Value Aligned Research Advisors, LLC

Position in EROC — ERock, Inc.

CIK 1963565 PRINCETON, NJ

Position in EROC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$19,515,840

New position

Shares Held

1,345,920

first reported quarter

Ownership

0.613%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#10

of 89 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Value Aligned Research Advisors, LLC holds $156,879,099 across 4 Specialty Industrial Machinery names. EROC ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INIO	Innio N.V.	1,355,362	$53,604,567
2	GEV	GE Vernova Inc.	44,433	$52,202,554
3	BW	Babcock & Wilcox Enterprises, Inc.	2,238,024	$31,556,138
4	EROC	ERock, Inc. This page	1,345,920	$19,515,840

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,515,840	1,345,920	—	Shares	Sole	2026-08-17
No filing history on record for this holder in this stock.