Position in AIT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,453,926
+$2,346,358 QoQ
Shares Held
16,787
+104.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026CWM, LLC holds $30,797,696 across 20 Industrial Distribution names. AIT ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SITE |
SiteOne Landscape Supply, Inc.
|
63,064 | $8,394,449 | |
| 2 | AIT |
Applied Industrial Technologies Inc
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|
16,787 | $4,453,926 | |
| 3 | WCC |
Wesco International Inc
|
14,949 | $4,090,345 | |
| 4 | FERG |
Ferguson Enterprises Inc. /DE/
|
14,638 | $3,414,459 | |
| 5 | FAST |
Fastenal Co
|
57,865 | $2,684,936 | |
| 6 | GWW |
W.W. Grainger, Inc.
|
2,405 | $2,623,398 | |
| 7 | QXO |
QXO, Inc.
|
76,878 | $1,492,970 | |
| 8 | CNM |
Core & Main, Inc.
|
26,607 | $1,314,385 |
All Filings in AIT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,453,926 | 16,787 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,107,568 | 8,208 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,867,029 | 7,152 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $789,167 | 3,395 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $794,548 | 3,526 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $815,395 | 3,405 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $749,939 | 3,361 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $618,084 | 3,186 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $612,207 | 3,099 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $542,764 | 3,143 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $497,689 | 3,219 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $466,931 | 3,224 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $458,369 | 3,225 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $432,408 | 3,431 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $351,404 | 3,419 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $307,263 | 3,195 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $53,999 | 526 | Shares | Sole | 2022-04-21 | |
| 2021-06-30 | $23,948 | 263 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $23,977 | 263 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $20,511 | 263 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $14,491 | 263 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $16,408 | 263 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $12,024 | 263 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||