Concentric Capital Strategies, LP
Position in AIT — Applied Industrial Technologies Inc
CIK 1851869
Stamford, CT
Position in AIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,566,129
+$1,785,430 QoQ
Shares Held
10,546
+52.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#208
of 614 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Concentric Capital Strategies, LP holds $13,943,740 across 6 Industrial Distribution names. AIT ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
|
17,541 | $4,163,005 | |
| 2 | AIT |
Applied Industrial Technologies Inc
This page
|
10,546 | $3,566,129 | |
| 3 | WCC |
Wesco International Inc
|
9,005 | $3,110,597 | |
| 4 | REZI |
Resideo Technologies, Inc.
|
76,230 | $1,649,792 | |
| 5 | CNM |
Core & Main, Inc.
|
15,692 | $757,139 | |
| 6 | BXC |
BlueLinx Holdings Inc.
|
11,265 | $697,078 |
All Filings in AIT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,566,129 | 10,546 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,780,699 | 6,935 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $831,955 | 3,692 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||