Varenne Capital Partners’s Wabtec WAB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$58M Buy
277,078
+78,394
+39% +$16.4M 10.06% 2
2025
Q1
$36M Sell
198,684
-88,116
-31% -$16M 12.94% 3
2024
Q4
$54.4M Sell
286,800
-152,622
-35% -$28.9M 16.05% 1
2024
Q3
$79.9M Buy
439,422
+433,051
+6,797% +$78.7M 15.3% 2
2024
Q2
$1.01M Buy
+6,371
New +$1.01M 0.25% 13