PALISADE CAPITAL MANAGEMENT, LP
Position in HLIO — Helios Technologies, Inc.
CIK 1009006
FORT LEE, NJ
Position in HLIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,544,028
New position
Shares Held
39,709
first reported quarter
Ownership
0.121%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#83
of 281 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 88%
Shared 0%
None 12%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PALISADE CAPITAL MANAGEMENT, LP holds $62,233,125 across 8 Specialty Industrial Machinery names. HLIO ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
128,040 | $30,977,997 | |
| 2 | ETN |
Eaton Corp plc
|
40,401 | $17,215,674 | |
| 3 | HLIO |
Helios Technologies, Inc.
This page
|
39,709 | $3,544,028 | |
| 4 | DCI |
DONALDSON Co INC
|
37,183 | $3,337,917 | |
| 5 | GEV |
GE Vernova Inc.
|
2,839 | $3,335,427 | |
| 6 | MIDD |
MIDDLEBY Corp
|
23,830 | $3,297,602 | |
| 7 | ROK |
Rockwell Automation, Inc
|
630 | $311,900 | |
| 8 | GNRC |
Generac Holdings Inc.
|
726 | $212,580 |
All Filings in HLIO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,544,028 | 39,709 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||