Position in FIP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$20,812
+$7,019 QoQ
Shares Held
4,213
+40.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FIP Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026CWM, LLC holds $61,054,331 across 19 Conglomerates names. FIP ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
|
55,926 | $22,346,351 | |
| 2 | HON |
Honeywell International Inc
|
76,637 | $18,166,938 | |
| 3 | MMM |
3M Co
|
116,373 | $16,900,850 | |
| 4 | DLX |
Deluxe Corp
|
34,601 | $952,911 | |
| 5 | OTTR |
Otter Tail Corp
|
8,407 | $737,882 | |
| 6 | GHC |
Graham Holdings Co
|
624 | $659,730 | |
| 7 | TTI |
Tetra Technologies Inc
|
72,207 | $615,203 | |
| 8 | CODI |
Compass Diversified Holdings
|
34,732 | $272,993 |
All Filings in FIP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,812 | 4,213 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,793 | 2,992 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,498 | 3,096 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,057 | 1,468 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1 | 116 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1 | 79 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1 | 147 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4 | 410 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||