SANDLER CAPITAL MANAGEMENT

Position in ROK — Rockwell Automation, Inc

CIK 1000742 NEW YORK, NY

Position in ROK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,937,743

+$1,229,673 QoQ

Shares Held

3,914

+98.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#561

of 1,527 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SANDLER CAPITAL MANAGEMENT holds $8,408,655 across 6 Specialty Industrial Machinery names. ROK ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AME	Ametek Inc/	12,553	$3,037,072
2	ROK	Rockwell Automation, Inc This page	3,914	$1,937,743
3	IEX	Idex Corp /De/	6,941	$1,575,259
4	ETN	Eaton Corp plc	1,905	$811,758
5	NDSN	Nordson Corp	2,346	$707,764
6	FLS	Flowserve Corp	4,572	$339,059

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,937,743	3,914	+98.4%	Shares	Sole	2026-08-14
2026-03-31	$708,070	1,973	-50.9%	Shares	Sole	2026-05-15
2025-12-31	$1,564,061	4,020	+30.0%	Shares	Sole	2026-02-17
2025-09-30	$1,081,096	3,093	-53.3%	Shares	Sole	2025-11-14
2025-06-30	$2,200,626	6,625	-11.7%	Shares	Sole	2025-08-14
2024-09-30	$2,013,450	7,500	-77.3%	Shares	Sole	2024-11-14
2023-12-31	$10,261,984	33,052	-32.7%	Shares	Sole	2024-02-14
2023-09-30	$14,029,641	49,077	-3.6%	Shares	Sole	2023-11-14
2023-06-30	$16,767,357	50,895	+27.1%	Shares	Sole	2023-08-14
2023-03-31	$11,747,683	40,033	-27.8%	Shares	Sole	2023-05-15
2022-12-31	$14,281,998	55,449	-30.7%	Shares	Sole	2023-02-14
2022-09-30	$17,212,887	80,019	+32.3%	Shares	Sole	2022-11-14
2022-06-30	$12,051,877	60,468	+69.3%	Shares	Sole	2022-08-15
2022-03-31	$10,002,671	35,720	+4.8%	Shares	Sole	2022-05-16
2021-12-31	$11,895,785	34,100	+100.8%	Shares	Sole	2022-02-14
2021-09-30	$4,993,387	16,982	-26.9%	Shares	Sole	2021-11-15
2021-06-30	$6,646,532	23,238	-67.3%	Shares	Sole	2021-08-16
2020-06-30	$15,114,480	70,960	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.