Position in GHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,835,312
+$2,378,148 QoQ
Shares Held
55,217
-2.2% QoQ
Ownership
0.470%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#46
of 221 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in GHM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $25,092,668 across 7 Specialty Industrial Machinery names. GHM ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GHM |
Graham Corp
This page
|
55,217 | $6,835,312 | |
| 2 | GRC |
Gorman Rupp Co
|
69,046 | $6,334,280 | |
| 3 | GNRC |
Generac Holdings Inc.
|
18,274 | $5,350,809 | |
| 4 | BW |
Babcock & Wilcox Enterprises, Inc.
|
216,327 | $3,050,210 | |
| 5 | TWIN |
Twin Disc Inc
|
59,773 | $1,386,733 | |
| 6 | PKOH |
Park Ohio Holdings Corp
|
33,395 | $1,284,037 | |
| 7 | BWEN |
Broadwind, Inc.
|
176,250 | $851,287 |
All Filings in GHM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,835,312 | 55,217 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,457,164 | 56,477 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,888,612 | 60,542 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $635,357 | 11,573 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,266,366 | 25,578 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $684,704 | 15,397 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $705,751 | 23,851 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $851,699 | 30,245 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $973,404 | 35,682 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $596,872 | 31,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,496,689 | 90,162 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,197,351 | 90,162 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,670,224 | 127,693 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||