CAPSTONE INVESTMENT ADVISORS, LLC
Position in HLIO — Helios Technologies, Inc.
CIK 1426196
NEW YORK, NY
Position in HLIO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$775,404
+$547,496 QoQ
Shares Held
8,688
+146.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
of 281 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $32,208,919 across 20 Specialty Industrial Machinery names. HLIO ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INIO |
Innio N.V.
|
400,000 | $15,820,000 | |
| 2 | GEV |
GE Vernova Inc.
|
3,596 | $4,224,796 | |
| 3 | OTIS |
Otis Worldwide Corp
|
19,861 | $1,422,047 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,761 | $1,287,707 | |
| 5 | CMI |
Cummins Inc
|
1,666 | $1,188,207 | |
| 6 | FELE |
Franklin Electric Co Inc
|
10,113 | $1,084,012 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
38,753 | $1,000,989 | |
| 8 | HLIO |
Helios Technologies, Inc.
This page
|
8,688 | $775,404 |
All Filings in HLIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,404 | 8,688 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $227,908 | 3,522 | Shares | Defined | 2026-05-15 | |
| 2024-03-31 | $396,623 | 8,875 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||