Position in KAI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,842,550
-$481,237 QoQ
Shares Held
24,958
-12.3% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#67
of 325 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KAI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $166,697,664 across 23 Specialty Industrial Machinery names. KAI ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
65,571 | $27,941,109 | |
| 2 | EMR |
Emerson Electric Co
|
188,086 | $26,924,509 | |
| 3 | GEV |
GE Vernova Inc.
|
19,376 | $22,764,084 | |
| 4 | PH |
Parker-Hannifin Corp
|
16,938 | $16,567,395 | |
| 5 | XYL |
Xylem Inc.
|
83,563 | $9,877,981 | |
| 6 | GNRC |
Generac Holdings Inc.
|
32,990 | $9,659,800 | |
| 7 | KAI |
Kadant Inc
This page
|
24,958 | $7,842,550 | |
| 8 | FLS |
Flowserve Corp
|
97,464 | $7,227,930 |
All Filings in KAI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,842,550 | 24,958 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $8,323,787 | 28,472 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $4,467,686 | 15,675 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $5,012,734 | 16,845 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $5,685,845 | 17,911 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $6,283,370 | 18,650 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $6,579,648 | 19,072 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $6,908,720 | 20,440 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $4,281,254 | 14,573 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $2,966,679 | 9,042 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,726,440 | 13,294 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,735,783 | 16,563 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,287,745 | 14,803 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $3,120,291 | 14,964 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,809,217 | 15,815 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,449,604 | 14,685 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,494,729 | 13,681 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,727,980 | 14,048 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $3,133,374 | 13,595 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,570,434 | 12,594 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,101,458 | 11,934 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,147,225 | 11,606 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,609,426 | 11,416 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,185,211 | 10,812 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,003,675 | 10,071 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $513,592 | 6,880 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||