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Aristotle Small Cap Equity Fund Sold Westinghouse Air Brake Technologies Corporation (WAB) as It Grew Beyond Small-Cap Space
Yahoo Finance· 2026-02-16 13:01
Company Overview - Westinghouse Air Brake Technologies Corporation (NYSE:WAB) is a leading rail technology and equipment company that provides locomotives, equipment, systems, and services [2][3] - The company has a market capitalization of approximately $43.775 billion [2] Financial Performance - Westinghouse Air Brake Technologies Corporation reported $2.97 billion in sales for the fourth quarter of 2025, reflecting a year-over-year increase of 14.8% [4] - The stock closed at $256.06 per share on February 13, 2026, with a one-month return of 11.52% and a twelve-month increase of 36.06% [2] Investment Insights - The Aristotle Small Cap Equity Fund noted that Westinghouse Air Brake Technologies Corporation transitioned from a small-cap to a large-cap company, leading to a redeployment of capital into new positions with potential upside [3] - At the end of the third quarter, 62 hedge fund portfolios held shares of Westinghouse Air Brake Technologies Corporation, a decrease from 68 in the previous quarter [4]