Position in SXI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,061,477
+$2,905,812 QoQ
Shares Held
218,250
-26.0% QoQ
Ownership
1.80%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#16
of 327 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $146,762,542 across 10 Specialty Industrial Machinery names. SXI ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SXI |
Standex International Corp/De/
This page
|
218,250 | $78,061,477 | |
| 2 | ETN |
Eaton Corp plc
|
82,696 | $35,238,419 | |
| 3 | RRX |
Regal Rexnord Corp
|
111,314 | $26,513,881 | |
| 4 | XE |
X-Energy, Inc.
|
171,140 | $3,142,130 | |
| 5 | ROK |
Rockwell Automation, Inc
|
2,964 | $1,467,417 | |
| 6 | CMI |
Cummins Inc
|
1,041 | $742,451 | |
| 7 | CSW |
Csw Industrials, Inc.
|
2,400 | $667,920 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,748 | $472,781 |
All Filings in SXI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,061,477 | 218,250 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $75,155,665 | 294,890 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $70,051,506 | 322,402 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $40,814,906 | 192,614 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||