VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
Position in HLIO — Helios Technologies, Inc.
CIK 1021642
HOUSTON, TX
Position in HLIO
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$44,848,686
+$4,263,847 QoQ
Shares Held
693,072
-8.7% QoQ
Ownership
2.10%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $786,697,049 across 12 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
257,923 | $183,953,261 | |
| 2 | ETN |
Eaton Corp plc
|
385,910 | $164,443,967 | |
| 3 | JBTM |
JBT MAREL Corp
|
711,816 | $103,213,320 | |
| 4 | CR |
Crane Co
|
262,707 | $58,602,048 | |
| 5 | FLS |
Flowserve Corp
|
732,775 | $54,342,592 | |
| 6 | RRX |
Regal Rexnord Corp
|
190,855 | $45,459,750 | |
| 7 | GNRC |
Generac Holdings Inc.
|
131,050 | $38,372,749 | |
| 8 | PH |
Parker-Hannifin Corp
|
37,020 | $36,210,002 |
All Filings in HLIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,848,686 | 693,072 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $40,584,839 | 758,737 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $40,422,486 | 775,417 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $20,201,094 | 605,367 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $25,348,370 | 789,915 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $32,182,089 | 720,925 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $578,843 | 12,210 | Shares | Defined | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||