Position in IEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,785,816
+$217,964 QoQ
Shares Held
14,697
+1.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026CWM, LLC holds $167,279,657 across 57 Specialty Industrial Machinery names. IEX ranks #12 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
47,707 | $41,643,440 | |
| 2 | ETN |
Eaton Corp plc
|
81,269 | $29,067,483 | |
| 3 | CMI |
Cummins Inc
|
35,722 | $19,219,150 | |
| 4 | AME |
Ametek Inc/
|
63,904 | $13,698,461 | |
| 5 | ITT |
Itt Inc.
|
52,916 | $10,082,085 | |
| 6 | DOV |
DOVER Corp
|
34,351 | $7,160,465 | |
| 7 | PH |
Parker-Hannifin Corp
|
6,432 | $5,758,183 | |
| 8 | ITW |
Illinois Tool Works Inc
|
19,570 | $5,093,875 |
All Filings in IEX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,785,816 | 14,697 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,567,852 | 14,431 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $959,307 | 5,894 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $366,239 | 2,086 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $301,496 | 1,666 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $436,369 | 2,085 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $442,728 | 2,064 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $376,042 | 1,869 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $428,499 | 1,756 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $432,483 | 1,992 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $357,586 | 1,719 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $358,838 | 1,667 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $376,347 | 1,629 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $346,604 | 1,518 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $303,772 | 1,520 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $263,363 | 1,450 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $226,433 | 1,181 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $207,016 | 876 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $37,188 | 169 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $35,375 | 169 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $33,664 | 169 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $30,827 | 169 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $26,708 | 169 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $23,340 | 169 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||