Ausbil Investment Management Ltd: Portfolio Shifts in Q2 2026

Ausbil Investment Management Ltd has released data detailing its investment activities for the period ending in Q2 2026 (as of June 30, 2026). The firm's portfolio saw notable shifts across various sectors during this quarter.

Among the most significant actions were new investments. Ausbil added positions in major energy companies like Entergy Corp (ETR), acquiring 129,558 shares valued at $14.6 million (change: +84.06%). Similarly, the firm significantly increased its stake in Xcel Energy Inc (XEL), adding 94,283 shares worth $7.5 million (change: +100%). New positions were also established in other sectors including Dominion Energy Inc (D), acquiring 67,899 shares worth $4.6 million (+100% increase), and Orla Mining Ltd (ORLA), adding a small but disclosed position of 57,645 shares valued at $0.5 million (+100%). Technology stock QXO Inc (QXO) and consumer cyclical stock Cracker Barrel Old Country Store Inc. (CBRL), which saw a substantial increase of 219.58%, were also added to the portfolio.

Additionally, Ausbil demonstrated strong buying interest in other sectors through significant increases in existing holdings. The firm notably boosted its stake in Mueller Industries Inc (MLI), adding 30,393 shares (+84.43%). Another significant increase occurred with financial services stock Columbia Banking System Inc. (COLB), acquiring an additional 24,482 shares during the quarter (+55.64%). These actions suggest a continued focus on growth opportunities within these specific industries.

Conversely, Ausbil also made strategic reductions in certain holdings this quarter. The utilities sector saw decreases for H2O America Inc. (SJW), with a reduction of 41,254 shares (-16.89%), and NextEra Energy Inc. (NEE), which lost 6,564 shares (-4.65%). Furthermore, the healthcare sector experienced a decrease in holdings of Fortrea Holdings Inc. (FTRE) by 63,315 shares (-21.6%). These reductions could indicate profit-taking or a shift in strategic focus away from these particular sectors.

The investor also disclosed exiting positions entirely during this period for certain stocks. The firm completely sold out its position in UFPI Inc (UFPI), a move that represents a significant change and is reflected in the holdings data showing zero shares held after June 30, 2026. Similarly, Ausbil exited its position in Hudbay Minerals Inc (HBM) entirely (-100%). Additionally, the firm sold all shares of Community First National Corp. (CCS), resulting in a 100% change for that stock as well.

Overall, Ausbil Investment Management Ltd's portfolio adjustments this quarter reflect a dynamic investment strategy focused on capitalizing on growth opportunities while strategically reducing exposure or exiting positions where deemed appropriate. The firm has maintained its position count at 61 holdings as of the reporting date.