YOUSIF CAPITAL MANAGEMENT, LLC WHD — Cactus Inc Cl A

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  ·  9 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported Cactus Inc Cl A (WHD) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows WHD at 0.01% 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 WHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YOUSIF CAPITAL MANAGEMENT, LLC's position in Cactus Inc Cl A, 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 Q2

WHD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

WHD stock page YOUSIF CAPITAL MANAGEMENT, LLC fund profile YOUSIF CAPITAL MANAGEMENT, LLC full holdings
How YOUSIF CAPITAL MANAGEMENT, LLC held WHD — position size vs. price
% of Fund (quarterly)    WHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 18,412 +76 +0.4% 0.01% $943K 2026-07-16 $53.80
2026 Q1 REDUCED — — — 18,336 -207 -1.1% 0.01% $869K 2026-04-24 $56.64
2025 Q4 REDUCED 12.4% +4.0% ❌ 18,543 -2,633 -12.4% 0.01% $981K 2026-01-21 $56.04
2025 Q3 REDUCED 16.7% +17.1% ❌ 21,176 -4,257 -16.7% 0.01% $836K 2025-10-14 $34.97
2025 Q2 ADDED — — — 25,433 +840 +3.4% 0.01% $1.1M 2025-07-25 $45.67
2025 Q1 REDUCED — — — 24,593 -731 -2.9% 0.01% $1.1M 2025-04-14 $36.55
2024 Q4 REDUCED — — — 25,324 -447 -1.7% 0.02% $1.5M 2025-01-27 $61.01
2024 Q3 REDUCED — — — 25,771 -492 -1.9% 0.02% $1.5M 2024-10-30 $56.17
2024 Q2 INITIATED — — — 26,263 — — 0.02% $1.4M 2024-07-31 $61.79

🏢 Other funds also holding WHD

As of 2026 Q2 — sorted by position size

WASATCH ADVISORS LP 3Y 7Y 0.35% Hunter Perkins Capital Management, LLC 3Y 0.24% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.22% Harbour Capital Advisors, LLC 3Y 7Y 0.16% Park Capital Management, LLC / WI 0.15% Curated Wealth Partners LLC 3Y 0.06% Y-Intercept (Hong Kong) Ltd 3Y 0.04% Central Pacific Bank - Trust Division 0.01% CoreCap Advisors, LLC 3Y 0.01% GAMMA Investing LLC 0.0%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and WHD

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

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning WHD?

YOUSIF CAPITAL MANAGEMENT, LLC reported WHD across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported WHD position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for WHD was 0.02% in 2024 Q3.

What is the latest reported WHD position on this page?

The most recent filing on this page is 2026 Q2, when YOUSIF CAPITAL MANAGEMENT, LLC reported 18,412 shares, equal to 0.01% of portfolio, with an estimated market value of $943K.

What does the chart on this WHD ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC's quarterly WHD 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.

How well did YOUSIF CAPITAL MANAGEMENT, LLC time their WHD position?

Based on 13F filing dates vs. subsequent WHD price moves, YOUSIF CAPITAL MANAGEMENT, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on WHD relative to SPY over the holding period was -21.4%.

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