Position in GHM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,096,170
+$1,577,786 QoQ
Shares Held
89,916
+4.7% QoQ
Ownership
0.769%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026De Lisle Partners LLP holds $21,630,037 across 7 Specialty Industrial Machinery names. GHM ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GHM |
Graham Corp
This page
|
89,916 | $7,096,170 | |
| 2 | THR |
Thermon Group Holdings, Inc.
|
104,194 | $5,251,377 | |
| 3 | GTES |
Gates Industrial Corp plc
|
137,509 | $3,109,078 | |
| 4 | TAYD |
Taylor Devices, Inc.
|
43,876 | $2,500,932 | |
| 5 | GNRC |
Generac Holdings Inc.
|
10,000 | $1,953,300 | |
| 6 | PSIX |
Power Solutions International, Inc.
|
21,000 | $1,278,480 | |
| 7 | BW |
Babcock & Wilcox Enterprises, Inc.
|
30,000 | $440,700 |
All Filings in GHM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,096,170 | 89,916 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,518,384 | 85,916 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,826,588 | 87,916 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,352,721 | 87,916 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,447,279 | 84,916 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,826,068 | 63,550 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,880,444 | 63,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,789,568 | 63,550 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,383,968 | 50,732 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||