HARVEY INVESTMENT CO LLC

Position in DCI — DONALDSON Co INC

CIK 1162781 LOUISVILLE, KY

Position in DCI

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$5,769,802

-$364,051 QoQ

Shares Held

67,984

-1.7% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.11390915509531.ToString("F0")% Shared 0.ToString("F0")% None 15.886090844904682.ToString("F0")%

Industrials · as of Mar 31, 2026

HARVEY INVESTMENT CO LLC holds $81,855,680 across 10 Specialty Industrial Machinery names. DCI ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDSN	Nordson Corp	96,741	$25,738,910
2	IEX	Idex Corp /De/	112,239	$21,274,902
3	ITW	Illinois Tool Works Inc	33,889	$8,820,967
4	AME	Ametek Inc/	39,972	$8,568,397
5	DCI	DONALDSON Co INC This page	67,984	$5,769,802
6	AOS	Smith A O Corp	73,650	$4,856,481
7	GGG	Graco Inc	36,955	$3,128,240
8	GEV	GE Vernova Inc.	1,800	$1,571,220

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,769,802	67,984	-1.7%	Shares	Defined	2026-04-21
2025-12-31	$6,133,853	69,184	0.0%	Shares	Defined	2026-01-22
2025-09-30	$5,662,710	69,184	-2.1%	Shares	Defined	2025-10-22
2025-06-30	$4,901,935	70,684	-2.8%	Shares	Defined	2025-07-23
2025-03-31	$4,874,189	72,684	-1.1%	Shares	Defined	2025-04-22
2024-12-31	$4,951,504	73,519	0.0%	Shares	Defined	2025-01-28
2024-09-30	$5,418,350	73,519	0.0%	Shares	Defined	2024-10-22
2024-06-30	$5,261,019	73,519	0.0%	Shares	Defined	2024-07-23
2024-03-31	$5,490,398	73,519	-2.0%	Shares	Defined	2024-04-24
2023-12-31	$4,902,491	75,019	-17.9%	Shares	Defined	2024-01-24
2023-09-30	$5,447,636	91,342	+63.8%	Shares	Defined	2023-10-18
2023-06-30	$3,485,495	55,759	-40.2%	Shares	Defined	2023-07-25
2023-03-31	$6,095,699	93,292	0.0%	Shares	Defined	2023-05-08
2022-12-31	$5,492,100	93,292	-0.3%	Shares	Defined	2023-01-20
2022-09-30	$4,585,473	93,562	-8.8%	Shares	Defined	2022-10-17
2022-06-30	$4,937,334	102,562	-11.3%	Shares	Defined	2022-07-19
2022-03-31	$6,002,848	115,595	-10.6%	Shares	Defined	2022-04-20
2021-12-31	$7,664,984	129,345	-10.3%	Shares	Defined	2022-01-20
2021-09-30	$8,275,077	144,140	-22.6%	Shares	Defined	2021-11-02
2021-06-30	$11,826,744	186,160	-1.2%	Shares	Defined	2021-07-23
2021-03-31	$10,960,833	188,460	-3.8%	Shares	Defined	2021-04-22
2020-12-31	$10,952,815	196,006	-0.5%	Shares	Defined	2021-01-21
2020-09-30	$9,147,200	197,053	0.0%	Shares	Defined	2020-10-29
2020-06-30	$9,166,905	197,053	-3.6%	Shares	Defined	2020-07-17
2020-03-31	$7,896,667	204,418	—	Shares	Defined	2020-04-21
No filing history on record for this holder in this stock.