Generac Holdings Inc.
MX ˙ BMV ˙ US3687361044
SecurityMX:GNRC / Generac Holdings Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership158,703 shares
Latest Disclosed Value $ 30,999,432
Atwood & Palmer Inc reports 0.50% increase in ownership of GNRC / Generac Holdings Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 158,703 shares of Generac Holdings Inc. (MX:GNRC) valued at $30,999,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 157,908 shares of Generac Holdings Inc.. This represents a change in shares of 0.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F GENERAC HLDGS COM 368736104 158,703 795 0.50 30,999 43.96 1.7493
2026-01-28 2025-12-31 13F GENERAC HLDGS COM 368736104 157,908 8,092 5.40 21,534 -14.14 1.2237
2025-10-15 2025-09-30 13F GENERAC HLDGS COM 368736104 149,816 320 0.21 25,079 17.14 1.4732
2025-07-08 2025-06-30 13F GENERAC HLDGS COM 368736104 149,496 1,525 1.03 21,409 14.24 1.3384
2025-04-15 2025-03-31 13F GENERAC HLDGS COM 368736104 147,971 -586 -0.39 18,741 -18.64 1.2999
2025-01-16 2024-12-31 13F GENERAC HLDGS COM 368736104 148,557 884 0.60 23,034 -1.83 1.5784
2024-10-07 2024-09-30 13F GENERAC HLDGS COM 368736104 147,673 1,219 0.83 23,462 21.16 1.5949
2024-07-10 2024-06-30 13F GENERAC HLDGS COM 368736104 146,454 0 0.00 19,364 4.82 1.4669
2024-04-10 2024-03-31 13F GENERAC HLDGS COM 368736104 146,454 3,387 2.37 18,474 -0.09 1.4017
2024-01-12 2023-12-31 13F GENERAC HLDGS COM 368736104 143,067 735 0.52 18,490 19.22 1.4940
2023-10-20 2023-09-30 13F GENERAC HLDGS COM 368736104 142,332 900 0.64 15,508 -26.47 1.3594
2023-07-18 2023-06-30 13F GENERAC HLDGS COM 368736104 141,432 7,173 5.34 21,092 45.45 1.8863
2023-04-21 2023-03-31 13F GENERAC HLDGS COM 368736104 134,259 5,384 4.18 14,501 11.79 1.3634
2023-01-31 2022-12-31 13F GENERAC HLDGS COM 368736104 128,875 6,237 5.09 12,973 -40.62 1.1722
2022-10-12 2022-09-30 13F GENERAC HLDGS COM 368736104 122,638 3,360 2.82 21,847 -13.02 2.1651
2022-07-21 2022-06-30 13F GENERAC HLDGS COM 368736104 119,278 1,354 1.15 25,118 -28.34 2.4466
2022-04-29 2022-03-31 13F GENERAC HLDGS COM 368736104 117,924 830 0.71 35,054 -14.93 3.0266
2022-01-24 2021-12-31 13F GENERAC HLDGS COM 368736104 117,094 87 0.07 41,208 -13.82 3.4490
2021-10-29 2021-09-30 13F/A-1 GENERAC HLDGS COM 368736104 117,007 -2,931 -2.44 47,817 -3.97 4.2673
2021-10-19 2021-09-30 13F GENERAC HLDGS COM 368736104 117,007 -2,931 47,817 4.2670
2021-07-26 2021-06-30 13F GENERAC HLDGS COM 368736104 119,938 -8,713 -6.77 49,792 18.19 4.4740
2021-04-26 2021-03-31 13F GENERAC HLDGS COM 368736104 128,651 -57,512 -30.89 42,127 -0.49 4.0537
2021-02-04 2020-12-31 13F GENERAC HLDGS COM 368736104 186,163 -14,994 -7.45 42,335 8.69 4.5452
2020-10-28 2020-09-30 13F GENERAC HLDGS COM 368736104 201,157 -1,370 -0.68 38,952 57.74 4.9051
2020-07-24 2020-06-30 13F GENERAC HLDGS COM 368736104 202,527 -2,475 -1.21 24,694 29.29 3.3377
2020-04-20 2020-03-31 13F GENERAC HLDGS COM 368736104 205,002 -155 -0.08 19,100 -7.45 2.9997
2020-02-05 2019-12-31 13F GENERAC HLDGS COM 368736104 205,157 1,812 0.89 20,637 29.55 2.6526
2019-10-21 2019-09-30 13F GENERAC HLDGS COM 368736104 203,345 1,075 0.53 15,930 13.46 2.1469
2019-07-17 2019-06-30 13F GENERAC HLDGS COM 368736104 202,270 1,535 0.76 14,040 36.52 1.8962
2019-04-23 2019-03-31 13F GENERAC HLDGS COM 368736104 200,735 1,175 0.59 10,284 3.69 1.4561
2019-02-01 2018-12-31 13F GENERAC HLDGS COM 368736104 199,560 -975 -0.49 9,918 -12.32 1.5757
2018-10-29 2018-09-30 13F GENERAC HLDGS COM 368736104 200,535 6,670 3.44 11,312 12.79 1.4764
2018-07-19 2018-06-30 13F GENERAC HLDGS COM 368736104 193,865 2,325 1.21 10,029 14.04 1.3764
2018-04-30 2018-03-31 13F GENERAC HLDGS COM 368736104 191,540 191,540 8,794 1.2536
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.