Gotham Asset Management, LLC

Position in AOS — Smith A O Corp

CIK 1510387 NEW YORK, NY

Position in AOS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$48,018,996

+$29,015,352 QoQ

Shares Held

765,609

+165.7% QoQ

Ownership

0.563%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#36

of 610 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Gotham Asset Management, LLC holds $901,388,634 across 35 Specialty Industrial Machinery names. AOS ranks #8 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDSN	Nordson Corp	282,929	$85,356,850
2	CMI	Cummins Inc	84,478	$60,250,554
3	DCI	DONALDSON Co INC	657,057	$58,984,006
4	XYL	Xylem Inc.	460,584	$54,445,634
5	GNRC	Generac Holdings Inc.	185,862	$54,422,252
6	RRX	Regal Rexnord Corp	217,374	$51,776,313
7	ROK	Rockwell Automation, Inc	101,968	$50,482,317
8	AOS	Smith A O Corp This page	765,609	$48,018,996

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,018,996	765,609	+165.7%	Shares	Sole	2026-08-14
2026-03-31	$19,003,644	288,196	+135.1%	Shares	Sole	2026-05-15
2025-12-31	$8,198,484	122,585	-58.1%	Shares	Sole	2026-02-17
2025-09-30	$21,477,270	292,566	+15.3%	Shares	Sole	2025-11-14
2025-06-30	$16,642,715	253,816	+187.7%	Shares	Sole	2025-08-14
2025-03-31	$5,766,843	88,232	+58.6%	Shares	Sole	2025-05-15
2024-12-31	$3,793,635	55,617	+150.2%	Shares	Sole	2025-02-14
2024-09-30	$1,996,920	22,230	-73.4%	Shares	Sole	2024-11-14
2024-06-30	$6,842,041	83,664	+65.3%	Shares	Sole	2024-08-14
2024-03-31	$4,528,375	50,619	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$4,113,920	49,902	-41.3%	Shares	Sole	2024-02-14
2023-09-30	$5,622,901	85,028	+29.1%	Shares	Sole	2023-11-14
2023-06-30	$4,792,926	65,855	+190.8%	Shares	Sole	2023-08-14
2023-03-31	$1,565,901	22,645	+4.7%	Shares	Sole	2023-05-15
2022-12-31	$1,237,528	21,620	-25.1%	Shares	Sole	2023-02-14
2022-09-30	$1,402,650	28,873	-43.9%	Shares	Sole	2022-11-14
2022-06-30	$2,814,324	51,469	-28.3%	Shares	Sole	2022-08-15
2022-03-31	$4,588,324	71,816	+181.9%	Shares	Sole	2022-05-16
2021-12-31	$2,187,114	25,476	-8.7%	Shares	Sole	2022-02-14
2021-09-30	$1,703,242	27,890	-44.2%	Shares	Sole	2021-11-15
2021-06-30	$3,599,397	49,950	+108.3%	Shares	Sole	2021-08-16
2021-03-31	$1,621,084	23,977	-7.1%	Shares	Sole	2021-05-17
2020-12-31	$1,415,013	25,812	+43.8%	Shares	Sole	2021-02-16
2020-06-30	$845,851	17,951	-81.5%	Shares	Sole	2020-08-13
2020-03-31	$3,671,577	97,106	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.