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 Q2	$12M	Hold	850,000	–	–	0.87%	37
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 $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Telemark Asset Management's BV Position: Q2 2026 in Review

Telemark Asset Management held its BrightView Holdings (BV) position steady in Q2 2026 at 850,000 shares worth $12M. The position accounts for 0.87% of the portfolio, ranked #37.

Telemark Asset Management first reported a position in BV in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.1M in Q2 2025. 184 funds tracked by Wall St. Rank hold BV as of Q2 2026.

Telemark Asset Management held 850,000 shares of BrightView Holdings worth $12M as of Q2 2026.
Telemark Asset Management left its BrightView Holdings share count unchanged in Q2 2026.
BrightView Holdings made up 0.87% of Telemark Asset Management's portfolio in Q2 2026, its #37 holding.
Telemark Asset Management first reported a position in BrightView Holdings in Q1 2024 and has held it in 10 quarters since.
Telemark Asset Management's BrightView Holdings position peaked at $19.1M in Q2 2025.
184 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.