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User

Henry Ellenbogen

Durable Capital Partners

Henry Ellenbogen Acuity Brands Inc stake

total: 158

Durable Capital Partners AYI trades

Total transactions:
8
New positions:
1
Added:
4
Reduced:
3
Held since:
2024 Q3
Held for:
8 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Henry Ellenbogen holds 68,646 Acuity Brands Inc (AYI) shares with a market value of roughly $25.86M accounting for 0.25% of the overall portfolio. To date, the estimated cost basis is nearly $291.81 for "buy" trades and estimated average "sell" price is $335.4. Durable Capital Partners first purchased AYI in 2024 Q3, initially acquiring 420,429 shares. Since the initial investment in Acuity Brands Inc (AYI), Durable Capital Partners has made 7 more transactions.

How many AYI shares does Henry Ellenbogen currently hold?

According to 2026 Q2 report, Henry Ellenbogen holds 68,646 shares of Acuity Brands Inc (AYI), valued at around $25.86M.

When did Henry Ellenbogen buy Acuity Brands Inc (AYI)?

Henry Ellenbogen first invested in Acuity Brands Inc (AYI) in 2024 Q3 at the reported quarter-end price of $275.39 per share.

What's the cost basis of Durable Capital Partners's AYI stake?

The estimated cost basis for Acuity Brands Inc (AYI) stake is around $291.81 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$291.80
Weighted AVG sell price:
$335.40

Henry Ellenbogen's historical trades in Acuity Brands Inc

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.25%
68,646
$376.66
$25,856,202
-80.70% (-287,083)
-1.11%
2026 Q1
1.03%
355,729
$280.22
$99,682,380
-56.37% (-459,593)
-1.22%
2025 Q4
2.78%
815,322
$360.04
$293,548,533
-40.21% (-548,297)
-1.46%
2025 Q3
3.48%
1,363,619
$344.39
$469,616,747
+9.10% (+113,720)
+0.29%
2025 Q2
2.82%
1,249,899
$298.34
$372,894,868
+13.78% (+151,414)
+0.34%
2025 Q1
2.59%
1,098,485
$263.35
$289,286,025
+0.92% (+10,008)
+0.02%
2024 Q4
2.59%
1,088,477
$292.13
$317,976,786
+158.90% (+668,048)
+1.59%
2024 Q3
0.85%
420,429
$275.39
$115,781,942
new
+0.85%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.