Position in GHM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,008,285
-$987,226 QoQ
Shares Held
215,513
-23.1% QoQ
Ownership
1.84%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GHM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026First Eagle Investment Management, LLC holds $515,473,126 across 14 Specialty Industrial Machinery names. GHM ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
767,231 | $412,785,622 | |
| 2 | NPO |
Enpro Inc.
|
69,855 | $17,509,155 | |
| 3 | GHM |
Graham Corp
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|
215,513 | $17,008,285 | |
| 4 | THR |
Thermon Group Holdings, Inc.
|
305,373 | $15,390,798 | |
| 5 | OTIS |
Otis Worldwide Corp
|
196,033 | $15,110,223 | |
| 6 | PKOH |
Park Ohio Holdings Corp
|
481,247 | $11,569,177 | |
| 7 | FLS |
Flowserve Corp
|
111,759 | $8,215,404 | |
| 8 | JBTM |
JBT MAREL Corp
|
63,000 | $8,055,810 |
All Filings in GHM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,008,285 | 215,513 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,995,511 | 280,173 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $16,836,347 | 306,673 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,163,780 | 346,673 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $10,610,745 | 368,173 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,696,709 | 352,973 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,392,688 | 351,223 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,832,721 | 313,662 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,985,647 | 292,729 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,252,717 | 276,896 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,370,365 | 263,275 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,050,097 | 229,676 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,303,225 | 99,635 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||