Position in BOC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,228
-$9,168 QoQ
Shares Held
362
-66.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6.077348066298343.ToString("F0")%
Shared 0.ToString("F0")%
None 93.92265193370166.ToString("F0")%
Common Shares in BOC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026CWM, LLC holds $61,962,083 across 20 Conglomerates names. BOC ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
|
55,926 | $22,346,351 | |
| 2 | HON |
Honeywell International Inc
|
80,374 | $19,052,897 | |
| 3 | MMM |
3M Co
|
116,373 | $16,900,850 | |
| 4 | DLX |
Deluxe Corp
|
34,601 | $952,911 | |
| 5 | OTTR |
Otter Tail Corp
|
8,407 | $737,882 | |
| 6 | GHC |
Graham Holdings Co
|
624 | $659,730 | |
| 7 | TTI |
Tetra Technologies Inc
|
72,207 | $615,203 | |
| 8 | CODI |
Compass Diversified Holdings
|
34,732 | $272,993 |
All Filings in BOC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,228 | 362 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,396 | 1,083 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,046 | 80 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,271 | 233 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,878 | 266 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,474 | 245 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,843 | 124 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,418 | 254 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $572 | 37 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $755 | 48 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,998 | 305 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,431 | 448 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $9,468 | 400 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $10,600 | 400 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,216 | 400 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,260 | 400 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,074 | 200 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,746 | 200 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $6,342 | 200 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $5,912 | 200 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $5,530 | 200 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $3,200 | 200 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,200 | 200 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,622 | 200 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||