Position in DE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$4,049,000
+$500,583 QoQ
Shares Held
7,188
-13.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $15,762,659 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (25.7% of the industry book) .
All Filings in DE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,049,000 | 7,188 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $3,548,417 | 8,276 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,776,629 | 8,316 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,563,762 | 8,561 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $3,628,627 | 8,734 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,424,442 | 9,987 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $3,365,778 | 10,045 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $3,196,963 | 9,064 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $3,430,489 | 9,169 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $2,509,429 | 9,327 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,074,900 | 9,362 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,474,852 | 9,385 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||