Position in IEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$116,553,349
+$35,801,448 QoQ
Shares Held
513,564
+20.5% QoQ
Ownership
0.697%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#31
of 681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $1,186,816,315 across 9 Specialty Industrial Machinery names. IEX ranks #6 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
241,272 | $283,460,821 | |
| 2 | RRX |
Regal Rexnord Corp
|
856,976 | $204,123,113 | |
| 3 | AME |
Ametek Inc/
|
723,798 | $175,115,688 | |
| 4 | ITT |
Itt Inc.
|
830,382 | $164,216,344 | |
| 5 | ROK |
Rockwell Automation, Inc
|
237,136 | $117,401,290 | |
| 6 | IEX |
Idex Corp /De/
This page
|
513,564 | $116,553,349 | |
| 7 | NPO |
Enpro Inc.
|
286,554 | $108,010,799 | |
| 8 | CMI |
Cummins Inc
|
15,389 | $10,975,588 |
All Filings in IEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,553,349 | 513,564 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $80,751,901 | 426,019 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $71,531,524 | 401,998 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $64,824,541 | 398,283 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $77,016,238 | 438,664 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $80,568,386 | 445,203 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $74,142,238 | 354,256 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $76,395,891 | 356,158 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $78,697,368 | 391,140 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $87,817,917 | 359,880 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $80,505,473 | 370,805 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $74,900,305 | 360,063 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $75,512,562 | 350,797 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $73,286,874 | 317,218 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $135,920,282 | 595,280 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $117,773,403 | 589,309 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $105,852,329 | 582,791 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $100,968,852 | 526,620 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $114,268,045 | 483,531 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $107,391,942 | 518,927 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $117,499,658 | 533,968 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $105,506,071 | 504,042 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $97,298,244 | 488,445 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $37,156,734 | 203,699 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $26,757,278 | 169,307 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,170,772 | 138,808 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||