Heron Bay Capital Management
Position in CSW — Csw Industrials, Inc.
CIK 1842149
BLOOMFIELD HILLS, MI
Position in CSW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,107,271
+$4,390,538 QoQ
Shares Held
34,950
+117.5% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Heron Bay Capital Management holds $28,548,518 across 2 Specialty Industrial Machinery names. CSW ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
54,172 | $19,441,247 | |
| 2 | CSW |
Csw Industrials, Inc.
This page
|
34,950 | $9,107,271 |
All Filings in CSW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,107,271 | 34,950 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,716,733 | 16,069 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,894,923 | 16,045 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||