Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alliance Laundry Hldgs Inc (ALH)

141 + Investors. Track Smart Money conviction in ALH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — ALH

Based on 142 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ALH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
142 hedge funds hold ALH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +14100% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+14100% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

100 buying62 selling
Last quarter: 100 funds were net buyers (48 opened a brand new position + 52 added to an existing one). Only 62 were sellers (29 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-78 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 126 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 96% entered in last year

■ 3% conviction (2yr+) ■ 1% medium ■ 96% new
Only 4 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~48 new funds/quarter

0 → 0 → 0 → 126 → 48 new funds/Q
New funds entering each quarter: 0 → 0 → 126 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 142 current holders: 136 (96%) entered in the past year, only 6 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
40 of 142 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ALH

In 2026 Q1, 100 hedge funds were net buyers of ALH (48 opened a new position, 52 added to an existing one), while 62 reduced or exited (29 trimmed, 33 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 142.

Hedge Fund Ownership: ALH

How many hedge funds hold ALH — quarterly history vs. share price
Quarterly hedge fund ownership of ALH vs. share price

Market Analysis: ALH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Alliance Laundry Hldgs Inc (ALH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALH has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
ALH
+29.7%
XLY
+7.5%

ALH outperformed XLY by +22.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
ALH
+12.8%
XLY
+0.5%

Since the filing became public, ALH outperformed XLY by +12.3% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: ALH
141 + Investors

Track Smart Money conviction in ALH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 141 127 11.02%
13F Shares 194M 202M -4.0%
Total Value $3.97B $4.11B -3.42%
New Positions 47 127 -80
Increased Positions 52 0 +52
Closed Positions 33 0 +33
Reduced Positions 29 0 +29
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ALH

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

141 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ALH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bdt Capital Partners, LLC 83.15% 140,751,696 $2.92B
2 Kayne Anderson Rudnick Investment Management LLC 0.58% 9,456,854 $196.1M
3 Zimmer Partners, LP 0.57% 1,145,003 $23.7M
4 Burkehill Global Management, LP 0.46% 450,000 $9.3M
5 Seven Grand Managers, LLC 0.42% 300,000 $6.2M
6 Ghisallo Capital Management LLC 0.34% 600,000 $12.4M
7 Hound Partners, LLC 0.22% 85,000 $1.8M
8 Chescapmanager LLC 0.18% 96,714 $2.0M
9 Longaeva Partners L.P. 0.17% 218,876 $4.5M
10 Discovery Capital Management, LLC / Ct 0.16% 150,000 $3.1M
11 Readystate Asset Management LP 0.14% 148,710 $3.1M
12 Diametric Capital, LP 0.13% 25,043 $519K
13 Driehaus Capital Management LLC 0.13% 820,911 $17.0M
14 Quantbot Technologies LP 0.09% 106,460 $2.2M
15 Channing Capital Management, LLC 0.07% 138,071 $2.9M
16 Healthcare of Ontario Pension Plan Trust Fund 0.07% 2,045,200 $42.4M
17 Select Equity Group, L.P. 0.06% 566,185 $11.7M
18 Alberta Investment Management Corp 0.06% 468,000 $9.7M
19 Alyeska Investment Group, L.P. 0.04% 750,000 $15.6M
20 Adage Capital Partners GP, L.L.C. 0.04% 1,223,775 $25.4M
21 Capital International Investors 0.04% 7,302,367 $151.5M
22 Callan Family Office, LLC 0.02% 34,610 $718K
23 Avior Wealth Management, LLC 0.02% 27,414 $569K
24 Walleye Capital LLC 0.01% 157,697 $3.3M
25 Hudson Bay Capital Management LP 0.01% 180,352 $3.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Alliance Laundry Hldgs Inc (ALH)

What does the Smart Money Trend signal show for ALH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ALH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ALH?

More buyers than sellers — 62% buying: Last quarter: 100 funds were net buyers (48 opened a brand new position + 52 added to an existing one). Only 62 were sellers (29 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ALH holders?

Smaller funds dominant — 12% AUM from top-100: 40 of 142 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ALH?

Mostly new holders — 96% entered in last year: Only 4 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Alliance Laundry Hldgs Inc (ALH) following the 2026 Q1 hedge fund 13F filings?

As of today, ALH has moved +12.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.5% for the XLY sector ETF — an outperformance of +12.3%. Since the quarter end (March 31, 2026), ALH has gained +29.7% vs +7.5% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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