What smart money is saying about Cactus, Inc.
WHD
No fund has written a full thesis on Cactus, Inc. in our archive, but 2 fund letters report a position in it — most recently Buffalo funds Small Cap Growth Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Cactus, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* Silicon Laboratories, Inc. 3.34 WisdomTree, Inc. 3.15 Ligand Pharmaceuticals, Inc. 3.10 JBT Marel Corp 2.48 MYR Group, Inc. 2.32 ESCO Technologies, Inc. 2.23 Option Care Health, Inc. 2.01 Palomar Holdings, Inc. 1.96 Advanced Drainage Systems, Inc. 1.94 Cactus, Inc. 1.93 Top 10 Holdings Total 24.46”
Cactus, Inc. - March 2026
“We exited Cactus, Inc. (WHD) as we lost confidence that its major growth lever, expansion into the Middle East, would play out in 2026 amid the escalating conflict in the region.”
Cactus, Inc.
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