Position in CMI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,320,785
+$1,256,582 QoQ
Shares Held
3,254
+64.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#802
of 2,102 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Edgestream Partners, L.P. holds $78,666,936 across 17 Specialty Industrial Machinery names. CMI ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIDD |
MIDDLEBY Corp
|
78,694 | $10,889,949 | |
| 2 | WTS |
Watts Water Technologies Inc
|
23,100 | $9,042,495 | |
| 3 | AME |
Ametek Inc/
|
36,994 | $8,950,328 | |
| 4 | DCI |
DONALDSON Co INC
|
98,972 | $8,884,716 | |
| 5 | XYL |
Xylem Inc.
|
70,459 | $8,328,958 | |
| 6 | OTIS |
Otis Worldwide Corp
|
97,850 | $7,006,060 | |
| 7 | FELE |
Franklin Electric Co Inc
|
55,663 | $5,966,516 | |
| 8 | MWA |
Mueller Water Products, Inc.
|
202,070 | $5,219,468 |
All Filings in CMI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,320,785 | 3,254 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,064,203 | 1,978 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,522,558 | 10,819 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $10,734,140 | 32,776 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,448,401 | 20,573 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,781,315 | 19,453 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $237,014 | 732 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $597,614 | 2,158 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $949,362 | 3,222 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $412,141 | 1,804 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,118,665 | 4,563 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,553,101 | 14,874 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,928,074 | 12,085 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $305,672 | 1,502 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,967,813 | 10,168 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,770,830 | 13,509 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,168,344 | 28,277 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $8,716,460 | 33,640 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $20,542,103 | 90,454 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,014,213 | 61,632 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,366,381 | 30,973 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,791,531 | 28,019 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||