Graham Capital Management, L.P.

Position in AIT — Applied Industrial Technologies Inc

CIK 1315421 ROWAYTON, CT

Position in AIT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,809,936

+$1,141,083 QoQ

Shares Held

11,267

+12.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#200

of 614 holders

Holding Since

Mar 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Graham Capital Management, L.P. holds $21,135,546 across 8 Industrial Distribution names. AIT ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	175,804	$8,443,866
2	POOL	Pool Corp	22,174	$4,765,192
3	AIT	Applied Industrial Technologies Inc This page	11,267	$3,809,936
4	WSO	Watsco Inc	5,974	$2,489,545
5	GIC	GLOBAL INDUSTRIAL Co	16,170	$541,048
6	WCC	Wesco International Inc	1,559	$538,525
7	SITE	SiteOne Landscape Supply, Inc.	2,981	$341,056
8	MSM	Msc Industrial Direct Co Inc	1,735	$206,378

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,809,936	11,267	+12.0%	Shares	Sole	2026-08-14
2026-03-31	$2,668,853	10,059	+693.9%	Shares	Sole	2026-05-15
2025-12-31	$325,327	1,267	-68.5%	Shares	Sole	2026-02-17
2023-06-30	$583,230	4,027	-73.1%	Shares	Sole	2023-08-14
2023-03-31	$2,126,691	14,963	+227.6%	Shares	Sole	2023-05-15
2022-12-31	$575,579	4,567	-67.5%	Shares	Sole	2023-02-14
2022-09-30	$1,446,422	14,073	+8.9%	Shares	Sole	2022-11-14
2022-06-30	$1,242,997	12,925	-23.9%	Shares	Sole	2022-08-15
2022-03-31	$1,742,653	16,975	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.