Concurrent Investment Advisors, LLC
Position in ZWS — Zurn Elkay Water Solutions Corp
CIK 2001015
Tampa, FL
Position in ZWS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$788,974
+$422,004 QoQ
Shares Held
15,614
+90.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 432 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZWS Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $811,753 across 2 Pollution & Treatment Controls names. ZWS ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
This page
|
15,614 | $788,974 | |
| 2 | ZONE |
CleanCore Solutions, Inc.
|
27,780 | $22,779 |
All Filings in ZWS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,974 | 15,614 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $366,970 | 8,184 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $550,673 | 11,845 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||