Position in HLIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,874,011
+$5,048,433 QoQ
Shares Held
222,678
-2.8% QoQ
Ownership
0.676%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#34
of 281 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HLIO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $228,477,796 across 16 Specialty Industrial Machinery names. HLIO ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTES |
Gates Industrial Corp Ltd.
|
1,632,415 | $45,658,647 | |
| 2 | CR |
Crane Co
|
140,358 | $31,309,659 | |
| 3 | NPO |
Enpro Inc.
|
66,272 | $24,979,904 | |
| 4 | SXI |
Standex International Corp/De/
|
64,850 | $23,194,899 | |
| 5 | HLIO |
Helios Technologies, Inc.
This page
|
222,678 | $19,874,011 | |
| 6 | ITT |
Itt Inc.
|
92,158 | $18,225,166 | |
| 7 | GHM |
Graham Corp
|
127,051 | $15,727,643 | |
| 8 | GRC |
Gorman Rupp Co
|
115,963 | $10,638,445 |
All Filings in HLIO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,874,011 | 222,678 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,825,578 | 229,108 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,473,065 | 457,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,503,384 | 757,786 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $3,215,892 | 71,960 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,377,272 | 96,522 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,632,523 | 119,548 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,966,290 | 120,537 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,476,467 | 53,157 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||