Position in IEX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,828,341
+$720,619 QoQ
Shares Held
20,197
+15.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026SummitTX Capital, L.P. holds $54,315,444 across 15 Specialty Industrial Machinery names. IEX ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
14,091 | $12,614,826 | |
| 2 | ETN |
Eaton Corp plc
|
27,299 | $9,764,033 | |
| 3 | AME |
Ametek Inc/
|
34,106 | $7,310,962 | |
| 4 | WTS |
Watts Water Technologies Inc
|
15,545 | $4,512,558 | |
| 5 | IEX |
Idex Corp /De/
This page
|
20,197 | $3,828,341 | |
| 6 | NPO |
Enpro Inc.
|
14,396 | $3,608,357 | |
| 7 | AOS |
Smith A O Corp
|
42,250 | $2,785,965 | |
| 8 | OTIS |
Otis Worldwide Corp
|
31,689 | $2,442,588 |
All Filings in IEX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,828,341 | 20,197 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,107,722 | 17,465 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,113,766 | 6,843 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,729,013 | 9,848 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,956,506 | 16,337 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||