Position in IEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,533,630
+$17,655,891 QoQ
Shares Held
97,777
+2618.3% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026HRT FINANCIAL LP holds $331,891,885 across 34 Specialty Industrial Machinery names. IEX ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTIS |
Otis Worldwide Corp
|
681,861 | $52,557,845 | |
| 2 | GEV |
GE Vernova Inc.
|
57,302 | $50,018,915 | |
| 3 | CMI |
Cummins Inc
|
77,413 | $41,649,742 | |
| 4 | AME |
Ametek Inc/
|
122,766 | $26,316,119 | |
| 5 | SMR |
NUSCALE POWER Corp
|
2,247,770 | $24,365,826 | |
| 6 | IEX |
Idex Corp /De/
This page
|
97,777 | $18,533,630 | |
| 7 | PH |
Parker-Hannifin Corp
|
18,532 | $16,590,587 | |
| 8 | BW |
Babcock & Wilcox Enterprises, Inc.
|
870,111 | $12,781,930 |
All Filings in IEX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,533,630 | 97,777 | Shares | Defined | 2026-05-14 | |
| 2024-03-31 | $877,739 | 3,597 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $269,650 | 1,242 | Shares | Defined | 2024-02-09 | |
| 2023-06-30 | $7,184,087 | 33,374 | Shares | Defined | 2023-08-11 | |
| 2022-06-30 | $908,513 | 5,002 | Shares | Defined | 2022-08-12 | |
| 2020-06-30 | $3,467,081 | 21,938 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $538,905 | 3,902 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||