Ron Baron acquired 354k Quanta Services shares worth $133M. That's 0.37% of their equity portfolio (54th largest holding). The first Quanta Services trade was made in Q1 2023. Since then Ron Baron bought shares seven more times and sold shares on two occasions. The stake costed the investor $64.3M, netting the investor a gain of 107% so far.
Baron Funds, an investment management company, released its ¡°Baron Asset Fund¡± first quarter 2023 investor letter. A copy of the same can be downloaded here....