Azimuth Capital Investment Management LLC
Position in GNRC — Generac Holdings Inc.
CIK 1942364
BLOOMFIELD HILLS, MI
Position in GNRC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,597,265
+$7,399,721 QoQ
Shares Held
80,589
-2.8% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#110
of 994 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GNRC Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $66,374,319 across 9 Specialty Industrial Machinery names. GNRC ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
This page
|
80,589 | $23,597,265 | |
| 2 | CMI |
Cummins Inc
|
27,079 | $19,313,013 | |
| 3 | EMR |
Emerson Electric Co
|
63,637 | $9,109,636 | |
| 4 | ROK |
Rockwell Automation, Inc
|
17,092 | $8,461,907 | |
| 5 | NDSN |
Nordson Corp
|
11,908 | $3,592,524 | |
| 6 | ITW |
Illinois Tool Works Inc
|
3,432 | $928,253 | |
| 7 | PH |
Parker-Hannifin Corp
|
705 | $689,574 | |
| 8 | DCI |
DONALDSON Co INC
|
5,350 | $480,269 |
All Filings in GNRC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,597,265 | 80,589 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,197,544 | 82,924 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||