Position in CDRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,963,918
-$6,401,022 QoQ
Shares Held
748,498
+4.1% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CDRE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Select Equity Group, L.P. holds $503,321,746 across 9 Aerospace & Defense names. CDRE ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAE |
Cae Inc
|
8,251,691 | $214,956,550 | |
| 2 | BWXT |
BWX Technologies, Inc.
|
726,424 | $148,546,443 | |
| 3 | TDG |
TransDigm Group INC
|
47,943 | $55,564,019 | |
| 4 | MOG-A |
Moog Inc.
|
100,774 | $29,490,503 | |
| 5 | CDRE |
Cadre Holdings, Inc.
This page
|
748,498 | $22,963,918 | |
| 6 | LOAR |
Loar Holdings Inc.
|
203,637 | $11,666,363 | |
| 7 | GE |
General Electric Co
|
39,265 | $11,142,229 | |
| 8 | MRCY |
Mercury Systems Inc
|
83,466 | $6,085,506 |
All Filings in CDRE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,963,918 | 748,498 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,364,940 | 719,024 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,792,936 | 733,852 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,458,875 | 485,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,245,648 | 447,337 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,748,043 | 54,119 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,454,357 | 38,323 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||