VCM
MWH

Vennlight Capital Management’s SOLV Energy Inc MWH Stock Holding History

Vennlight Capital Management’s Portfolio MWH Stock Details MWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Sell
70,342
-202,476
-74% -$7.34M 1.61% 26
2026
Q1 		$8.19M Buy
+272,818
New +$8.09M 8.28% 5

Other funds holding MWH

AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Vennlight Capital Management's MWH Position: Q2 2026 in Review

Vennlight Capital Management reduced its SOLV Energy Inc (MWH) stake by 74% in Q2 2026, selling an estimated $7.34M and leaving 70,342 shares worth $2.4M. The position accounts for 1.61% of the portfolio, ranked #26.

Vennlight Capital Management first reported a position in MWH in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.19M in Q1 2026. 178 funds tracked by Wall St. Rank hold MWH as of Q2 2026.

  • Vennlight Capital Management held 70,342 shares of SOLV Energy Inc worth $2.4M as of Q2 2026.
  • Vennlight Capital Management sold 202,476 SOLV Energy Inc shares in Q2 2026, an estimated $7.34M.
  • SOLV Energy Inc made up 1.61% of Vennlight Capital Management's portfolio in Q2 2026, its #26 holding.
  • Vennlight Capital Management first reported a position in SOLV Energy Inc in Q1 2026 and has held it in 2 quarters since.
  • Vennlight Capital Management's SOLV Energy Inc position peaked at $8.19M in Q1 2026.
  • 178 funds tracked by Wall St. Rank held SOLV Energy Inc as of Q2 2026.

Based on Vennlight Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.