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Which funds own DCI

Donaldson Co Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $28m 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: $28m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 1; 0 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
GAMCO Investors Inc Activist · $11.1bn book	$25m	0.2%	274,351	+$1.3m0	Held
PDT Partners LLC Quantitative · $1.9bn book	$3.3m	0.2%	36,552	-$300k-5,400	Trimmed

Ownership through time

At least 10 of the 95 managers whose filings are on file listed DCI in Q2 2026, against 5 in Q2 2013. 3 managers more than in Q1 2026: 4 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

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

MFS Investment Management662,358 to 1,635,889 shares+$89m
Janus Henderson Group Ltd449,931 to 456,677 shares+$606k

Largest decreases, by shares

Acadian Asset Management LLC460,669 to 243,274 shares-$20m
PDT Partners LLC41,952 to 36,552 shares-$485k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
MFS Investment Management	Q1 2026	$150m	$150m
Point72 Asset Management LP	Q2 2026	$52m	$52m
Janus Henderson Group Ltd	Q4 2014	$250m	$41m
GAMCO Investors Inc	Q2 2013	$91m	$25m
Acadian Asset Management LLC	Q2 2021	$39m	$22m
Schonfeld Strategic Advisors LLC	Q1 2018	$8.1m	$8.1m
Holocene Advisors LP	Q4 2017	$7.1m	$7.1m
Freestone Grove Partners LP	Q2 2025	$4.7m	$4.7m
PDT Partners LLC	Q3 2014	$3.7m	$3.3m
First Eagle Investment Management LLC	Q2 2022	$797k	$287k
Neuberger Berman Group LLC	Q2 2013	$177m	last listed Q2 2017
Artisan Partners LP	Q2 2016	$80m	last listed Q1 2020
AQR Capital Management LLC	Q2 2021	$78m	last listed Q1 2025
Two Sigma Investments LP	Q2 2013	$66m	last listed Q1 2026
Arrowstreet Capital LP	Q2 2017	$60m	last listed Q4 2025
Two Sigma Advisers LP	Q2 2013	$48m	last listed Q4 2025
Millennium Management LLC	Q4 2016	$39m	last listed Q1 2020
Voloridge Investment Management LLC	Q4 2016	$33m	last listed Q4 2025
Balyasny Asset Management LLC	Q4 2013	$33m	last listed Q1 2023
Renaissance Technologies LLC	Q3 2013	$26m	last listed Q4 2013

What DCI 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 DCI →

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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