Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
SHLSInformation TechnologyCommon Stock

Shoals Technologies Group, Inc (Class A)

Held by 8 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 82489W107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 8 of the investors we track own this stock. In the latest quarter, 4 of them bought more of it and 6 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
8
-2 vs last quarter (like-for-like)
Total value held
$33.45M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.0%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$6.01M
-15.8% vs last quarter
Net shares bought
-2.5M
Est. net flow -$18.40M
Quarter activity
4 bought · 6 sold
1 new · 3 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SHLS?

Who added and who trimmed · Q2 2026

Estimated dollar change per manager (change in shares × this quarter's price). Click a bar to open the manager.

Chart: managers adding and trimming

Who owns SHLS? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Chuck Royce Royce & Associates 1.72M $17.07M 0.1% Added +233.9K +15.7% +$2.32M
2 Jim Simons Renaissance Technologies 839.00K $8.31M 0.0% Added +817.3K +3766.4% +$8.09M
3 Ken Griffin Citadel Advisors 445.44K $4.41M 0.0% Reduced -1.3M -74.9% -$13.18M
4 Norges Bank Norges Bank Investment Management 151.25K $1.50M 0.0% — — — —
5 David Shaw D.E. Shaw & Co. 142.21K $1.41M 0.0% Added +97.4K +217.1% +$963.83K
6 Israel Englander Millennium Management 64.08K $634.42K 0.0% Reduced -293.3K -82.1% -$2.90M
7 LSV Asset Management LSV Asset Management 12.40K $123.00K 0.0% Reduced -30.0K -70.8% -$297.58K
8 Barrow Hanley Barrow Hanley Mewhinney & Strauss 118 $1.17K 0.0% New +118 — +$1.17K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Steve Cohen Point72 Asset Management -1.4M $9.32M
Two Sigma Two Sigma Investments -330.9K $2.18M
George Soros Soros Fund Management -289.0K $1.90M

Politician trades

Politician trades in SHLS

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Josh Gottheimer Politician Jul 19, 2024 SHLS Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Morgan Stanley - Select UMA Account # 1 Aug 15, 2024 27 days PTR ↗
Josh Gottheimer Politician Jun 18, 2024 SHLS Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint — Jul 9, 2024 21 days PTR ↗
Josh Gottheimer Politician Apr 15, 2024 SHLS Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Morgan Stanley - Select UMA Account # 1 May 15, 2024 30 days PTR ↗
Josh Gottheimer Politician Mar 14, 2024 SHLS Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Morgan Stanley - Select UMA Account # 1 Apr 7, 2024 24 days PTR ↗
Josh Gottheimer Politician Jan 11, 2024 SHLS Shoals Technologies Group, Inc. - Class A Common Stock (SHLS) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Morgan Stanley - Select UMA Account # 1 Feb 15, 2024 35 days PTR ↗
Josh Gottheimer Politician Dec 11, 2023 SHLS Shoals Technologies Group, Inc. - Class A (SHLS) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Joint Morgan Stanley - Select UMA Account # 1 Jan 7, 2024 27 days PTR ↗