SEC 13F Intelligence

Delphi Management Inc /Ma/ / AZZ

Delphi Management Inc /Ma/’s Azz Inc Position

Does Delphi Management Inc /Ma/ own Azz Inc (AZZ)? Yes — 9.9K shares worth $1M (+1.48% of its 13F portfolio) as of Q1 2026, down from 13.7K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
9.9K
% of Portfolio
+1.48%
Quarters Held
8
currently held

Position History AZZ

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.9K$1M+1.48%
Q4 202513.7K$1M+1.44%
Q3 202514.2K$2M+1.44%
Q2 202515.1K$1M+1.38%
Q1 202516.1K$1M+1.37%
Q4 202418.3K$1M+1.45%
Q2 202423.7K$2M+1.49%
Q1 202421.2K$2M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of AZZ.