SEC 13F Intelligence

Connective Portfolio Management, LLC / GNRC

Connective Portfolio Management, LLC’s Generac Hldgs Inc Position

Does Connective Portfolio Management, LLC own Generac Hldgs Inc (GNRC)? Not currently — the last reported position was 4.8K shares worth $1M in Q2 2022; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$1M
Q2 2022
Shares
4.8K
% of Portfolio
+1.73%
Quarters Held
3
position exited

Position History GNRC

Reported value by quarter
Q4 ’21: $845,000Q4 ’21Q1 ’22: $713,000Q1 ’22Q2 ’22: $1MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20224.8K$1M+1.73%
Q1 20222.4K$713,000+1.52%
Q4 20212.4K$845,000+1.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connective Portfolio Management, LLC’s full portfolio or all institutional holders of GNRC.