Position in SXI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$111,067,977
+$29,790,832 QoQ
Shares Held
310,532
-2.6% QoQ
Ownership
2.56%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#11
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 8%
None 4%
Common Shares in SXI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,217,705,000 across 55 Specialty Industrial Machinery names. SXI ranks #30 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
1,240,206 | $884,527,319 | |
| 2 | GEV |
GE Vernova Inc.
|
616,399 | $724,182,527 | |
| 3 | EMR |
Emerson Electric Co
|
4,270,506 | $611,322,932 | |
| 4 | ITW |
Illinois Tool Works Inc
|
2,228,668 | $602,787,832 | |
| 5 | ETN |
Eaton Corp plc
|
1,200,251 | $511,450,953 | |
| 6 | AME |
Ametek Inc/
|
2,110,807 | $510,688,644 | |
| 7 | RRX |
Regal Rexnord Corp
|
2,018,711 | $480,836,771 | |
| 8 | PH |
Parker-Hannifin Corp
|
467,373 | $457,146,875 |
All Filings in SXI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,067,977 | 310,532 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $81,277,145 | 318,909 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $76,993,166 | 354,350 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $82,890,827 | 391,179 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,909,623 | 414,811 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $64,413,167 | 399,115 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $79,660,169 | 426,013 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $79,448,249 | 434,666 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $73,794,451 | 457,924 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $88,005,334 | 482,962 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $79,682,084 | 503,107 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $80,534,078 | 552,777 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $80,007,932 | 565,547 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $69,764,595 | 569,786 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $58,066,364 | 566,999 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $46,850,768 | 573,800 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $48,620,140 | 573,486 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $57,789,631 | 578,359 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $64,018,691 | 578,517 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $58,198,545 | 588,399 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $55,938,815 | 589,388 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $57,391,505 | 600,518 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $48,981,399 | 631,855 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $37,812,579 | 638,726 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $36,868,774 | 640,639 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $30,050,436 | 613,024 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||