Position in PH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,124,968
+$9,908,574 QoQ
Shares Held
25,687
+51.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#289
of 1,972 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PH Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Gotham Asset Management, LLC holds $901,388,634 across 35 Specialty Industrial Machinery names. PH ranks #17 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDSN |
Nordson Corp
|
282,929 | $85,356,850 | |
| 2 | CMI |
Cummins Inc
|
84,478 | $60,250,554 | |
| 3 | DCI |
DONALDSON Co INC
|
657,057 | $58,984,006 | |
| 4 | XYL |
Xylem Inc.
|
460,584 | $54,445,634 | |
| 5 | GNRC |
Generac Holdings Inc.
|
185,862 | $54,422,252 | |
| 6 | RRX |
Regal Rexnord Corp
|
217,374 | $51,776,313 | |
| 7 | ROK |
Rockwell Automation, Inc
|
101,968 | $50,482,317 | |
| 8 | AOS |
Smith A O Corp
|
765,609 | $48,018,996 |
All Filings in PH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,124,968 | 25,687 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,216,394 | 16,997 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,301,924 | 13,996 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,035,631 | 11,918 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,282,528 | 7,563 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,926,885 | 14,686 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,439,803 | 10,125 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,647,312 | 21,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,949,269 | 21,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,915,448 | 23,238 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,796,841 | 38,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,169,588 | 26,108 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,978,860 | 12,765 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,657 | 957 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $267,429 | 919 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,395,799 | 34,649 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,097,206 | 36,973 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,859,763 | 6,554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,301,110 | 4,090 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,637,777 | 16,586 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,179,360 | 20,121 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,531,609 | 20,707 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,885,707 | 25,277 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $613,899 | 3,034 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||