Position in HLIO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$58,912,586
+$7,208,779 QoQ
Shares Held
660,085
-17.4% QoQ
Ownership
2.00%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#19
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WASATCH ADVISORS LP holds $1,016,152,925 across 8 Specialty Industrial Machinery names. HLIO ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SXI |
Standex International Corp/De/
|
846,255 | $302,680,025 | |
| 2 | KAI |
Kadant Inc
|
868,696 | $272,970,344 | |
| 3 | CSW |
Csw Industrials, Inc.
|
693,036 | $192,871,918 | |
| 4 | NPO |
Enpro Inc.
|
449,599 | $169,467,351 | |
| 5 | HLIO |
Helios Technologies, Inc.
This page
|
660,085 | $58,912,586 | |
| 6 | GHM |
Graham Corp
|
85,103 | $10,534,900 | |
| 7 | KRNT |
Kornit Digital Ltd.
|
433,968 | $7,051,980 | |
| 8 | AME |
Ametek Inc/
|
6,877 | $1,663,821 |
All Filings in HLIO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,912,586 | 660,085 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $51,703,807 | 799,008 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $31,568,995 | 590,185 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $44,556,084 | 854,711 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,067,875 | 811,144 | Shares | Sole | 2025-08-14 | |
| 2025-05-30 | $27,630,797 | 911,306 | Shares | Sole | 2025-06-06 | |
| 2025-03-31 | $109,342,439 | 3,407,368 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $158,275,762 | 3,545,604 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $169,007,205 | 3,543,128 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $199,927,435 | 4,186,962 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $186,345,457 | 4,169,735 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $173,923,100 | 3,835,129 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $213,589,622 | 3,849,849 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $268,604,101 | 4,064,217 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $281,494,614 | 4,304,199 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $251,524,721 | 4,620,219 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $233,450,892 | 4,613,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,784,758 | 4,615,619 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $374,631,476 | 4,668,305 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $486,049,360 | 4,621,559 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $392,900,701 | 4,785,053 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $376,364,983 | 4,822,101 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $347,725,219 | 4,771,857 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $256,399,558 | 4,811,401 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $170,825,018 | 4,692,995 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $174,027,343 | 4,671,875 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $135,108,960 | 3,563,000 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||