Follow-The-Filings

Security

AZZ

Azz Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

7 owners 1 new 4 exits max 0.1% (Arnold Van Den Berg - Van...)

grid → activity →
owners 7
max % 0.1%
tracked value $673M
qoq N 1 A 5 R 1 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 0.1% Reduce -0.07 pp 2,351 $294M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 3,357,370 $360M hist
Polen Capital Management LLC 2026 Q1 0.0% New 0.0% 14,438 $2M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 59,290 $7M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 33,893 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 28,620 $4M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 13,535 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 25,425 $3M hist
Norges Bank exited 2025 Q4 last 2025 Q2 0.0% Exit 0.00 pp 21,744 $2M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 7,428 $811 hist
Joel Greenblatt - Gotham Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,547 $380 hist

7 current · 4 exited last period · options excluded

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 $960.61M $644.17M
Total equity $853.46M $700.77M $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 -$783,000

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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