Gotham Asset Management, LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 1510387
NEW YORK, NY
Position in AIT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,688,177
+$911,504 QoQ
Shares Held
28,977
+9.8% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Gotham Asset Management, LLC holds $192,284,530 across 11 Industrial Distribution names. AIT ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
163,005 | $38,022,546 | |
| 2 | WCC |
Wesco International Inc
|
121,062 | $33,124,984 | |
| 3 | FAST |
Fastenal Co
|
598,940 | $27,790,816 | |
| 4 | WSO |
Watsco Inc
|
63,568 | $23,125,402 | |
| 5 | MSM |
Msc Industrial Direct Co Inc
|
241,967 | $22,326,295 | |
| 6 | POOL |
Pool Corp
|
76,232 | $15,424,020 | |
| 7 | GWW |
W.W. Grainger, Inc.
|
13,238 | $14,440,144 | |
| 8 | AIT |
Applied Industrial Technologies Inc
This page
|
28,977 | $7,688,177 |
All Filings in AIT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,688,177 | 28,977 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,776,673 | 26,392 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,003,009 | 30,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $925,615 | 3,982 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $945,906 | 3,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $400,295 | 1,794 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $859,808 | 4,432 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,275,975 | 6,459 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,459,748 | 8,453 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,799,196 | 11,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $807,572 | 5,576 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $563,403 | 3,964 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $234,749 | 2,284 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $364,057 | 3,998 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $459,679 | 5,042 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $736,615 | 9,445 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $605,163 | 10,983 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $884,939 | 14,184 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||