Follow-The-Filings

Security

WAB

Wabtec · COM

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

20 owners 1 new 2 exits max 4.2% (Muhlenkamp & Co. Inc.)

grid → activity →
owners 20
rank #230
master % 0.03%
max % 4.2%
tracked value $5.8B
qoq N 1 A 4 R 12 E 2

holders

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

manager % port activity shares value history
Muhlenkamp & Co. Inc. 2026 Q1 4.2% Reduce +0.52 pp 63,155 $16M hist
Farallon Capital Management LLC 2026 Q1 2.3% Reduce -0.20 pp 1,609,403 $402M hist
First Pacific Advisors, LP 2026 Q1 0.9% Reduce -0.34 pp 260,732 $65M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 0.7% Reduce -0.72 pp 94,895 $24M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.3% Add +0.06 pp 367,753 $92M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Reduce 0.00 pp 1,344,066 $328M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 19,878,131 $4.2B hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce 0.00 pp 116,095 $29M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 1,916,324 $409M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 155,000 $39M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.01 pp 113,245 $28M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.06 pp 109,001 $27M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.03 pp 46,651 $12M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 90,527 $19M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 90,577 $23M hist
Mairs & Power Inc. 2026 Q1 0.0% — 5,237 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 50,723 $13M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 24,843 $6M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,136 $534 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 113 $28 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 26,173 $6M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 45,956 $10M hist

20 current · 2 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
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 $815M $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 -$492M -$343M -$2.75B
Cash from financing -$633M -$1.37B $1.03B
Net change in cash $79M $95M $74M

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