Position in KAI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,260,124
+$482,754 QoQ
Shares Held
14,572
+10.0% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KAI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Callan Family Office, LLC holds $60,800,494 across 25 Specialty Industrial Machinery names. KAI ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
25,852 | $7,504,577 | |
| 2 | GEV |
GE Vernova Inc.
|
8,342 | $7,281,731 | |
| 3 | ETN |
Eaton Corp plc
|
19,422 | $6,946,666 | |
| 4 | GGG |
Graco Inc
|
71,844 | $6,081,594 | |
| 5 | KAI |
Kadant Inc
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|
14,572 | $4,260,124 | |
| 6 | DCI |
DONALDSON Co INC
|
44,183 | $3,749,811 | |
| 7 | EMR |
Emerson Electric Co
|
24,021 | $3,147,231 | |
| 8 | PH |
Parker-Hannifin Corp
|
3,422 | $3,063,511 |
All Filings in KAI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,260,124 | 14,572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,777,370 | 13,253 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,275,034 | 14,366 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,779,209 | 15,055 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $424,506 | 1,260 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $738,278 | 2,140 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $205,166 | 607 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||