Follow-The-Filings

Security · featured owners

WAB Wabtec

Industrials COM Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #274
  • Max 4.9%
  • Master 0.02%
  • $380M
  • 1 new 1 add 3 reduce 1 exit

WAB (Wabtec) is held in 6 featured 13F books as of 2026 Q2. Muhlenkamp & Co. is the largest tracked holder by portfolio weight (4.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

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

history
Farallon Capital Management 2026 Q2 1.1% Reduce −44.4% 894,503 $241M history
Davidson Kempner Capital Management 2026 Q2 0.64% New 0.64% 200,000 $54M history
First Pacific Advisors 2026 Q2 0.63% Reduce −27.5% 189,045 $51M history
Muhlenkamp & Co. 2026 Q2 4.9% Add 0.0% 63,156 $17M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.29% Reduce −40.4% 56,595 $15M history
Mairs & Power 2026 Q2 0.01% Hold 5,237 $1M 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

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 16 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 20, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Jul 24, 2026 · 3 forms Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 Period May 13, 2026 · 7 forms Filing Doc
4 Period May 5, 2026 · 2 forms Filing Doc
4 Period May 4, 2026 Filing Doc
4 Period Apr 14, 2026 Filing Doc
4 Period Mar 12, 2026 Filing Doc
4 Period Mar 9, 2026 Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

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 $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) · * = 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