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SOLV Energy, Inc.

MWH Industrials
$38.44 +$0.32 (0.84%)
Market Cap: $7.78 B
Gurus Holding
5
Popularity Rank
#1675
% of Shares Held
1.15%
Net Activity (Q1 2026)
+$69.87 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.43 M.

Top institutional holders include Steven Cohen and George Soros.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $69.87 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position.

Key Holders

Top 5 by Value

$59.35 M
$4.22 M
$3.06 M
$600,750

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$69.87 M
Total Buy Value
New Buys 5
Additions 0
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
0
Net Buyers
5

FAQs for SOLV Energy, Inc. (MWH)

Major holders include Steven Cohen ($59.35 M), George Soros ($4.22 M), Ray Dalio ($3.06 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.33 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $69.87 M, with 5 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in MWH during the most recent reporting period.

Yes, 5 managers opened new positions in MWH, and 0 increased their existing holdings. The total reported buy value was $69.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% New Buy 1,976,191 $59.35 M Q1 2026
0.05% New Buy 140,500 $4.22 M Q1 2026
0.01% New Buy 102,045 $3.06 M Q1 2026
0.00% New Buy 87,843 $2.64 M Q1 2026
0.01% New Buy 20,005 $600,750 Q1 2026
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