Position in IEX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,637,654
+$1,921,245 QoQ
Shares Held
19,191
+99.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 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, 2026Y-Intercept (Hong Kong) Ltd holds $38,989,936 across 20 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
|
18,028 | $4,876,033 | |
| 2 | GGG |
Graco Inc
|
63,564 | $4,806,074 | |
| 3 | OTIS |
Otis Worldwide Corp
|
66,935 | $4,792,546 | |
| 4 | ITT |
Itt Inc.
|
19,407 | $3,837,928 | |
| 5 | CMI |
Cummins Inc
|
5,263 | $3,753,624 | |
| 6 | EPAC |
Enerpac Tool Group Corp
|
95,152 | $3,412,150 | |
| 7 | MWA |
Mueller Water Products, Inc.
|
129,939 | $3,356,324 | |
| 8 | XYL |
Xylem Inc.
|
18,953 | $2,240,434 |
All Filings in IEX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,637,654 | 19,191 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,716,409 | 9,646 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,241,197 | 32,202 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,827,039 | 38,885 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,501,729 | 13,824 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,147,106 | 10,259 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,255,049 | 11,208 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $411,361 | 1,911 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $1,208,322 | 5,292 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $752,156 | 3,923 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $254,817 | 1,158 | Shares | Sole | 2021-08-26 | |
| 2021-03-31 | $1,052,460 | 5,028 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||