JOHO CAPITAL LLC: HUBBELL INC (HUBB): Quarterly 13F Position History
As of Q2 2026, JOHO CAPITAL LLC reported 61,000 shares of HUBBELL INC (HUBB), worth $31.9M and representing 6.9% of its 13F equity book. Quarter-over-quarter share count change: + 37,100 (+155.2%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 61,000Shares Held (Latest Filing)
- $31.9MReported Market Value (Latest Filing)
- 6.9%Portfolio Weight (% of 13F Equity Book)
- +37,100Quarter-over-Quarter Share Change
- +$20.2MQuarter-over-Quarter Value Change
- 61,000Peak Reported Shares (Historical)
Recent initiation: JOHO CAPITAL LLC first reported HUBB on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 61,000 | +37,100 | +155.2% | $31.9M | 6.9% | $523.2 |
| Q1 2026 | 23,900 | – | – | $11.7M | 3.1% | $490.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did JOHO CAPITAL LLC first disclose a HUBB position in 13F-HR filings?
JOHO CAPITAL LLC first reported HUBBELL INC (HUBB) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was JOHO CAPITAL LLC's most recent quarter-over-quarter share-count change in HUBB?
Between Q1 2026 and Q2 2026, JOHO CAPITAL LLC added 37,100 shares of HUBB (+155.2%), bringing the total reported position to 61,000 shares at a market value of $31.9M.
Does the implied price-per-share represent JOHO CAPITAL LLC's cost basis in HUBB?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.