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CECO Environmental Corp.

CECO Industrials
$62.18 +$0.68 (1.11%)
Market Cap: $2.22 B
Gurus Holding
4
Popularity Rank
#2407
% of Shares Held
3.48%
Net Activity (Q4 2025)
-$2.17 M

Guru Ownership Trend

Guru Analysis for CECO Environmental Corp. (CECO)

CECO Environmental Corp. (CECO), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $77.08 M.

Top institutional holders include Chuck Royce and First Eagle Investment.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $2.17 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, First Eagle Investment reduced exposure by 15.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$6.92 M
Total Buy Value
New Buys 1
Additions 1
-$9.09 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for CECO Environmental Corp. (CECO)

Major holders include Chuck Royce ($44.33 M), First Eagle Investment ($21.96 M), Paul Tudor Jones ($6.26 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.24 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.17 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited CECO. The total reported sell value was $9.09 M.

Yes, 1 managers opened new positions in CECO, and 1 increased their existing holdings. The total reported buy value was $6.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.45% Reduce -10.2% 740,687 $44.33 M Q4 2025
0.04% Reduce -15.5% 366,867 $21.96 M Q4 2025
0.01% New Buy 104,616 $6.26 M Q4 2025
0.00% Add 66.8% 27,489 $1.65 M Q4 2025
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