Position in MLI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,188,494
+$1,680,116 QoQ
Shares Held
256,110
+17.5% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MLI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Mar 31, 2026CWM, LLC holds $31,772,703 across 12 Metal Fabrication names. MLI ranks #1 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLI |
Mueller Industries Inc
This page
|
256,110 | $14,188,494 | |
| 2 | CRS |
Carpenter Technology Corp
|
26,236 | $10,340,919 | |
| 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 | $14,188,494 | 128,055 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,508,378 | 108,958 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,577,891 | 74,947 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $83,205 | 1,047 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $89,616 | 1,177 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $73,090 | 921 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $73,729 | 995 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $100,669 | 1,768 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $44,600 | 827 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $28,478 | 604 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $30,214 | 402 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $32,293 | 370 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,187 | 370 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $21,830 | 370 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $19,139 | 322 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $15,187 | 285 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,438 | 285 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $16,917 | 285 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||