POOL
Pool Corporation · Industrials · Industrial - Distribution
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones +9.2% ·
nuevas posiciones netas -7.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 123 | -15 | 28.05M | $6.03B | +10 | −24 |
| Q1 2026 | 140 | -6 | 25.70M | $5.21B | +8 | −15 |
| Q4 2025 | 146 | 0 | 28.99M | $6.62B | +2 | −1 |
| Q3 2025 | 21 | +1 | 18.78M | $5.82B | +2 | −2 |
| Q2 2025 | 18 | -1 | 17.63M | $5.14B | — | −1 |
| Q1 2025 | 16 | +2 | 6.31M | $2.01B | +2 | — |
| Q4 2024 | 14 | -1 | 5.32M | $1.81B | — | −1 |
| Q3 2024 | 14 | 0 | 3.23M | $1.22B | +2 | −2 |
| Q2 2024 | 14 | — | 3.78M | $1.16B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.64M | — | $557.95M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 1.04M | +27.5% | $355.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 977.86K | +1.4% | $332.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 977.86K | +1.4% | $332.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Berkshire Hathaway ✦ | 598.69K | +48.2% | $204.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Capital World Investors ✦ | 226.38K | -28.7% | $77.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 216.61K | +23.9% | $73.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Fisher Asset Management ✦ | 193.03K | +15.9% | $65.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 191.34K | +82020.6% | $65.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 191.34K | +82020.6% | $65.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Norges Bank ✦ (pasivo) | 106.19K | +9.7% | $36.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 105.69K | -58.6% | $36.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 105.69K | -58.6% | $36.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Marshall Wace ✦ | 11.08K | +106.3% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Millennium Management ✦ | 5.15K | -37.0% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 3.20K | +10.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 3.20K | +10.6% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Gotham Asset Management ✦ | 2.72K | +261.1% | $927,016 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| D. E. Shaw & Co. | $6.80M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 597 tenedores, 36.56M acciones, $6.76B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.