Position in IEX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$9,898,651
+$1,691,136 QoQ
Shares Held
43,616
+0.7% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#159
of 677 holders
Holding Since
Dec 2023
8 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, 2026Jefferies Financial Group Inc. holds $167,968,439 across 23 Specialty Industrial Machinery names. IEX ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
40,030 | $39,154,143 | |
| 2 | AME |
Ametek Inc/
|
125,512 | $30,366,373 | |
| 3 | GEV |
GE Vernova Inc.
|
12,236 | $14,375,586 | |
| 4 | OTIS |
Otis Worldwide Corp
|
193,236 | $13,835,697 | |
| 5 | IEX |
Idex Corp /De/
This page
|
43,616 | $9,898,651 | |
| 6 | CR |
Crane Co
|
42,350 | $9,447,014 | |
| 7 | WTS |
Watts Water Technologies Inc
|
22,337 | $8,743,818 | |
| 8 | ITW |
Illinois Tool Works Inc
|
31,604 | $8,547,933 |
All Filings in IEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,898,651 | 43,616 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $8,207,515 | 43,300 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $5,233,037 | 29,409 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $697,589 | 4,286 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $787,607 | 4,486 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,064,284 | 5,881 | Shares | Defined | 2025-05-08 | |
| 2024-03-31 | $341,628 | 1,400 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $353,889 | 1,630 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||