Position in WTS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$123,017,468
+$45,789,008 QoQ
Shares Held
314,261
+18.1% QoQ
Ownership
0.941%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#21
of 578 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $3,907,178,636 across 38 Specialty Industrial Machinery names. WTS ranks #12 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
1,467,698 | $625,415,471 | |
| 2 | GEV |
GE Vernova Inc.
|
462,934 | $543,882,638 | |
| 3 | CMI |
Cummins Inc
|
476,978 | $340,185,478 | |
| 4 | AME |
Ametek Inc/
|
1,092,452 | $264,307,836 | |
| 5 | ROK |
Rockwell Automation, Inc
|
447,447 | $221,522,059 | |
| 6 | GTES |
Gates Industrial Corp Ltd.
|
7,169,311 | $200,525,628 | |
| 7 | SXI |
Standex International Corp/De/
|
499,695 | $178,725,909 | |
| 8 | EPAC |
Enerpac Tool Group Corp
|
4,648,312 | $166,688,467 |
All Filings in WTS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,017,468 | 314,261 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $77,228,460 | 266,039 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $25,844,028 | 93,631 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $520,856 | 1,865 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $492,025 | 2,001 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $406,616 | 1,994 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $229,728 | 1,130 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $247,384 | 1,194 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $255,067 | 1,391 | Shares | Defined | 2024-11-14 | |
| 2021-12-31 | $618,819 | 3,187 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $418,376 | 2,489 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||