TWO SIGMA INVESTMENTS, LP
Position in AIT — Applied Industrial Technologies Inc
CIK 1179392
NEW YORK, NY
Position in AIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$175,522,167
+$45,474,774 QoQ
Shares Held
519,066
+5.9% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#13
of 614 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $288,684,984 across 15 Industrial Distribution names. AIT ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
519,066 | $175,522,167 | |
| 2 | WSO |
Watsco Inc
|
95,682 | $39,873,559 | |
| 3 | XMTR |
Xometry, Inc.
|
205,888 | $19,872,309 | |
| 4 | MSM |
Msc Industrial Direct Co Inc
|
160,747 | $19,120,855 | |
| 5 | GWW |
W.W. Grainger, Inc.
|
5,542 | $7,539,336 | |
| 6 | BXC |
BlueLinx Holdings Inc.
|
104,205 | $6,448,205 | |
| 7 | FAST |
Fastenal Co
|
105,267 | $5,055,974 | |
| 8 | WCC |
Wesco International Inc
|
12,729 | $4,396,978 |
All Filings in AIT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,522,167 | 519,066 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $130,047,393 | 490,153 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,633,162 | 286,767 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,490,173 | 143,613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,786,142 | 132,442 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,035,437 | 4,595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,119,761 | 4,676 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,029,075 | 4,612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,880,598 | 35,467 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,100,748 | 5,572 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $392,351 | 2,272 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,982,444 | 25,758 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,304,492 | 29,721 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $312,176 | 2,477 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,675,774 | 26,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,371,359 | 24,658 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $268,447 | 4,872 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||