Generac Holdings Inc.
MX ˙ BMV ˙ US3687361044
SecurityMX:GNRC / Generac Holdings Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership12,669 shares
Latest Disclosed Value $ 2,474,574
Cwm, Llc reports 44.20% increase in ownership of GNRC / Generac Holdings Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 12,669 shares of Generac Holdings Inc. (MX:GNRC) valued at $2,474,574 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,786 shares of Generac Holdings Inc.. This represents a change in shares of 44.20% 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)
2026-05-14 2026-03-31 13F GENERAC HLDGS COM 368736104 12,669 3,883 44.20 2,475 247,300.00 0.0064
2026-01-26 2025-12-31 13F GENERAC HLDGS COM 368736104 8,786 -8,367 -48.78 1 -50.00 0.0032
2025-10-15 2025-09-30 13F GENERAC HLDGS COM 368736104 17,153 8,713 103.23 3 100.00 0.0086
2025-07-25 2025-06-30 13F GENERAC HLDGS COM 368736104 8,440 4,897 138.22 1 0.0043
2025-05-01 2025-03-31 13F GENERAC HLDGS COM 368736104 3,543 -11,158 -75.90 0 -100.00 0.0018
2025-02-04 2024-12-31 13F GENERAC HLDGS COM 368736104 14,701 -1,536 -9.46 2 0.00 0.0095
2024-10-08 2024-09-30 13F GENERAC HLDGS COM 368736104 16,237 -1,814 -10.05 3 0.00 0.0111
2024-07-10 2024-06-30 13F GENERAC HLDGS COM 368736104 18,051 -3,299 -15.45 2 0.00 0.0113
2024-04-05 2024-03-31 13F GENERAC HLDGS COM 368736104 21,350 -14,889 -41.09 3 -50.00 0.0131
2024-02-01 2023-12-31 13F GENERAC HLDGS COM 368736104 36,239 -3,152 -8.00 5 0.00 0.0252
2023-10-11 2023-09-30 13F GENERAC HLDGS COM 368736104 39,391 8,679 28.26 4 0.00 0.0263
2023-08-03 2023-06-30 13F GENERAC HLDGS COM 368736104 30,712 -257 -0.83 5 33.33 0.0283
2023-05-01 2023-03-31 13F GENERAC HLDGS COM 368736104 30,969 -779 -2.45 3 0.00 0.0226
2023-02-01 2022-12-31 13F GENERAC HLDGS COM 368736104 31,748 -9,675 -23.36 3 -99.96 0.0235
2022-10-27 2022-09-30 13F GENERAC HLDGS COM 368736104 41,423 -1,871 -4.32 7,379 -19.06 0.0586
2022-07-28 2022-06-30 13F GENERAC HLDGS COM 368736104 43,294 -5,918 -12.03 9,117 -37.68 0.0706
2022-04-21 2022-03-31 13F GENERAC HLDGS COM 368736104 49,212 -6,791 -12.13 14,629 -25.77 0.1038
2022-01-31 2021-12-31 13F GENERAC HLDGS COM 368736104 56,003 -1,569 -2.73 19,708 -17.54 0.1387
2021-09-15 2021-06-30 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2021-07-29 2021-06-30 13F GENERAC HLDGS COM 368736104 57,572 0 23,901 0.1905
2021-09-15 2021-03-31 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2021-04-27 2021-03-31 13F GENERAC HLDGS COM 368736104 64,689 7,117 21,182 0.1863
2021-09-15 2020-12-31 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2021-01-27 2020-12-31 13F GENERAC HLDGS COM 368736104 65,545 7,973 14,906 0.1397
2021-09-15 2020-09-30 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2020-10-19 2020-09-30 13F GENERAC HLDGS COM 368736104 60,359 2,787 11,688 0.1299
2021-09-15 2020-06-30 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2020-07-22 2020-06-30 13F GENERAC HLDGS COM 368736104 62,549 4,977 7,627 0.0905
2021-09-15 2020-03-31 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2020-04-28 2020-03-31 13F GENERAC HLDGS COM 368736104 68,704 11,132 6,401 0.0953
2021-09-14 2019-12-31 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2020-01-27 2019-12-31 13F GENERAC HLDGS COM 368736104 113,857 56,285 11,453 0.1463
2021-09-14 2019-09-30 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2019-10-22 2019-09-30 13F GENERAC HLDGS COM 368736104 109,024 51,452 8,541 0.1243
2021-09-14 2019-06-30 13F/A-1 GENERAC HLDGS COM 368736104 57,572 0 0.00 23,901 0.00 0.1905
2019-07-31 2019-06-30 13F GENERAC HLDGS COM 368736104 106,504 48,932 7,392 0.1223
2021-09-02 2019-03-31 13F/A-1 GENERAC HLDGS COM 368736104 57,572 -16,654 -22.44 23,901 547.90 0.1905
2019-04-22 2019-03-31 13F GENERAC HLDGS COM 368736104 86,759 12,533 4,445 0.0892
2019-01-25 2018-12-31 13F GENERAC HLDGS COM 368736104 74,226 -14,189 -16.05 3,689 -26.03 0.0921
2018-10-29 2018-09-30 13F GENERAC HLDGS COM 368736104 88,415 27,037 44.05 4,987 57.07 0.1273
2018-07-31 2018-06-30 13F GENERAC HLDGS COM 368736104 61,378 1,965 3.31 3,175 16.39 0.1045
2018-04-26 2018-03-31 13F GENERAC HLDGS COM 368736104 59,413 -5,094 -7.90 2,728 -14.59 0.1084
2018-01-16 2017-12-31 13F GENERAC HLDGS COM 368736104 64,507 -3,674 -5.39 3,194 1.98 0.1418
2017-10-16 2017-09-30 13F GENERAC HLDGS COM 368736104 68,181 19,430 39.86 3,132 77.85 0.1481
2017-07-17 2017-06-30 13F GENERAC HLDGS COM 368736104 48,751 48,751 1,761 0.0902
2016-04-18 2016-03-31 13F GENERAC HLDGS COM 368736104 0 0 0 0.0000
2016-02-01 2015-12-31 13F GENERAC HLDGS COM 368736104 0 -23 -100.00 0 -100.00
2015-10-30 2015-09-30 13F GENERAC HLDGS COM 368736104 23 23 1 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.