Position in IEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,065,465
+$3,012,194 QoQ
Shares Held
26,726
+65.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#180
of 677 holders
Holding Since
Mar 2026
2 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, 2026HEARTLAND ADVISORS INC holds $58,407,614 across 8 Specialty Industrial Machinery names. IEX ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GTES |
Gates Industrial Corp Ltd.
|
782,644 | $21,890,552 | |
| 2 | DCI |
DONALDSON Co INC
|
132,479 | $11,892,639 | |
| 3 | IEX |
Idex Corp /De/
This page
|
26,726 | $6,065,465 | |
| 4 | MIDD |
MIDDLEBY Corp
|
40,521 | $5,607,352 | |
| 5 | AOS |
Smith A O Corp
|
83,505 | $5,237,433 | |
| 6 | GNRC |
Generac Holdings Inc.
|
16,153 | $4,729,759 | |
| 7 | EPAC |
Enerpac Tool Group Corp
|
70,402 | $2,524,615 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,700 | $459,799 |
All Filings in IEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,065,465 | 26,726 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $3,053,271 | 16,108 | Shares | Defined | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||