Position in WMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$470,880
+$142,043 QoQ
Shares Held
3,000
+25.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#336
of 543 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026ISTHMUS PARTNERS, LLC holds $28,916,000 across 7 Building Products & Equipment names. WMS ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
38,205 | $18,764,767 | |
| 2 | APOG |
Apogee Enterprises, Inc.
|
79,015 | $3,614,146 | |
| 3 | LMB |
Limbach Holdings, Inc.
|
41,324 | $3,181,948 | |
| 4 | JBI |
Janus International Group, Inc.
|
464,390 | $2,577,364 | |
| 5 | WMS |
Advanced Drainage Systems, Inc.
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|
3,000 | $470,880 | |
| 6 | CARR |
CARRIER GLOBAL Corp
|
2,900 | $212,715 | |
| 7 | AIRJW |
AirJoule Technologies Corp.
|
17,000 | $94,180 |
All Filings in WMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,880 | 3,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $328,837 | 2,398 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $410,158 | 2,832 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $330,222 | 2,875 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $312,368 | 2,875 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $315,010 | 2,725 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $404,215 | 2,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $357,669 | 2,230 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $367,732 | 2,135 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $300,266 | 2,135 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||