Wilson Asset Management Q2 2026 Stock Activity Report

As of June 30, 2026, Wilson Asset Management International Pty Ltd's portfolio held a total value of $344.05 million across 31 distinct positions. The investment strategy for this quarter appears focused on specific growth areas and selective exits from underperforming assets.

Prominent Purchases This Quarter

The most significant buying activity by Wilson Asset Management during Q2 2026 involved substantial increases in holdings of several companies:

• AMRIZE LTD (AMRZ) saw its position grow by an impressive 86.81%, making it one of the largest new additions to the portfolio with a quarter-end allocation of 6.64%. This purchase represents a considerable stake in this company.
• DYCOM INDUSTRIES INC (DY) experienced an 84.31% increase in shares, adding significantly to its existing allocation of 5.77%. This indicates strong confidence from the investor.
• GRAB HOLDINGS LIMITED (G4124C109) was added entirely new to the portfolio, with a 100% increase in shares. This position now accounts for 1.55% of the total portfolio value.
• FERGUSON ENTERPRISES INC (FERG) also showed a massive 60.84% increase in holdings, contributing to its current allocation of 3.37%.
• AMPHENOL CORP (APH), a Technology company, saw shares jump by 100%, adding to its position.
• Other notable increases include TEREX CORP NEW (+100%), RESIDEO TECHNOLOGIES INC (+100%), and SITEONE LANDSCAPE SUPPLY INC (+74.4%).

Selective Sales and Portfolio Adjustments

In contrast to the buying activity, Wilson Asset Management also demonstrated a willingness to exit or reduce positions:

• The position in QUANTA SERVICES INC (PWR) decreased by 52.12%, reflecting an exit from this holding.

Overall Portfolio Strategy and Holdings

The portfolio's allocation shifted notably during Q2, with the following sectors showing increased prominence:

• Industrials: Benefitted significantly from new positions in FERGUSON, RB GLOBAL INC, and substantial increases elsewhere, now accounting for 24.26% of the portfolio.
• Financial Services: Remains a core holding with allocations in TRANSUNION, VISA INC, and others, totaling 24.14%.
• Technology: Includes holdings in Amazon (AMZN), Thermonics Fisher Scientific (TMO), Edwards Lifesciences (EW), and Synopsys (SNPS), now representing 13.68% of the portfolio value.

The investor's focus appears heavily weighted towards specific sectors, particularly Consumer Cyclical ($13.15M) and Healthcare ($9.35M). The top five holdings by weight account for a substantial 31.85% of the portfolio, indicating concentration in these areas.

Data-Driven Insights

All information presented here is derived directly from Wilson Asset Management's disclosed data as of June 30, 2026. The firm exhibited significant buying momentum in several stocks and a clear exit strategy for others like PWR. For detailed analysis on the portfolio composition or specific stock movements by this investor, please refer to their official filings.

For further information about Wilson Asset Management International Pty Ltd's investment activities, you can visit their profile page. Detailed data on individual holdings like AMRZ and DY is available at their respective stock pages: AMRZ and DY.