Position in SHMD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$74,157
New position
Shares Held
13,992
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Sepio Capital, LP holds $8,739,482 across 8 Specialty Industrial Machinery names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,785 | $4,839,129 | |
| 2 | IEX |
Idex Corp /De/
|
4,209 | $955,232 | |
| 3 | NDSN |
Nordson Corp
|
2,737 | $825,725 | |
| 4 | ETN |
Eaton Corp plc
|
1,697 | $723,125 | |
| 5 | GEV |
GE Vernova Inc.
|
422 | $495,790 | |
| 6 | GGG |
Graco Inc
|
4,711 | $356,198 | |
| 7 | EMR |
Emerson Electric Co
|
2,194 | $314,071 | |
| 8 | ROK |
Rockwell Automation, Inc
|
465 | $230,212 |
All Filings in SHMD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,157 | 13,992 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||