Position in JBTM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,531,005
+$9,533,687 QoQ
Shares Held
189,869
+34.9% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#55
of 385 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JBTM Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026ADVISORY RESEARCH INC holds $35,148,026 across 4 Specialty Industrial Machinery names. JBTM ranks #1 (78.3% of the industry book) .
All Filings in JBTM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,531,005 | 189,869 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $17,997,318 | 140,747 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,647,217 | 130,399 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,549,371 | 132,071 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,098,123 | 133,861 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $23,961,098 | 196,081 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $23,709,234 | 186,540 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,520,006 | 96,640 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,385,375 | 88,295 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,717,407 | 83,110 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $1,975,076 | 19,860 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,669,385 | 34,900 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||