Position in XYL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,884,485
-$1,420,619 QoQ
Shares Held
278,187
-3.1% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#106
of 1,083 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026J. Stern & Co. LLP holds $133,041,540 across 3 Specialty Industrial Machinery names. XYL ranks #2 (24.7% of the industry book) .
All Filings in XYL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,884,485 | 278,187 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,305,104 | 287,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,448,168 | 333,736 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $53,945,617 | 365,733 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $45,392,424 | 350,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,960,564 | 342,881 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $37,329,086 | 321,747 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,093,139 | 304,326 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $39,330,529 | 289,984 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,549,718 | 282,805 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,760,504 | 225,258 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||