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ProFrac Holding Corp.

ACDC Energy
$5.01 $-0.16 (-3.09%)
Market Cap: $906.16 M
Gurus Holding
5
Popularity Rank
#1983
% of Shares Held
2.14%
Net Activity (Q4 2025)
+$918,898.48

Guru Ownership Trend

Guru Analysis for ProFrac Holding Corp. (ACDC)

ProFrac Holding Corp. (ACDC), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $19.38 M.

Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $918,898.48 net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 41.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$3.36 M
Total Buy Value
New Buys 1
Additions 2
-$2.44 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for ProFrac Holding Corp. (ACDC)

Major holders include HOTCHKIS & WILEY ($6.48 M), Cliff Asness ($6.38 M), Paul Tudor Jones ($1.93 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.87 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $918,898.48, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ACDC. The total reported sell value was $2.44 M.

Yes, 1 managers opened new positions in ACDC, and 2 increased their existing holdings. The total reported buy value was $3.36 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 12.2% 1,666,290 $6.48 M Q4 2025
0.00% Add 61.7% 1,638,822 $6.38 M Q4 2025
0.00% Reduce -22.8% 496,157 $1.93 M Q4 2025
0.00% New Buy 56,146 $218,408 Q4 2025
0.00% Reduce -41.4% 11,004 $42,806 Q4 2025
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Value
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