Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,623,142
+$22,089,512 QoQ
Shares Held
178,996
+83.1% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#72
of 681 holders
Holding Since
Mar 2020
8 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, 2026HRT FINANCIAL LP holds $444,018,090 across 36 Specialty Industrial Machinery names. IEX ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
96,564 | $68,870,410 | |
| 2 | OTIS |
Otis Worldwide Corp
|
891,285 | $63,816,006 | |
| 3 | WTS |
Watts Water Technologies Inc
|
146,402 | $57,309,062 | |
| 4 | ETN |
Eaton Corp plc
|
119,735 | $51,021,478 | |
| 5 | IEX |
Idex Corp /De/
This page
|
178,996 | $40,623,142 | |
| 6 | CR |
Crane Co
|
147,441 | $32,889,663 | |
| 7 | DOV |
DOVER Corp
|
82,632 | $18,532,704 | |
| 8 | PH |
Parker-Hannifin Corp
|
14,784 | $14,460,526 |
All Filings in IEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,623,142 | 178,996 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||