Position in HLIO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$18,655,481
+$8,996,543 QoQ
Shares Held
209,025
+40.0% QoQ
Ownership
0.634%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#37
of 283 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Leeward Investments, LLC - MA holds $225,442,147 across 9 Specialty Industrial Machinery names. HLIO ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RRX |
Regal Rexnord Corp
|
213,781 | $50,920,496 | |
| 2 | NPO |
Enpro Inc.
|
105,620 | $39,811,346 | |
| 3 | SXI |
Standex International Corp/De/
|
104,823 | $37,492,042 | |
| 4 | GTES |
Gates Industrial Corp Ltd.
|
1,064,115 | $29,763,296 | |
| 5 | ITT |
Itt Inc.
|
104,308 | $20,627,950 | |
| 6 | HLIO |
Helios Technologies, Inc.
This page
|
209,025 | $18,655,481 | |
| 7 | DOV |
DOVER Corp
|
55,761 | $12,506,077 | |
| 8 | EPAC |
Enerpac Tool Group Corp
|
238,308 | $8,545,724 |
All Filings in HLIO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,655,481 | 209,025 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,658,938 | 149,265 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||