Free · no sign-up · Q2 2026

Which funds own GFF

Griffon Corp in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $65m 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: $65m; as reported
Opened: 1; new this quarter
Added to: 0; 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
GAMCO Investors Inc Activist · $11.1bn book	$49m	0.4%	500,440	+$12m-5,608	Trimmed
First Eagle Investment Management LLC Value · $60.8bn book	$17m	0.0%	170,157	opened170,157	New

Sold out of this quarter

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

Man Group PLC · Quantitative$11m held before

Ownership through time

At least 5 of the 95 managers whose filings are on file listed GFF in Q2 2026, against 1 in Q2 2013. 2 managers more than in Q1 2026: 2 started positions.

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

Largest increases, by shares

First Eagle Investment Management LLCnew: 170,157 shares+$17m
Caxton Associates LLPnew: 18,257 shares+$1.8m

Largest decreases, by shares

Point72 Asset Management LP582,696 to 473,416 shares-$11m
Renaissance Technologies LLC547,351 to 508,751 shares-$3.8m
GAMCO Investors Inc506,048 to 500,440 shares-$547k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Renaissance Technologies LLC	Q4 2023	$50m	$50m
GAMCO Investors Inc	Q2 2013	$142m	$49m
Point72 Asset Management LP	Q2 2023	$49m	$46m
First Eagle Investment Management LLC	Q2 2021	$17m	$17m
Caxton Associates LLP	Q4 2019	$2.4m	$1.8m
Arrowstreet Capital LP	Q1 2024	$28m	last listed Q2 2024
Two Sigma Advisers LP	Q2 2023	$22m	last listed Q4 2024
Two Sigma Investments LP	Q1 2023	$19m	last listed Q4 2023
Man Group PLC	Q1 2024	$19m	last listed Q2 2024
Verition Fund Management LLC	Q4 2024	$11m	last listed Q4 2024
Marshall Wace LLP	Q3 2020	$6.5m	last listed Q3 2020
Winton Group Ltd	Q2 2023	$4.8m	last listed Q4 2024
ExodusPoint Capital Management LP	Q2 2024	$4.4m	last listed Q2 2024
Tudor Investment Corp	Q1 2023	$4.0m	last listed Q1 2023
PDT Partners LLC	Q2 2017	$1.9m	last listed Q2 2022

What GFF 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 GFF →

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

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

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