Position in IEX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,373,100
-$3,130,205 QoQ
Shares Held
7,244
-71.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 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)
Derivatives in IEX
reported options exposure · as of Dec 31, 2025CallValue
$10,996,692
CallShares
61,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Waratah Capital Advisors Ltd. holds $66,510,653 across 7 Specialty Industrial Machinery names. IEX ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CR |
Crane Co
|
161,298 | $27,581,958 | |
| 2 | AME |
Ametek Inc/
|
77,196 | $16,547,734 | |
| 3 | RRX |
Regal Rexnord Corp
|
55,144 | $10,326,265 | |
| 4 | ATS |
ATS Corp /ATS
|
223,983 | $6,316,320 | |
| 5 | GEV |
GE Vernova Inc.
|
3,057 | $2,668,455 | |
| 6 | GFUZ |
General Fusion Group Ltd.
|
167,010 | $1,696,821 | |
| 7 | IEX |
Idex Corp /De/
This page
|
7,244 | $1,373,100 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,373,100 | 7,244 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,503,305 | 25,308 | Shares | Sole | 2026-02-09 | |
| 2025-12-31 | $10,996,692 | 61,800 | Call | Sole | 2026-02-09 | |
| 2025-06-30 | $1,827,156 | 10,407 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $625,423 | 2,563 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||