GENEVA CAPITAL MANAGEMENT LLC

Position in DCI — DONALDSON Co INC

CIK 1009232 MILWAUKEE, WI

Position in DCI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$42,510,044

-$8,782,922 QoQ

Shares Held

473,544

-21.6% QoQ

Ownership

0.409%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#45

of 629 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $92,099,260 across 5 Specialty Industrial Machinery names. DCI ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DCI	DONALDSON Co INC This page	473,544	$42,510,044
2	IEX	Idex Corp /De/	98,720	$22,404,503
3	CSW	Csw Industrials, Inc.	52,743	$14,678,376
4	CR	Crane Co	32,617	$7,275,873
5	GNRC	Generac Holdings Inc.	17,863	$5,230,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,510,044	473,544	-21.6%	Shares	Sole	2026-08-06
2026-03-31	$51,292,966	604,371	-7.9%	Shares	Sole	2026-05-06
2025-12-31	$58,210,431	656,558	-10.7%	Shares	Sole	2026-02-12
2025-09-30	$60,177,756	735,220	-0.2%	Shares	Other	2025-11-13
2025-06-30	$51,080,851	736,566	+5.9%	Shares	Other	2025-08-05
2025-03-31	$46,647,270	695,605	-0.4%	Shares	Other	2025-05-09
2024-12-31	$47,033,400	698,343	-1.3%	Shares	Sole	2025-02-06
2024-09-30	$52,129,925	707,326	+0.2%	Shares	Sole	2024-11-05
2024-06-30	$50,513,773	705,894	-2.3%	Shares	Other	2024-08-14
2024-03-31	$53,948,010	722,389	-0.8%	Shares	Sole	2024-05-03
2023-12-31	$47,606,821	728,490	-0.3%	Shares	Sole	2024-02-07
2023-09-30	$43,558,670	730,360	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$45,483,650	727,622	-0.1%	Shares	Sole	2023-08-01
2023-03-31	$47,593,851	728,403	+1.2%	Shares	Sole	2023-05-15
2022-12-31	$42,385,928	719,992	+0.2%	Shares	Sole	2023-02-07
2022-09-30	$35,217,358	718,575	+3.8%	Shares	Sole	2022-11-02
2022-06-30	$33,319,954	692,147	-1.2%	Shares	Sole	2022-08-02
2022-03-31	$36,369,849	700,363	-1.1%	Shares	Sole	2022-05-02
2021-12-31	$41,967,871	708,199	-2.1%	Shares	Sole	2022-02-02
2021-09-30	$41,542,908	723,618	-0.6%	Shares	Sole	2021-11-08
2021-06-30	$46,227,540	727,649	-1.6%	Shares	Sole	2021-08-11
2021-03-31	$43,026,884	739,802	-2.2%	Shares	Sole	2021-05-03
2020-12-31	$42,264,837	756,350	+2.9%	Shares	Sole	2021-02-02
2020-09-30	$34,121,624	735,063	+2.5%	Shares	Sole	2020-11-12
2020-06-30	$33,348,279	716,859	-11.4%	Shares	Sole	2020-08-13
2020-03-31	$31,269,593	809,464	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.