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Free · no sign-up · Q2 2026

Which funds own ZGN

Ermenegildo Zegna N V in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $33m 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
$33m
as reported
Opened
1
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.

ManagerValueWeightSharesChange on the quarterAction
Harris Associates LP
Value · $75.4bn book
$32m0.0%2,435,700+$1.4m-476,100Trimmed
Polen Capital Management LLC
Long-only · $11.6bn book
$1.4m0.0%111,273opened111,273New

Ownership through time

At least 5 of the 95 managers whose filings are on file listed ZGN in Q2 2026, against 1 in Q3 2022. 1 manager more than in Q1 2026: 1 started a position; 1 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
035Q3 2022: 1Q4 2022: 1Q1 2023: 223Q2 2023: 4Q3 2023: 3Q4 2023: 3Q1 2024: 424Q2 2024: 4Q3 2024: 4Q4 2024: 3Q1 2025: 325Q2 2025: 3Q3 2025: 4Q4 2025: 5Q1 2026: 426Q2 2026: 5
  • Q3 2022: 1
  • Q4 2022: 1
  • Q1 2023: 2
  • Q2 2023: 4
  • Q3 2023: 3
  • Q4 2023: 3
  • Q1 2024: 4
  • Q2 2024: 4
  • Q3 2024: 4
  • Q4 2024: 3
  • Q1 2025: 3
  • Q2 2025: 3
  • Q3 2025: 4
  • Q4 2025: 5
  • Q1 2026: 4
  • Q2 2026: 5
Their combined reported value
$0$187m$375mQ3 2022: $119mQ4 2022: $115mQ1 2023: $167m23Q2 2023: $212mQ3 2023: $288mQ4 2023: $237mQ1 2024: $369m24Q2 2024: $375mQ3 2024: $169mQ4 2024: $83mQ1 2025: $18m25Q2 2025: $19mQ3 2025: $56mQ4 2025: $55mQ1 2026: $51m26Q2 2026: $66m
  • Q3 2022: $119m
  • Q4 2022: $115m
  • Q1 2023: $167m
  • Q2 2023: $212m
  • Q3 2023: $288m
  • Q4 2023: $237m
  • Q1 2024: $369m
  • Q2 2024: $375m
  • Q3 2024: $169m
  • Q4 2024: $83m
  • Q1 2025: $18m
  • Q2 2025: $19m
  • Q3 2025: $56m
  • Q4 2025: $55m
  • Q1 2026: $51m
  • Q2 2026: $66m

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

Largest decreases, by shares

Left it

No manager on file is shown leaving it.

ManagerValue over timeFirst listedLargestQ2 2026
Harris Associates LPQ3 2025$34m$32m
Artisan Partners LPQ2 2023$55m$22m
Walleye Capital LLCQ2 2026$9.6m$9.6m
Polen Capital Management LLCQ4 2025$1.4m$1.4m
PDT Partners LLCQ3 2024$1.8m$1.2m
T. Rowe Price Associates IncQ3 2022$184mlast listed Q2 2024
Capital Research Global InvestorsQ1 2024$101mlast listed Q4 2024
Capital World InvestorsQ2 2023$76mlast listed Q3 2024
Moore Capital Management LPQ1 2023$521klast listed Q1 2026

What ZGN 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 ZGN →

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.

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The holdings, every quarter, and the week between

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