Free · no sign-up · Q2 2026

Which funds own LECO

Lincoln Elec HLDGS Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $121m 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: 3; at least, of 91 current
Combined value: $121m; as reported
Opened: 0; new this quarter
Added to: 1; 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
Freestone Grove Partners LP Multi-strategy · $15.6bn book	$96m	0.6%	360,549	+$77m+285,741	Added
GAMCO Investors Inc Activist · $11.1bn book	$24m	0.2%	89,500	+$1.5m0	Held
ARK Investment Management LLC Long-only · $15.4bn book	$1.1m	0.0%	4,193	unchanged-417	Trimmed

Ownership through time

At least 11 of the 95 managers whose filings are on file listed LECO in Q2 2026, against 5 in Q2 2013. The same number as in Q1 2026: 3 listed it again; 3 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

Freestone Grove Partners LP74,808 to 360,549 shares+$76m
Woodline Partners LP82,305 to 88,401 shares+$1.6m
MFS Investment Management256,120 to 259,457 shares+$886k

Largest decreases, by shares

AQR Capital Management LLC1,135,450 to 922,170 shares-$57m
Voloridge Investment Management LLC53,310 to 44,089 shares-$2.4m
Janus Henderson Group Ltd190,355 to 187,861 shares-$662k
ARK Investment Management LLC4,610 to 4,193 shares-$111k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
AQR Capital Management LLC	Q1 2015	$279m	$244m
Freestone Grove Partners LP	Q4 2025	$96m	$96m
MFS Investment Management	Q1 2026	$69m	$69m
Janus Henderson Group Ltd	Q2 2017	$138m	$50m
GAMCO Investors Inc	Q2 2013	$24m	$24m
Woodline Partners LP	Q2 2022	$30m	$23m
Walleye Capital LLC	Q3 2023	$38m	$15m
Voloridge Investment Management LLC	Q4 2017	$49m	$12m
ExodusPoint Capital Management LP	Q1 2019	$7.2m	$5.0m
Quantbot Technologies LP	Q4 2014	$3.7m	$3.5m
ARK Investment Management LLC	Q3 2019	$5.4m	$1.1m
Baillie Gifford & Co	Q2 2013	$440m	last listed Q1 2023
Wellington Management Group LLP	Q2 2018	$277m	last listed Q3 2023
Invesco Ltd	Q3 2023	$255m	last listed Q2 2024
AllianceBernstein LP	Q2 2013	$164m	last listed Q1 2019
Neuberger Berman Group LLC	Q2 2013	$117m	last listed Q1 2016
Citadel Advisors LLC	Q4 2017	$115m	last listed Q1 2018
Balyasny Asset Management LLC	Q2 2013	$63m	last listed Q4 2024
Acadian Asset Management LLC	Q4 2020	$62m	last listed Q2 2024
Arrowstreet Capital LP	Q3 2020	$53m	last listed Q3 2021
Point72 Asset Management LP	Q3 2014	$45m	last listed Q1 2026

What LECO 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 LECO →

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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