Position in IEX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,460
-$3,512,881 QoQ
Shares Held
1,390
-93.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#452
of 677 holders
Holding Since
Mar 2025
6 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, 2026SummitTX Capital, L.P. holds $29,079,221 across 19 Specialty Industrial Machinery names. IEX ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AME |
Ametek Inc/
|
35,586 | $8,609,676 | |
| 2 | WTS |
Watts Water Technologies Inc
|
10,870 | $4,255,061 | |
| 3 | AOS |
Smith A O Corp
|
66,075 | $4,144,224 | |
| 4 | CR |
Crane Co
|
17,635 | $3,933,839 | |
| 5 | MIDD |
MIDDLEBY Corp
|
10,751 | $1,487,714 | |
| 6 | PNR |
PENTAIR plc
|
18,501 | $1,418,286 | |
| 7 | EROC |
ERock, Inc.
|
55,000 | $797,500 | |
| 8 | CXT |
Crane NXT, Co.
|
13,365 | $683,753 |
All Filings in IEX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,460 | 1,390 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||