Shoals Technologies Group, Inc.
MX ˙ BMV ˙ US82489W1071
SecurityMX:SHLS / Shoals Technologies Group, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership134,557 shares
Latest Disclosed Value $ 885,383
Legal & General Group Plc reports 21.79% decrease in ownership of SHLS / Shoals Technologies Group, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 134,557 shares of Shoals Technologies Group, Inc. (MX:SHLS) valued at $885,383 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 172,042 shares of Shoals Technologies Group, Inc.. This represents a change in shares of -21.79% 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.

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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)
2026-05-08 2026-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 134,557 -37,485 -21.79 885 -39.47 0.0002
2026-02-09 2025-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 172,042 -19,072 -9.98 1,462 3.25 0.0003
2025-11-13 2025-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 191,114 -4,714 -2.41 1,416 70.40 0.0003
2025-08-12 2025-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 195,828 3,601 1.87 832 30.25 0.0002
2025-05-15 2025-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 192,227 6,766 3.65 638 -37.76 0.0002
2025-02-13 2024-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 185,461 3,236 1.78 1,026 0.29 0.0003
2025-02-28 2024-09-30 13F/A-2 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 182,225 4,955 2.80 1,022 -7.59 0.0003
2024-11-14 2024-09-30 13F/A-1 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 195,759 4,955 1,098 0.0002
2024-11-14 2024-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 195,759 4,955 1,098 0.0001
2025-05-29 2024-06-30 13F/A-1 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 177,270 1,105 0.63 1,106 -43.83 0.0003
2024-08-14 2024-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 190,804 14,639 1,191 0.0003
2025-05-29 2024-03-31 13F/A-2 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 176,165 -617 -0.35 1,970 -28.32 0.0006
2024-07-01 2024-03-31 13F/A-1 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 176,165 -617 1,970 0.0005
2024-05-14 2024-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 176,165 -617 1,970 0.0002
2025-05-29 2023-12-31 13F/A-1 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 176,782 10,755 6.48 2,747 -9.31 0.0009
2024-02-15 2023-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 176,782 10,755 2,747 0.0007
2023-11-14 2023-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 166,027 4,278 2.64 3,030 -26.73 0.0011
2023-08-14 2023-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 161,749 6,734 4.34 4,134 17.04 0.0013
2023-05-15 2023-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 155,015 35,309 29.50 3,533 19.61 0.0013
2023-02-14 2022-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 119,706 19,681 19.68 2,953 37.03 0.0011
2022-11-14 2022-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 100,025 -1,120 -1.11 2,155 29.27 0.0008
2022-08-22 2022-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 101,145 15,189 17.67 1,667 13.79 0.0006
2022-05-16 2022-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 85,956 127 0.15 1,465 -29.74 0.0004
2022-02-14 2021-12-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 85,829 7,854 10.07 2,085 -4.09 0.0006
2021-11-15 2021-09-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 77,975 69,010 769.77 2,174 583.65 0.0007
2021-08-12 2021-06-30 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 8,965 3,335 59.24 318 62.24 0.0001
2021-05-17 2021-03-31 13F SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 5,630 5,630 196 0.0001
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.