Position in IEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,400,658
+$1,389,764 QoQ
Shares Held
28,492
+15.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Aquatic Capital Management LLC holds $90,359,349 across 35 Specialty Industrial Machinery names. IEX ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
17,508 | $15,673,861 | |
| 2 | AME |
Ametek Inc/
|
62,950 | $13,493,962 | |
| 3 | OTIS |
Otis Worldwide Corp
|
100,609 | $7,754,941 | |
| 4 | SYM |
Symbotic Inc.
|
126,521 | $6,730,917 | |
| 5 | CMI |
Cummins Inc
|
11,968 | $6,439,023 | |
| 6 | IEX |
Idex Corp /De/
This page
|
28,492 | $5,400,658 | |
| 7 | RRX |
Regal Rexnord Corp
|
23,787 | $4,454,353 | |
| 8 | NDSN |
Nordson Corp
|
15,237 | $4,053,956 |
All Filings in IEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,400,658 | 28,492 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,010,894 | 24,643 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,973,898 | 28,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,985,643 | 16,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,411,661 | 6,745 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,244,100 | 5,800 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $2,301,366 | 10,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,016,290 | 14,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,553,708 | 25,800 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $273,996 | 1,200 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||