Follow-The-Filings

Security · featured owners

AZZ

Azz Inc. Industrials COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.0%
  • $3M
  • 1 add 1 exit

AZZ (Azz Inc.) is held in 1 featured 13F book as of 2026 Q2. Polen Capital Management is the largest tracked holder by portfolio weight (0.02%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management add 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Polen Capital Management 2026 Q2 0.02% Add +20.3% 17,364 $3M history
Arnold Van Den Berg - Van Den Berg Management I exited 2026 Q2 last 2026 Q1 0.07% Exit −0.07% 2,351 $294K history

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01
10-Q
8-K 2.02,9.01
8-K 5.07,9.01
8-K 8.01,9.01
8-K 7.01,9.01
DEFA14A
8-K 1.01,2.03,9.01
10-K
8-K 2.02,9.01
8-K 8.01,9.01
8-K/A 5.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 14, 2026
4 Period Aug 11, 2026
4 Period Aug 4, 2026
4 Period Jul 7, 2026 · 7 forms
4 Period Jun 30, 2026 · 4 forms
4 Period Jun 3, 2026
4 Period May 31, 2026
4 Period Apr 25, 2026 · 6 forms
4 Period Apr 24, 2026 · 3 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.32B $1.54B $1.58B $1.65B
Gross profit $295.94M $363.46M $382.68M $394.96M
Gross margin * 22.4% 23.6% 24.3% 23.9%
Net income -$52.97M $101.61M $128.83M $317.26M
Net margin * -4.0% 6.6% 8.2% 19.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $417.42M $367M $375.44M $395.37M
Total non-current assets * $1.8B $1.83B $1.85B $1.82B
Total assets $2.22B $2.2B $2.23B $2.21B
Total current liabilities $187.24M $194.31M $220.99M $232.27M
Total non-current liabilities * $1.18B $1.07B $0.961B $0.644B
Total equity $0.853B $0.701B $1.05B $1.34B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $525.45M
Cash from investing -$91.48M
Cash from financing -$434.12M
Net change in cash -$12.26M $1.53M -$2.86M -$0.783M

ownership over time

filing count by report period · click a bar for that quarter’s holders