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CECO Environmental Corp.

CECO Industrials
$81.71 +$1.03 (1.28%)
Market Cap: $2.93 B
Gurus Holding
7
Popularity Rank
#948
% of Shares Held
3.86%
Net Activity (Q1 2026)
+$8.6 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $113.09 M.

Top institutional holders include Chuck Royce and First Eagle Investment.

Institutional sentiment is currently Bullish. This is evidenced by a $8.6 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 238.9%. Conversely, Paul Tudor Jones reduced exposure by 54.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$19.43 M
Total Buy Value
New Buys 3
Additions 2
-$10.83 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for CECO Environmental Corp. (CECO)

Major holders include Chuck Royce ($49.32 M), First Eagle Investment ($14.45 M), Steven Cohen ($9.48 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.38 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.6 M, with 5 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 $10.83 M.

Yes, 3 managers opened new positions in CECO, and 2 increased their existing holdings. The total reported buy value was $19.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.49% Add 11.8% 827,781 $49.32 M Q1 2026
0.02% Reduce -33.9% 242,511 $14.45 M Q1 2026
0.01% New Buy 159,079 $9.48 M Q1 2026
0.00% Add 238.9% 93,157 $5.55 M Q1 2026
0.01% Reduce -54.8% 47,252 $2.82 M Q1 2026
0.00% New Buy 9,288 $553,379 Q1 2026
0.00% New Buy 4,944 $294,564 Q1 2026
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