PECAUT & CO. WB WATERBRIDGE INFRASTRUCTURE L

Ownership history in PECAUT & CO.  ·  3 quarters on record

AI Ownership Summary

PECAUT & CO. reported WATERBRIDGE INFRASTRUCTURE L (WB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.76% in 2026 Q1. The latest visible filing shows WB at 0.76% 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 WB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PECAUT & CO.'s position in WATERBRIDGE INFRASTRUCTURE L, 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

WB was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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 PECAUT & CO. held WB — position size vs. price
% of Fund (quarterly)    WB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 87,500 +21,000 +31.6% 0.76% $2.3M 2026-05-11 $8.39
2025 Q4 UNCHANGED 66,500 0% 0.43% $1.3M 2026-02-10 $9.64
2025 Q3 INITIATED 66,500 0.54% $1.7M 2025-11-03 $10.10

FAQ About PECAUT & CO. and WB

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

How long has PECAUT & CO. reported owning WB?

PECAUT & CO. reported WB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported WB position in PECAUT & CO.'s portfolio?

The largest reported portfolio weight for WB was 0.76% in 2026 Q1.

What is the latest reported WB position on this page?

The most recent filing on this page is 2026 Q1, when PECAUT & CO. reported 87,500 shares, equal to 0.76% of portfolio, with an estimated market value of $2.3M.

What does the chart on this WB ownership page compare?

The chart compares PECAUT & CO.'s quarterly WB 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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