Position in MLI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,094,247
+$840,058 QoQ
Shares Held
128,055
+17.5% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2.435672172113545.ToString("F0")%
Shared 0.ToString("F0")%
None 97.56432782788646.ToString("F0")%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Mar 31, 2026CWM, LLC holds $24,678,456 across 12 Metal Fabrication names. MLI ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
26,236 | $10,340,919 | |
| 2 | MLI |
Mueller Industries Inc
This page
|
128,055 | $7,094,247 | |
| 3 | ATI |
Ati Inc
|
36,466 | $5,304,344 | |
| 4 | ESAB |
ESAB Corp
|
5,525 | $534,046 | |
| 5 | CMC |
COMMERCIAL METALS Co
|
8,425 | $517,547 | |
| 6 | RYZ |
Ryerson Holding Corp
|
14,532 | $326,679 | |
| 7 | PRLB |
Proto Labs Inc
|
3,486 | $198,771 | |
| 8 | IIIN |
Insteel Industries Inc
|
4,473 | $150,337 |
All Filings in MLI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,094,247 | 128,055 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,254,189 | 108,958 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,788,945 | 74,947 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $41,602 | 1,047 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $44,808 | 1,177 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $36,545 | 921 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $36,864 | 995 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $50,334 | 1,768 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $22,300 | 827 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $14,239 | 604 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,553 | 402 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,073 | 370 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,796 | 370 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,457 | 370 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,784 | 322 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,796 | 285 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,859 | 285 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,229 | 285 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||