Position in BWEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,425
-$1,602 QoQ
Shares Held
3,570
+11.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWEN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $500,987,682 across 64 Specialty Industrial Machinery names. BWEN ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
139,815 | $122,044,512 | |
| 2 | ETN |
Eaton Corp plc
|
286,501 | $102,472,811 | |
| 3 | PH |
Parker-Hannifin Corp
|
67,154 | $60,118,945 | |
| 4 | CMI |
Cummins Inc
|
69,085 | $37,169,110 | |
| 5 | EMR |
Emerson Electric Co
|
217,573 | $28,506,413 | |
| 6 | ITW |
Illinois Tool Works Inc
|
79,475 | $20,686,546 | |
| 7 | NPO |
Enpro Inc.
|
56,132 | $14,069,484 | |
| 8 | ROK |
Rockwell Automation, Inc
|
34,963 | $12,547,520 |
All Filings in BWEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,425 | 3,570 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,027 | 3,190 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,260 | 10,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,186 | 10,600 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $17,965 | 12,390 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $18,329 | 9,750 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $23,348 | 10,286 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $37,018 | 11,286 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,223 | 5,136 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $19,766 | 7,136 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $27,635 | 8,636 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,259 | 7,136 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $21,642 | 5,636 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,088 | 5,636 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,020 | 5,636 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,243 | 5,636 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,230 | 5,636 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $9,365 | 4,982 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $28,132 | 10,862 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $58,263 | 12,862 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $159,468 | 24,162 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,357 | 2,189 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $8,750 | 3,049 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,308 | 3,549 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,247 | 3,749 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||