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Tom Gayner’s Acuity Brands AYI Stock Holding History

Tom Gayner’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
Q2 		$3.67M Hold
9,750
– – 0.03% 122
2026
Q1 		$2.73M Hold
9,750
– – 0.02% 125
2025
Q4 		$3.51M Hold
9,750
– – 0.03% 121
2025
Q3 		$3.36M Hold
9,750
– – 0.03% 121
2025
Q2 		$2.91M Hold
9,750
– – 0.02% 124
2025
Q1 		$2.57M Buy
9,750
+6,750
+225% +$2.04M 0.02% 122
2024
Q4 		$876K Buy
+3,000
New +$937K 0.01% 128

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Tom Gayner's AYI Position: Q2 2026 in Review

Tom Gayner held its Acuity Brands (AYI) position steady in Q2 2026 at 9,750 shares worth $3.67M. The position accounts for 0.03% of the portfolio, ranked #122.

Tom Gayner first reported a position in AYI in Q4 2024 and has held it in 7 quarters since. 633 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Tom Gayner held 9,750 shares of Acuity Brands worth $3.67M as of Q2 2026.
  • Tom Gayner left its Acuity Brands share count unchanged in Q2 2026.
  • Acuity Brands made up 0.03% of Tom Gayner's portfolio in Q2 2026, its #122 holding.
  • Tom Gayner first reported a position in Acuity Brands in Q4 2024 and has held it in 7 quarters since.
  • 633 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.