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Equibles

HARVEY INVESTMENT CO LLC

Position in DCI — DONALDSON Co INC

CIK 1162781 LOUISVILLE, KY
Back to DCI Full portfolio

Position in DCI

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$6,091,253
+$321,451 QoQ
Shares Held
67,854
-0.2% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#128
of 631 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 0% None 16%

Common Shares in DCI Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

HARVEY INVESTMENT CO LLC holds $89,780,137 across 10 Specialty Industrial Machinery names. DCI ranks #5 (6.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NDSN
Nordson Corp
 94,586 $28,535,650
2 IEX
Idex Corp /De/
 110,017 $24,968,358
3 AME
Ametek Inc/
 37,517 $9,076,862
4 ITW
Illinois Tool Works Inc
 33,031 $8,933,894
5 DCI
DONALDSON Co INC
This page 		67,854 $6,091,253
6 AOS
Smith A O Corp
 79,225 $4,968,992
7 GGG
Graco Inc
 36,955 $2,794,167
8 GEV
GE Vernova Inc.
 1,800 $2,114,748

All Filings in DCI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,091,253 67,854
2026-03-31 $5,769,802 67,984
2025-12-31 $6,133,853 69,184
2025-09-30 $5,662,710 69,184
2025-06-30 $4,901,935 70,684
2025-03-31 $4,874,189 72,684
2024-12-31 $4,951,504 73,519
2024-09-30 $5,418,350 73,519
2024-06-30 $5,261,019 73,519
2024-03-31 $5,490,398 73,519
2023-12-31 $4,902,491 75,019
2023-09-30 $5,447,636 91,342
2023-06-30 $3,485,495 55,759
2023-03-31 $6,095,699 93,292
2022-12-31 $5,492,100 93,292
2022-09-30 $4,585,473 93,562
2022-06-30 $4,937,334 102,562
2022-03-31 $6,002,848 115,595
2021-12-31 $7,664,984 129,345
2021-09-30 $8,275,077 144,140
2021-06-30 $11,826,744 186,160
2021-03-31 $10,960,833 188,460
2020-12-31 $10,952,815 196,006
2020-09-30 $9,147,200 197,053
2020-06-30 $9,166,905 197,053
2020-03-31 $7,896,667 204,418