CWM, LLC

Position in VATE — INNOVATE Corp.

CIK 1535847 OMAHA, NE

Position in VATE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,225

+$1,067 QoQ

Shares Held

920

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

CWM, LLC holds $133,106,748 across 38 Engineering & Construction names. VATE ranks #33 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	35,299	$48,676,968
2	J	Jacobs Solutions Inc.	174,315	$22,186,813
3	EME	EMCOR Group, Inc.	24,625	$18,180,883
4	MTZ	Mastec Inc	38,107	$12,260,546
5	PWR	Quanta Services, Inc.	16,221	$8,905,653
6	FLR	Fluor Corp	104,357	$4,868,254
7	AGX	Argan Inc	7,319	$3,986,293
8	STRL	Sterling Infrastructure, Inc.	5,080	$2,068,931

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,225	920	0.0%	Shares	Sole	2026-05-14
2025-12-31	$4,158	920	0.0%	Shares	Sole	2026-01-26
2025-09-30	$4	920	0.0%	Shares	Sole	2025-10-15
2025-06-30	$4,738	920	0.0%	Shares	Sole	2025-07-25
2025-03-31	$7,203	920	0.0%	Shares	Sole	2025-05-01
2024-12-31	$4,544	920	0.0%	Shares	Sole	2025-02-04
2024-09-30	$3	920	-90.3%	Shares	Sole	2024-10-08
2024-06-30	$5,713	9,523	+3.5%	Shares	Sole	2024-07-10
2024-03-31	$6,440	9,200	0.0%	Shares	Sole	2024-04-05
2023-12-31	$11,316	9,200	0.0%	Shares	Sole	2024-02-01
2023-09-30	$14,904	9,200	-78.7%	Shares	Sole	2023-10-11
2023-06-30	$75,600	43,200	0.0%	Shares	Sole	2023-08-03
2023-03-31	$128,304	43,200	0.0%	Shares	Sole	2023-05-01
2022-12-31	$80,784	43,200	0.0%	Shares	Sole	2023-02-01
2022-09-30	$30,240	43,200	0.0%	Shares	Sole	2022-10-27
2022-06-30	$74,736	43,200	0.0%	Shares	Sole	2022-07-28
2021-12-31	$159,840	43,200	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.