LECAP ASSET MANAGEMENT LTD

Position in AIT — Applied Industrial Technologies Inc

CIK 1990849 LONDON, X0

Position in AIT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$596,834

-$707,213 QoQ

Shares Held

1,765

-64.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#377

of 614 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LECAP ASSET MANAGEMENT LTD holds $2,084,211 across 5 Industrial Distribution names. AIT ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIT	Applied Industrial Technologies Inc This page	1,765	$596,834
2	CNM	Core & Main, Inc.	10,211	$492,680
3	MSM	Msc Industrial Direct Co Inc	3,918	$466,046
4	WCC	Wesco International Inc	858	$296,378
5	FAST	Fastenal Co	4,836	$232,273

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,834	1,765	-64.1%	Shares	Sole	2026-07-30
2026-03-31	$1,304,047	4,915	+9.5%	Shares	Sole	2026-04-30
2025-12-31	$1,152,126	4,487	+35.6%	Shares	Sole	2026-01-27
2025-09-30	$863,814	3,309	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.