CWM, LLC

Position in ESAB — ESAB Corp

CIK 1535847 OMAHA, NE

Position in ESAB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$534,046

+$96,774 QoQ

Shares Held

5,525

+41.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 2.3529411764705883.ToString("F0")% Shared 0.ToString("F0")% None 97.6470588235294.ToString("F0")%

Industrials · as of Mar 31, 2026

CWM, LLC holds $24,678,456 across 12 Metal Fabrication names. ESAB ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRS	Carpenter Technology Corp	26,236	$10,340,919
2	MLI	Mueller Industries Inc	128,055	$7,094,247
3	ATI	Ati Inc	36,466	$5,304,344
4	ESAB	ESAB Corp This page	5,525	$534,046
5	CMC	COMMERCIAL METALS Co	8,425	$517,547
6	RYZ	Ryerson Holding Corp	14,532	$326,679
7	PRLB	Proto Labs Inc	3,486	$198,771
8	IIIN	Insteel Industries Inc	4,473	$150,337

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$534,046	5,525	+41.2%	Shares	Sole	2026-05-14
2025-12-31	$437,272	3,914	+2409.0%	Shares	Sole	2026-01-26
2025-09-30	$17,431	156	-24.6%	Shares	Sole	2025-10-15
2025-06-30	$24,953	207	-10.0%	Shares	Sole	2025-07-25
2025-03-31	$26,795	230	+26.4%	Shares	Sole	2025-05-01
2024-12-31	$21,829	182	+5.2%	Shares	Sole	2025-02-04
2024-09-30	$18,391	173	+16.1%	Shares	Sole	2024-10-08
2024-06-30	$14,070	149	-17.2%	Shares	Sole	2024-07-10
2024-03-31	$19,902	180	+46.3%	Shares	Sole	2024-04-05
2023-12-31	$10,654	123	-66.7%	Shares	Sole	2024-02-01
2023-09-30	$25,911	369	+24.2%	Shares	Sole	2023-10-11
2023-06-30	$19,762	297	-2.3%	Shares	Sole	2023-08-03
2023-03-31	$17,957	304	-8.7%	Shares	Sole	2023-05-01
2022-12-31	$15,624	333	+6.7%	Shares	Sole	2023-02-01
2022-09-30	$10,408	312	+316.0%	Shares	Sole	2022-10-27
2022-06-30	$3,281	75	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.