolio, ranked #39.

Telemark Asset Management first reported a position in BV in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.1M in Q2 2025. 188 funds tracked by Wall St. Rank hold BV as of Q1 2026.

Telemark Asset Management held 850,000 shares of BrightView Holdings worth $10M as of Q1 2026.
Telemark Asset Management bought 200,000 BrightView Holdings shares in Q1 2026, an estimated $2.59M.
BrightView Holdings made up 0.93% of Telemark Asset Management's portfolio in Q1 2026, its #39 holding.
Telemark Asset Management first reported a position in BrightView Holdings in Q1 2024 and has held it in 9 quarters since.
Telemark Asset Management's BrightView Holdings position peaked at $19.1M in Q2 2025.
188 funds tracked by Wall St. Rank held BrightView Holdings as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.