Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$416,680
+$44,286 QoQ
Shares Held
1,836
-19.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#421
of 677 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CI INVESTMENTS INC. holds $488,409,915 across 22 Specialty Industrial Machinery names. IEX ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
179,612 | $211,018,954 | |
| 2 | OTIS |
Otis Worldwide Corp
|
844,938 | $60,497,560 | |
| 3 | CSW |
Csw Industrials, Inc.
|
200,343 | $55,755,456 | |
| 4 | EMR |
Emerson Electric Co
|
284,112 | $40,670,632 | |
| 5 | INIO |
Innio N.V.
|
963,082 | $38,089,893 | |
| 6 | AME |
Ametek Inc/
|
136,981 | $33,141,183 | |
| 7 | PH |
Parker-Hannifin Corp
|
13,560 | $13,263,307 | |
| 8 | ETN |
Eaton Corp plc
|
22,481 | $9,579,603 |
All Filings in IEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,680 | 1,836 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $372,394 | 2,288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $435,940 | 2,483 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $460,025 | 2,542 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $485,762 | 2,321 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $132,346 | 617 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $110,861 | 551 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $137,139 | 562 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $102,258 | 471 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $145,197 | 698 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $145,515 | 676 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $151,786 | 657 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $155,949 | 683 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $125,106 | 626 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $99,169 | 546 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $144,947 | 756 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $343,845 | 1,455 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $322,428 | 1,558 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $346,358 | 1,574 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $246,369 | 1,177 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $304,975 | 1,531 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $267,048 | 1,464 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $137,020 | 867 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $98,058 | 710 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||