Position in GHM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$24,029,248
+$7,020,963 QoQ
Shares Held
194,113
-9.9% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 221 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GHM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026First Eagle Investment Management, LLC holds $533,431,971 across 15 Specialty Industrial Machinery names. GHM ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
536,868 | $382,899,625 | |
| 2 | NPO |
Enpro Inc.
|
90,130 | $33,972,700 | |
| 3 | GHM |
Graham Corp
This page
|
194,113 | $24,029,248 | |
| 4 | PKOH |
Park Ohio Holdings Corp
|
477,847 | $18,373,217 | |
| 5 | GTES |
Gates Industrial Corp Ltd.
|
536,800 | $15,014,296 | |
| 6 | OTIS |
Otis Worldwide Corp
|
205,863 | $14,739,790 | |
| 7 | FLS |
Flowserve Corp
|
177,409 | $13,156,650 | |
| 8 | JBTM |
JBT MAREL Corp
|
84,300 | $12,223,500 |
All Filings in GHM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,029,248 | 194,113 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||