← Top Holdings

GNRCGENERAC HLDGS INC

CUSIP: 368736104

7

Guru Owners

$470.5M

Total Value Held

1.6M

Total Shares

Who owns GNRC? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$117.6M$235.2M$352.9M$470.5MQ2 '23Q4 '23Q2 '24Q4 '24Q2 '25Q4 '25Q2 '26

Quarter-by-Quarter Activity

Q2 '267 owners · $470.5M
INCREASEDJohn Rogers$292.2M
REDUCEDDavid Katz$31.3M
REDUCEDMairs & Power$27.3M
INCREASEDFirst Eagle$2.9M
NEWRay Dalio$1.7M
REDUCEDLee Ainslie$656K
SOLDTom Russo
Q1 '267 owners · $373.3M
REDUCEDJohn Rogers$252.9M
INCREASEDPhilippe Laffont$76.3M
REDUCEDDavid Katz$22.0M
INCREASEDMairs & Power$19.5M
NEWLee Ainslie$1.3M
Q4 '256 owners · $275.7M
REDUCEDJohn Rogers$194.2M
NEWPhilippe Laffont$50.3M
REDUCEDDavid Katz$15.4M
REDUCEDMairs & Power$14.8M
REDUCEDFirst Eagle$614K
Q3 '255 owners · $277.6M
REDUCEDJohn Rogers$245.6M
REDUCEDMairs & Power$19.5M
INCREASEDDavid Katz$11.2M
REDUCEDFirst Eagle$876K
REDUCEDTom Russo$377K
SOLDPhilippe Laffont
SOLDPolen Capital
Q2 '257 owners · $320.1M
INCREASEDJohn Rogers$258.4M
INCREASEDPhilippe Laffont$31.0M
REDUCEDMairs & Power$18.8M
INCREASEDDavid Katz$9.6M
INCREASEDFirst Eagle$1.1M
REDUCEDTom Russo$809K
REDUCEDPolen Capital$362K
Q1 '257 owners · $248.1M
INCREASEDJohn Rogers$204.7M
REDUCEDMairs & Power$19.4M
NEWPhilippe Laffont$15.2M
NEWPolen Capital$4.2M
NEWDavid Katz$3.0M
NEWTom Russo$1.0M
INCREASEDFirst Eagle$637K

🏛️ Congressional Trades

GNRC: Held by 7 superinvestors · 2 congress member trades

SELLRob BresnahanR
$1,001 - $15,0002025-04-08
SELLJulie JohnsonD
$1,001 - $15,0002025-04-01