1832 Asset Management L.P.

Position in AOS — Smith A O Corp

CIK 944388 TORONTO, A6

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Position in AOS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$92,080,047

+$9,911,356 QoQ

Shares Held

1,468,113

+17.8% QoQ

Ownership

1.08%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#17

of 610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

1832 Asset Management L.P. holds $1,413,891,971 across 14 Specialty Industrial Machinery names. AOS ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	1,167,727	$497,591,829
2	EMR	Emerson Electric Co	2,124,889	$304,177,860
3	GEV	GE Vernova Inc.	171,011	$200,913,983
4	AME	Ametek Inc/	585,373	$141,625,143
5	AOS	Smith A O Corp This page	1,468,113	$92,080,047
6	ITW	Illinois Tool Works Inc	238,387	$64,476,531
7	CMI	Cummins Inc	86,651	$61,800,359
8	GNRC	Generac Holdings Inc.	58,021	$16,989,129

All Filings in AOS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$92,080,047	1,468,113	+17.8%	Shares	Sole	2026-08-13
2026-03-31	$82,168,691	1,246,113	+3.3%	Shares	Sole	2026-05-14
2025-12-31	$80,645,107	1,205,818	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$88,291,968	1,202,724	-3.3%	Shares	Sole	2025-11-14
2025-06-30	$81,587,374	1,244,279	+20.6%	Shares	Sole	2025-08-13
2025-03-31	$67,441,519	1,031,847	+11.0%	Shares	Sole	2025-05-14
2024-12-31	$63,421,453	929,797	+2.3%	Shares	Sole	2025-02-14
2024-09-30	$81,655,739	909,003	-9.2%	Shares	Sole	2024-11-13
2024-06-30	$81,848,286	1,000,835	+0.3%	Shares	Sole	2024-08-13
2024-03-31	$89,307,023	998,290	+15.1%	Shares	Sole	2024-05-14
2023-12-31	$71,518,183	867,518	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$57,819,971	874,338	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$63,826,822	876,983	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$60,987,257	881,956	-1.6%	Shares	Sole	2023-05-12
2022-12-31	$51,311,767	896,432	+6.9%	Shares	Sole	2023-02-15
2022-09-30	$40,754,733	838,920	+27.4%	Shares	Sole	2022-11-14
2022-06-30	$36,017,497	658,696	-0.8%	Shares	Sole	2022-08-15
2022-03-31	$42,434,715	664,184	+3.8%	Shares	Sole	2022-05-16
2021-12-31	$54,925,370	639,783	-2.0%	Shares	Sole	2022-02-15
2021-09-30	$39,872,175	652,893	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$47,014,033	652,429	-3.1%	Shares	Sole	2021-08-20
2021-03-31	$45,521,001	673,288	-3.8%	Shares	Sole	2021-05-17
2020-12-31	$38,382,716	700,159	-32.0%	Shares	Sole	2021-02-16
2020-09-30	$54,388,857	1,030,092	-0.0%	Shares	Sole	2020-11-16
2020-06-30	$48,548,489	1,030,316	-13.4%	Shares	Sole	2020-08-14
2020-03-31	$45,004,373	1,190,277	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.