AZZ β€” AZZ INC

Ownership history in DELPHI MANAGEMENT INC /MA/  Β·  8 quarters on record

AI Ownership Summary

DELPHI MANAGEMENT INC /MA/ reported AZZ INC (AZZ) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.49% in 2024 Q2. The latest visible filing shows AZZ at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AZZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DELPHI MANAGEMENT INC /MA/'s position in AZZ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AZZ was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DELPHI MANAGEMENT INC /MA/ held AZZ β€” position size vs. price
% of Fund (quarterly)    AZZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,918 -3,831 -27.9% 1.48% $1K 2026-04-20 $137.49
2025 Q4 REDUCED 13,749 -474 -3.3% 1.44% $1K 2026-01-21 $126.41
2025 Q3 REDUCED 14,223 -918 -6.1% 1.44% $2K 2025-10-15 $99.56
2025 Q2 REDUCED 15,141 -935 -5.8% 1.38% $1K 2025-07-07 $98.28
2025 Q1 REDUCED 16,076 -2,193 -12.0% 1.37% $1K 2025-04-08 $75.00
2024 Q4 REDUCED 18,269 -5,416 -22.9% 1.45% $1K 2025-02-10 $96.81
2024 Q2 ADDED 23,685 +11,058 +87.6% 1.49% $2K 2024-08-26 $81.69
2024 Q1 INITIATED 12,627 β€” β€” 0.67% $734 2024-05-21 $82.96

FAQ About DELPHI MANAGEMENT INC /MA/ and AZZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has DELPHI MANAGEMENT INC /MA/ reported owning AZZ?

DELPHI MANAGEMENT INC /MA/ reported AZZ across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AZZ position in DELPHI MANAGEMENT INC /MA/'s portfolio?

The largest reported portfolio weight for AZZ was 1.49% in 2024 Q2.

What is the latest reported AZZ position on this page?

The most recent filing on this page is 2026 Q1, when DELPHI MANAGEMENT INC /MA/ reported 9,918 shares, equal to 1.48% of portfolio, with an estimated market value of $1K.

What does the chart on this AZZ ownership page compare?

The chart compares DELPHI MANAGEMENT INC /MA/'s quarterly AZZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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