Informed Momentum Co LLC

Position in GHM — Graham Corp

CIK 1510989 Solana Beach, CA

Position in GHM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$4,457,164

+$568,552 QoQ

Shares Held

56,477

-6.7% QoQ

Ownership

0.483%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 45.11394018804115.ToString("F0")% Shared 0.ToString("F0")% None 54.88605981195885.ToString("F0")%

Industrials · as of Mar 31, 2026

Informed Momentum Co LLC holds $26,567,735 across 8 Specialty Industrial Machinery names. GHM ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BW	Babcock & Wilcox Enterprises, Inc.	475,486	$6,984,889
2	GHM	Graham Corp This page	56,477	$4,457,164
3	WTS	Watts Water Technologies Inc	15,145	$4,396,442
4	FLS	Flowserve Corp	50,239	$3,693,068
5	THR	Thermon Group Holdings, Inc.	62,328	$3,141,331
6	GNRC	Generac Holdings Inc.	13,080	$2,554,916
7	TAYD	Taylor Devices, Inc.	13,924	$793,668
8	TWIN	Twin Disc Inc	36,248	$546,257

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,457,164	56,477	-6.7%	Shares	Sole	2026-05-13
2025-12-31	$3,888,612	60,542	+423.1%	Shares	Sole	2026-02-12
2025-09-30	$635,357	11,573	-54.8%	Shares	Sole	2025-11-14
2025-06-30	$1,266,366	25,578	+66.1%	Shares	Sole	2025-08-12
2024-12-31	$684,704	15,397	-35.4%	Shares	Sole	2025-02-13
2024-09-30	$705,751	23,851	-21.1%	Shares	Sole	2024-11-13
2024-06-30	$851,699	30,245	-15.2%	Shares	Sole	2024-08-12
2024-03-31	$973,404	35,682	+13.4%	Shares	Sole	2024-05-13
2023-12-31	$596,872	31,464	-65.1%	Shares	Sole	2024-02-14
2023-09-30	$1,496,689	90,162	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,197,351	90,162	-29.4%	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.