Follow-The-Filings

Security

WHD

Cactus Inc. · CL A

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

11 owners 1 new max 5.1% (Tom Bancroft - Makaira Pa...)

grid → activity →
owners 11
max % 5.1%
tracked value $415M
qoq N 1 A 5 R 3

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Tom Bancroft - Makaira Partners LLC 2025 Q4 stale 5.1% Exit -5.05 pp 141,286 $6M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 798,109 $38M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 7,557,198 $345M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.04 pp 210,143 $10M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 157,432 $7M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 75,716 $4M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 44,413 $2M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 23,952 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 13,253 $628 hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 7,300 $346 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 6,855 $325 hist

11 current · 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 $1.1B $1.13B $1.08B
Gross profit * — $436.39M $399.42M
Gross margin * — 38.6% 37.0%
Net income $169.17M $185.41M $166.01M
Net margin * 15.4% 16.4% 15.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $556.18M $774.69M $954.92M
Total non-current assets * $966.38M $964.64M $916.7M
Total assets $1.52B $1.74B $1.87B
Total current liabilities $175.66M $178.82M $164.24M
Total non-current liabilities * $282.13M $296.32M $274.33M
Total equity $865.52M $1.07B $1.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $340.28M $316.11M $258.42M
Cash from investing -$654.79M -$35.39M -$39.06M
Cash from financing $103.28M -$70.14M -$69.06M
Net change in cash -$210.74M $209.05M $151.74M

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