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WAB Wabtec

Industrials, filed as WABTEC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 4

  • 6 Owners
  • #273
  • Max 4.9%
  • Master 0.02%
  • $380M
  • 1 new 3 reduce 1 exit 1 small

In 2026 Q2, 1 manager opened a position, 3 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 4.9% (Muhlenkamp & Co.). Not free-float ownership.

  1. Muhlenkamp & Co. Add 4.9%
  2. Farallon Capital Management Reduce 1.1%
  3. Davidson Kempner Capital Mana... New 0.64%
  4. First Pacific Advisors Reduce 0.63%
  5. Stanley Druckenmiller Reduce 0.29%
  6. Mairs & Power 0.01%

Who owns WAB

Sorted by value, long equity only, as of 2026 Q2.

History
Farallon Capital Management 1.1%, was 2.3% Reduce −44.4% 894,503 $241M History
Davidson Kempner Capital Management 0.64% New 0.64% 200,000 $54M History
First Pacific Advisors 0.63%, was 0.91% Reduce −27.5% 189,045 $51M History
Muhlenkamp & Co. 4.9%, was 4.1% Small add 0.0% 63,156 $17M History
Stanley Druckenmiller, Duquesne Family Office 0.29%, was 0.70% Reduce −40.4% 56,595 $15M History
Mairs & Power 0.01% Hold 5,237 $1.4M History
Richard Pzena, Pzena Investment Management exited 2026 Q2 Last 2026 Q1 0.30% Exit −0.30% 367,753 $92M History

6 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WAB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WAB insider trades
  • None no insider bought on the open market
  • $18.6M sold by 11 insiders outside a trading plan
  • $24.4M sold by 2 insiders under 10b5-1 plans
  1. Rafael Santana CEO
    Planned sale
    $635K 2,174 shares at $292.25 1.9% of stake
    Traded Oct 5–6 Filed Oct 7
    ↗
  2. Rafael Santana CEO
    Planned sale
    $612K 2,183 shares at $280.19 1.8% of stake
    Traded Sep 1–2 Filed Sep 3
    ↗
  3. Rogerio Mendonca President, Equipment Group
    Sale
    $867K 2,919 shares at $297.05 27% of stake
    Traded Aug 21 Filed Aug 24
    ↗
  4. Michael Fetsko Pres., Freight Components Grp.
    Sale
    $953K 3,250 shares at $293.22 8% of stake
    Traded Aug 20 Filed Aug 21
    ↗
  5. Gregory Sbrocco EVP Operations
    Planned sale
    $286K 952 shares at $300.00 4.3% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  6. Rafael Santana CEO
    Planned sale
    $693K 2,326 shares at $298.03 1.9% of stake
    Traded Aug 4–5 Filed Aug 6
    ↗
  7. David L DeNinno Exec VP, General Counsel, Sec.
    Sale
    $904K 3,000 shares at $301.31 5.2% of stake
    Traded Jul 24 Filed Jul 27
    ↗
  8. Eric Gebhardt Chief Technology Officer
    Sale
    $2.1M 7,100 shares at $299.27 27% of stake
    Traded Jul 24 Filed Jul 27
    ↗
  9. Sameer Gaur Pres., Global Freight Services
    Sale
    $301K 1,000 shares at $300.64 8.3% of stake
    Traded Jul 24 Filed Jul 27
    ↗
  10. Rafael Santana CEO
    Planned sale
    $604K 2,326 shares at $259.48 1.9% of stake
    Traded Jul 6–7 Filed Jul 8
    ↗
  11. Sameer Gaur Pres., Global Freight Services
    Sale
    $285K 1,082 shares at $263.50 8.3% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  12. Rafael Santana CEO
    Planned sale
    $608K 2,326 shares at $261.36 1.8% of stake
    Traded Jun 5–8 Filed Jun 9
    ↗
  13. David L DeNinno Exec VP, General Counsel, Sec.
    Sale
    $664K 2,500 shares at $265.48 4.1% of stake
    Traded May 5 Filed May 7
    ↗
  14. Rafael Santana CEO
    Planned sale
    $615K 2,326 shares at $264.34 1.8% of stake
    Traded May 4–5 Filed May 6
    ↗
  15. Rafael Santana CEO
    Planned sale
    $16.4M 60,852 shares at $268.89 32% of stake
    Traded Apr 14 Filed Apr 16
    ↗

Also filed in the last 12 months, not counted as buying or selling: 33 stock grants, 26 share withholdings for taxes, 2 option exercises, 1 sale back to the company, 1 gift, and 1 other transaction.

Congress

9 members of Congress traded WAB in the last three years: 7 buys and 22 sales. 9 members listed it in 2025 annual reports.

All Congress trades
  1. April McClain Delaney D-MD-6Child Sell $100K–$250K Aug 25 filed Sep 9
  2. April McClain Delaney D-MD-6Child Partial sale $15K–$50K Aug 3 filed Sep 9
  3. April McClain Delaney D-MD-6Child Partial sale $1K–$15K Jul 28 filed Aug 3
  4. April McClain Delaney D-MD-6Child Partial sale $15K–$50K Jul 23 filed Aug 3
  5. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  6. Tommy Tuberville R-AL Sell $1K–$15K Jun 9 filed Jul 16

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 2.03 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 9 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $9.68B $10.39B $11.17B
Gross profit $2.94B $3.37B $3.81B
Gross margin * 30.4% 32.4% 34.1%
Net income $0.815B $1.06B $1.17B
Net margin * 8.4% 10.2% 10.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.86B $4.94B $5.69B
Total non-current assets $14.13B $13.76B $16.38B
Total assets $18.99B $18.7B $22.07B
Total current liabilities $4.06B $3.79B $5.15B
Total non-current liabilities * $4.41B $4.78B $5.73B
Total equity $10.49B $10.09B $11.14B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.2B $1.83B $1.76B
Cash from investing -$0.492B -$0.343B -$2.75B
Cash from financing -$0.633B -$1.37B $1.03B
Net change in cash $79M $95M $74M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.