Position in AIT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,251,740
+$1,761,750 QoQ
Shares Held
6,659
+254.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#253
of 614 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Oak Thistle LLC holds $14,823,014 across 7 Industrial Distribution names. AIT ranks #4 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSM |
Msc Industrial Direct Co Inc
|
26,822 | $3,190,476 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
27,151 | $3,106,345 | |
| 3 | WCC |
Wesco International Inc
|
7,128 | $2,462,225 | |
| 4 | AIT |
Applied Industrial Technologies Inc
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|
6,659 | $2,251,740 | |
| 5 | CNM |
Core & Main, Inc.
|
32,020 | $1,544,965 | |
| 6 | WSO |
Watsco Inc
|
2,905 | $1,210,600 | |
| 7 | POOL |
Pool Corp
|
4,917 | $1,056,663 |
All Filings in AIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,251,740 | 6,659 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $489,990 | 1,877 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||