Free · no sign-up · Q2 2026

Which funds own CECO

Ceco Environmental Corp in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $37m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $37m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
First Eagle Investment Management LLC Value · $60.8bn book	$25m	0.0%	274,322	+$10m+31,811	Added
Polen Capital Management LLC Long-only · $11.6bn book	$13m	0.1%	137,977	+$4.0m-5,254	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Farallon Capital Management LLC · Long/short equity$14m held before

Ownership through time

At least 6 of the 95 managers whose filings are on file listed CECO in Q2 2026, against 1 in Q2 2019. The same number as in Q1 2026: 1 listed it again; 1 sold out, by its own filing.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Capital World Investors1,055,080 to 1,157,200 shares+$9.3m
Two Sigma Investments LP959,698 to 1,013,412 shares+$4.9m
Janus Henderson Group Ltd907,782 to 949,904 shares+$3.8m
First Eagle Investment Management LLC242,511 to 274,322 shares+$2.9m

Largest decreases, by shares

Polen Capital Management LLC143,231 to 137,977 shares-$477k

Left it

Farallon Capital Management LLCwas $14m

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q4 2025	$105m	$105m
Two Sigma Investments LP	Q1 2026	$92m	$92m
Janus Henderson Group Ltd	Q3 2025	$86m	$86m
First Eagle Investment Management LLC	Q3 2023	$25m	$25m
Walleye Capital LLC	Q2 2026	$15m	$15m
Polen Capital Management LLC	Q2 2025	$13m	$13m
Two Sigma Advisers LP	Q4 2025	$15m	last listed Q4 2025
Farallon Capital Management LLC	Q1 2026	$14m	last listed Q1 2026
Acadian Asset Management LLC	Q1 2023	$4.9m	last listed Q1 2023
Caxton Associates LLP	Q2 2019	$215k	last listed Q3 2022

What CECO is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CECO →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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