Position in IR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$163
-$1,025 QoQ
Shares Held
2
-86.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#881
of 885 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Lummis Asset Management, LP holds $822,679 across 3 Specialty Industrial Machinery names. IR ranks #3 (0.0% of the industry book) .
All Filings in IR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163 | 2 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $1,188 | 15 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,239 | 15 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,247 | 15 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,200 | 15 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,356 | 15 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,472 | 15 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,362 | 15 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,424 | 15 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,160 | 15 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||