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SOLV Energy, Inc.

MWH Industrials
$21.38 $-0.16 (-0.72%)
Market Cap: $4.33 B
Gurus Holding
6
Popularity Rank
#1630
% of Shares Held
0.89%
Net Activity (Q2 2026)
-$17.62 M

Guru Ownership Trend

Guru Analysis for SOLV Energy, Inc. (MWH)

SOLV Energy, Inc. (MWH), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $38.62 M.

Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $17.62 M net outflow during the quarter.

Recent activity highlights George Soros who increased their stake by 210.8%. Conversely, Steven Cohen reduced exposure by 70.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$30.74 M
Total Buy Value
New Buys 2
Additions 2
-$48.36 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for SOLV Energy, Inc. (MWH)

Major holders include Steven Cohen ($20.11 M), Renaissance Technologies (RenTech) ($19.09 M), George Soros ($14.87 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.81 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $17.62 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited MWH. The total reported sell value was $48.36 M.

Yes, 2 managers opened new positions in MWH, and 2 increased their existing holdings. The total reported buy value was $30.74 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -70.1% 590,476 $20.11 M Q2 2026
0.03% New Buy 560,700 $19.09 M Q2 2026
0.18% Add 210.8% 436,664 $14.87 M Q2 2026
0.01% Add 29.6% 113,824 $3.88 M Q2 2026
0.01% Reduce -16.6% 85,060 $2.9 M Q2 2026
0.00% New Buy 20,000 $681,000 Q2 2026
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