What smart money is saying about Cactus
WHD
No fund has written a full thesis on Cactus in our archive, but 4 fund letters report a position in it, most recently ClearBridge Investments SMID Cap Growth Strategy in September 2026.
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4
Reported positions
0
Bought
1
Sold
4
Letters
Position history
Between Q1 2025 and Q3 2026, 4 fund letters reported a position in Cactus, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q1 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- September 2026
“Energy holdings Cactus and Permian Resources benefited from higher oil prices tied to the Middle East conflict, along with strong international orders at Cactus and raised production guidance and accretive acquisitions at Permian.”
Cactus - 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 - 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 - March 2025
“Cactus Inc., a manufacturer of highly engineered wellhead systems and pressure control equipment, retreated by -21%.”
Cactus
Read the letters behind these Cactus positions
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