Varenne Capital Partners’s Wabtec WAB Stock Holding History

Varenne Capital Partners’s Portfolio WAB Stock Details WAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.52M	Buy	20,473 +1,259	+7%	+$333K	0.91%	21
2026 Q1	$4.82M	Sell	19,214 -244,458	-93%	-$59.1M	1.17%	17
2025 Q4	$56.3M	Buy	263,672 +1,430	+0.5%	+$294K	10.81%	3
2025 Q3	$52.6M	Sell	262,242 -14,836	-5%	-$2.93M	9.98%	4
2025 Q2	$58M	Buy	277,078 +78,394	+39%	+$15.1M	10.06%	3
2025 Q1	$36M	Sell	198,684 -88,116	-31%	-$16.9M	12.94%	3
2024 Q4	$54.4M	Sell	286,800 -152,622	-35%	-$29.5M	16.05%	1
2024 Q3	$79.9M	Buy	439,422 +433,051	+6,797%	+$71M	15.3%	2
2024 Q2	$1.01M	Buy	+6,371	New	+$1.02M	0.25%	15

Other funds holding WAB

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Varenne Capital Partners's WAB Position: Q2 2026 in Review

Varenne Capital Partners increased its Wabtec (WAB) stake by 6.6% in Q2 2026, buying an estimated $333K and bringing the position to 20,473 shares worth $5.52M. The position accounts for 0.91% of the portfolio, ranked #21.

Varenne Capital Partners first reported a position in WAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $79.9M in Q3 2024. 1,186 funds tracked by Wall St. Rank hold WAB as of Q2 2026.

Varenne Capital Partners held 20,473 shares of Wabtec worth $5.52M as of Q2 2026.
Varenne Capital Partners bought 1,259 Wabtec shares in Q2 2026, an estimated $333K.
Wabtec made up 0.91% of Varenne Capital Partners's portfolio in Q2 2026, its #21 holding.
Varenne Capital Partners first reported a position in Wabtec in Q2 2024 and has held it in 9 quarters since.
Varenne Capital Partners's Wabtec position peaked at $79.9M in Q3 2024.
1,186 funds tracked by Wall St. Rank held Wabtec as of Q2 2026.

Based on Varenne Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.