Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,129,550
-$14,505,289 QoQ
Shares Held
106,321
-47.8% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#104
of 681 holders
Holding Since
Mar 2025
5 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, 2026Sone Capital Management, LLC holds $24,751,968 across 2 Specialty Industrial Machinery names. IEX ranks #1 (97.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IEX |
Idex Corp /De/
This page
|
106,321 | $24,129,550 | |
| 2 | OTIS |
Otis Worldwide Corp
|
8,693 | $622,418 |
All Filings in IEX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,129,550 | 106,321 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,634,839 | 203,824 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $14,774,050 | 90,772 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,046,112 | 228,092 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,900,949 | 165,226 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||