Position in EVI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$357,350
-$140,233 QoQ
Shares Held
24,178
0.0% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 73 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $3,138,466 across 2 Industrial Distribution names. EVI ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REZI |
Resideo Technologies, Inc.
|
128,504 | $2,781,116 | |
| 2 | EVI |
Evi Industries, Inc.
This page
|
24,178 | $357,350 |
All Filings in EVI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,350 | 24,178 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $497,583 | 24,178 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $595,745 | 24,178 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $764,266 | 24,178 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $542,737 | 24,862 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $417,184 | 24,862 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $406,493 | 24,862 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $533,392 | 27,594 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $522,078 | 27,594 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $687,090 | 27,594 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $654,805 | 27,594 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $752,691 | 30,326 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $667,194 | 30,327 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $600,474 | 30,327 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $723,953 | 30,329 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $550,204 | 30,331 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $303,006 | 30,331 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $563,853 | 30,331 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $947,237 | 30,331 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $825,003 | 30,331 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $861,400 | 30,331 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $872,622 | 30,331 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $907,503 | 30,331 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $820,279 | 30,826 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $669,232 | 30,826 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $203,972 | 12,926 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||