2 tracked superinvestors hold Wabtec (WAB), worth $940M combined, led by Will Danoff. Smart money is holding WAB as of the latest 13F filings.
Current price
$282.86
+46.5%
1Y
Westinghouse Air Brake Technologies Corporation (WAB) delivers a comprehensive suite of advanced technological solutions, equipment, and services tailored for the global freight railway and urban mass transit sectors. Its operations are bifurcated into two principal divisions: Freight and Transit. The Freight segment develops, produces, and maintains critical components for both newly…
Market cap
$45.0B
P/E
37.42
Div yield
0.4%
Revenue YoY
7.5%
Analyst target
$327
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$940M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding WAB steady this quarter — buys and sells are balanced.
Wabtec (WAB) is held by 2 tracked funds worth $940M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Will Danoff at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.6% | $925M | |
| Trimmed | 0.3% | $15M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
4 insiders filed SEC Form 144 for $5M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Rogerio Guimaraes Mendonca | Officer | 2,910 | $864K | 2026-08-21 |
| Michael E Fetsko | Officer | 3,250 | $953K | 2026-08-20 |
| Eric Gebhardt | Officer | 7,100 | $2M | 2026-07-24 |
| David L Deninno | Officer | 3,000 | $904K | 2026-07-24 |
Which superinvestors own WAB?
2 tracked funds hold Wabtec (WAB), the largest being Will Danoff (Fidelity Contrafund) at 0.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling WAB?
In the most recent 13F quarter, 1 tracked fund added or opened WAB and 1 trimmed it.
How much WAB do tracked funds hold?
Combined disclosed long exposure to WAB across tracked superinvestors is $940M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.